Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.01M Sell
16,555
-332
-2% -$89.8K 0.16% 117
2025
Q4
$5M Hold
16,887
0.19% 110
2025
Q3
$4.76M Buy
16,887
+557
+3% +$146K 0.17% 114
2025
Q2
$4.81M Buy
16,330
+420
+3% +$108K 0.18% 113
2025
Q1
$3.96M Buy
15,910
+425
+3% +$104K 0.15% 121
2024
Q4
$3.4M Buy
15,485
+50
+0.3% +$11.1K 0.12% 130
2024
Q3
$3.41M Buy
15,435
+175
+1% +$34.3K 0.13% 128
2024
Q2
$2.64M Buy
15,260
+145
+1% +$25.2K 0.11% 133
2024
Q1
$2.89M Buy
+15,115
New +$2.76M 0.12% 127
2022
Q2
Sell
-50
Closed -$7K 448
2022
Q1
$7K Hold
50
﹤0.01% 365
2021
Q4
$7K Sell
50
-107
-68% -$13.4K ﹤0.01% 368
2021
Q3
$21K Buy
157
+105
+202% +$14K ﹤0.01% 320
2021
Q2
$7K Hold
52
﹤0.01% 341
2021
Q1
$7K Buy
+52
New +$6.22K ﹤0.01% 330
2020
Q4
Sell
-2,730
Closed -$318K 382
2020
Q3
$318K Buy
2,730
+1,135
+71% +$134K 0.02% 177
2020
Q2
$184K Buy
1,595
+732
+85% +$85K 0.01% 193
2020
Q1
$92K Buy
863
+26
+3% +$3.29K 0.01% 219
2019
Q4
$107K Sell
837
-627
-43% -$81.5K 0.01% 243
2019
Q3
$204K Buy
1,464
+261
+22% +$35.2K 0.01% 212
2019
Q2
$159K Buy
1,203
+459
+62% +$60.3K 0.01% 222
2019
Q1
$100K Buy
744
+247
+50% +$31.5K 0.01% 234
2018
Q4
$54K Buy
+497
New +$59.6K 0.01% 252
2018
Q3
Sell
-314
Closed -$42K 380
2018
Q2
$42K Hold
314
﹤0.01% 272
2018
Q1
$46K Sell
314
-153
-33% -$23.1K ﹤0.01% 272
2017
Q4
$68K Sell
467
-174
-27% -$25.3K 0.01% 256
2017
Q3
$89K Buy
641
+2
+0.3% +$279 0.01% 242
2017
Q2
$94K Sell
639
-23,661
-97% -$3.57M 0.01% 238
2017
Q1
$4.04M Buy
24,300
+3,139
+15% +$526K 0.41% 66
2016
Q4
$3.36M Sell
21,161
-334
-2% -$50.9K 0.36% 77
2016
Q3
$3.26M Sell
21,495
-11
-0.1% -$1.67K 0.36% 74
2016
Q2
$3.12M Hold
21,506
0.34% 75
2016
Q1
$3.11M Buy
21,506
+586
+3% +$74.9K 0.36% 72
2015
Q4
$2.75M Buy
20,920
+968
+5% +$130K 0.34% 79
2015
Q3
$2.77M Buy
19,952
+19,931
+94,910% +$2.94M 0.37% 74
2015
Q2
$3K Hold
21
﹤0.01% 405
2015
Q1
$3K Sell
21
-1,945
-99% -$295K ﹤0.01% 404
2014
Q4
$302K Sell
1,966
-19,310
-91% -$3.07M 0.04% 223
2014
Q3
$3.86M Buy
21,276
+157
+0.7% +$28.6K 0.57% 36
2014
Q2
$3.66M Sell
21,119
-2,730
-11% -$491K 0.54% 39
2014
Q1
$4.39M Buy
23,849
+79
+0.3% +$13.9K 0.61% 23
2013
Q4
$4.26M Buy
23,770
+1,757
+8% +$303K 0.6% 23
2013
Q3
$3.9M Sell
22,013
-162
-0.7% -$29.4K 0.62% 21
2013
Q2
$4.05M Buy
+22,175
New +$4.32M 0.7% 16

Other funds holding IBM