Perpetual Ltd’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $3.45M | Buy |
15,683
+4,630
| +42% | +$1.1M | 0.05% | 135 |
|
|
2026
Q2 | $3.11M | Sell |
11,053
-1,469
| -12% | -$370K | 0.04% | 145 |
|
|
2026
Q1 | $3.04M | Buy |
12,522
+1,553
| +14% | +$420K | 0.05% | 135 |
|
|
2025
Q4 | $3.25M | Buy |
10,969
+970
| +10% | +$291K | 0.05% | 145 |
|
|
2025
Q3 | $2.82M | Sell |
9,999
-750
| -7% | -$196K | 0.04% | 169 |
|
|
2025
Q2 | $3.17M | Sell |
10,749
-875
| -8% | -$225K | 0.04% | 164 |
|
|
2025
Q1 | $2.89M | Buy |
11,624
+787
| +7% | +$193K | 0.03% | 167 |
|
|
2024
Q4 | $2.38M | Buy |
10,837
+2,291
| +27% | +$510K | 0.03% | 178 |
|
|
2024
Q3 | $1.89M | Sell |
8,546
-16,536
| -66% | -$3.24M | 0.02% | 201 |
|
|
2024
Q2 | $4.34M | Buy |
+25,082
| New | +$4.36M | 0.05% | 163 |
|
|
2023
Q3 | – | Sell |
-7,857
| Closed | -$1.05M | – | 476 |
|
|
2023
Q2 | $1.05M | Buy |
7,857
+1
| +0% | +$129 | 0.01% | 311 |
|
|
2023
Q1 | $1.03M | Buy |
+7,856
| New | +$1.05M | 0.01% | 327 |
|
|
2020
Q3 | $956K | Hold |
8,217
| – | – | 0.07% | 192 |
|
|
2020
Q2 | $949K | Buy |
+8,217
| New | +$954K | 0.09% | 137 |
|
|
2020
Q1 | – | Sell |
-8,217
| Closed | -$1.05M | – | 206 |
|
|
2019
Q4 | $1.05M | Hold |
8,217
| – | – | 0.16% | 70 |
|
|
2019
Q3 | $1.14M | Sell |
8,217
-628
| -7% | -$84.7K | 0.18% | 68 |
|
|
2019
Q2 | $1.17M | Hold |
8,845
| – | – | 0.19% | 65 |
|
|
2019
Q1 | $1.19M | Hold |
8,845
| – | – | 0.17% | 67 |
|
|
2018
Q4 | $956K | Hold |
8,845
| – | – | 0.14% | 74 |
|
|
2018
Q3 | $1.28M | Sell |
8,845
-1,757
| -17% | -$246K | 0.17% | 70 |
|
|
2018
Q2 | $1.42M | Sell |
10,602
-837
| -7% | -$117K | 0.17% | 70 |
|
|
2018
Q1 | $1.68M | Sell |
11,439
-105,646
| -90% | -$16M | 0.23% | 57 |
|
|
2017
Q4 | $17.2M | Sell |
117,085
-9,205
| -7% | -$1.34M | 2.22% | 10 |
|
|
2017
Q3 | $17.9M | Buy |
126,290
+33,786
| +37% | +$4.71M | 2.5% | 8 |
|
|
2017
Q2 | $13.6M | Buy |
92,504
+19,121
| +26% | +$2.88M | 1.06% | 17 |
|
|
2017
Q1 | $12.1M | Buy |
+73,383
| New | +$12.3M | 1.2% | 22 |
|
|
2016
Q4 | – | Sell |
-115,426
| Closed | -$17.5M | – | 169 |
|
|
2016
Q3 | $17.5M | Sell |
115,426
-8,737
| -7% | -$1.33M | 1.44% | 14 |
|
|
2016
Q2 | $18M | Sell |
124,163
-1,055
| -0.8% | -$151K | 1.79% | 14 |
|
|
2016
Q1 | $18.1M | Buy |
125,218
+11,740
| +10% | +$1.5M | 1.84% | 13 |
|
|
2015
Q4 | $14.9M | Buy |
113,478
+58,561
| +107% | +$7.87M | 1.67% | 14 |
|
|
2015
Q3 | $7.61M | Buy |
54,917
+3,601
| +7% | +$532K | 0.9% | 30 |
|
|
2015
Q2 | $7.98M | Hold |
51,316
| – | – | 0.92% | 25 |
|
|
2015
Q1 | $7.87M | Buy |
51,316
+42,093
| +456% | +$6.38M | 0.89% | 29 |
|
|
2014
Q4 | $1.42M | Buy |
9,223
+2,197
| +31% | +$350K | 0.17% | 136 |
|
|
2014
Q3 | $1.28M | Sell |
7,026
-1,046
| -13% | -$191K | 0.14% | 129 |
|
|
2014
Q2 | $1.4M | Buy |
8,072
+1,255
| +18% | +$226K | 0.12% | 123 |
|
|
2014
Q1 | $1.25M | Hold |
6,817
| – | – | 0.18% | 113 |
|
|
2013
Q4 | $1.22M | Buy |
6,817
+1,046
| +18% | +$180K | 0.16% | 115 |
|
|
2013
Q3 | $1.02M | Hold |
5,771
| – | – | 0.14% | 130 |
|
|
2013
Q2 | $1.05M | Buy |
+5,771
| New | +$1.12M | 0.16% | 121 |
|
Other funds holding IBM
Perpetual Ltd's IBM Position: Q3 2026 in Review
Perpetual Ltd increased its IBM (IBM) stake by 42% in Q3 2026, buying an estimated $1.1M and bringing the position to 15,683 shares worth $3.45M. The position accounts for 0.05% of the portfolio, ranked #135.
Perpetual Ltd first reported a position in IBM in Q2 2013 and has held it in 40 quarters since. The position peaked at $18.1M in Q1 2016. 1,394 funds tracked by Wall St. Rank hold IBM as of Q3 2026.
- Perpetual Ltd held 15,683 shares of IBM worth $3.45M as of Q3 2026.
- Perpetual Ltd bought 4,630 IBM shares in Q3 2026, an estimated $1.1M.
- IBM made up 0.05% of Perpetual Ltd's portfolio in Q3 2026, its #135 holding.
- Perpetual Ltd first reported a position in IBM in Q2 2013 and has held it in 40 quarters since.
- Perpetual Ltd's IBM position peaked at $18.1M in Q1 2016.
- 1,394 funds tracked by Wall St. Rank held IBM as of Q3 2026.
Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.