Saratoga Research & Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Hold |
2,738
| – | – | 0.04% | 35 |
|
|
2025
Q1 | $681K | Hold |
2,738
| – | – | 0.04% | 35 |
|
|
2024
Q4 | $602K | Sell |
2,738
-230
| -8% | -$50.6K | 0.03% | 36 |
|
|
2024
Q3 | $656K | Hold |
2,968
| – | – | 0.03% | 34 |
|
|
2024
Q2 | $513K | Sell |
2,968
-31
| -1% | -$5.36K | 0.02% | 39 |
|
|
2024
Q1 | $573K | Sell |
2,999
-121
| -4% | -$23.1K | 0.03% | 38 |
|
|
2023
Q4 | $510K | Sell |
3,120
-66
| -2% | -$10.8K | 0.02% | 40 |
|
|
2023
Q3 | $447K | Sell |
3,186
-45
| -1% | -$6.31K | 0.02% | 38 |
|
|
2023
Q2 | $432K | Buy |
3,231
+1,144
| +55% | +$153K | 0.02% | 38 |
|
|
2023
Q1 | $274K | Hold |
2,087
| – | – | 0.01% | 40 |
|
|
2022
Q4 | $294K | Sell |
2,087
-54
| -3% | -$7.61K | 0.01% | 41 |
|
|
2022
Q3 | $254K | Sell |
2,141
-19
| -0.9% | -$2.25K | 0.01% | 43 |
|
|
2022
Q2 | $305K | Sell |
2,160
-12
| -0.6% | -$1.69K | 0.02% | 40 |
|
|
2022
Q1 | $282K | Hold |
2,172
| – | – | 0.01% | 45 |
|
|
2021
Q4 | $290K | Sell |
2,172
-152
| -7% | -$20.3K | 0.01% | 45 |
|
|
2021
Q3 | $309K | Hold |
2,324
| – | – | 0.01% | 41 |
|
|
2021
Q2 | $326K | Sell |
2,324
-26
| -1% | -$3.65K | 0.02% | 38 |
|
|
2021
Q1 | $299K | Sell |
2,350
-41
| -2% | -$5.22K | 0.02% | 39 |
|
|
2020
Q4 | $288K | Hold |
2,391
| – | – | 0.02% | 39 |
|
|
2020
Q3 | $278K | Hold |
2,391
| – | – | 0.02% | 38 |
|
|
2020
Q2 | $276K | Sell |
2,391
-199
| -8% | -$23K | 0.02% | 39 |
|
|
2020
Q1 | $275K | Sell |
2,590
-486,422
| -99% | -$51.6M | 0.02% | 38 |
|
|
2019
Q4 | $62.7M | Buy |
489,012
+5,586
| +1% | +$716K | 3.76% | 13 |
|
|
2019
Q3 | $67.2M | Buy |
483,426
+1,170
| +0.2% | +$163K | 4.34% | 10 |
|
|
2019
Q2 | $63.6M | Buy |
482,256
+19,059
| +4% | +$2.51M | 4% | 10 |
|
|
2019
Q1 | $62.5M | Buy |
463,197
+43,473
| +10% | +$5.86M | 4.27% | 10 |
|
|
2018
Q4 | $45.6M | Sell |
419,724
-18,974
| -4% | -$2.06M | 3.61% | 13 |
|
|
2018
Q3 | $63.4M | Sell |
438,698
-2,772
| -0.6% | -$401K | 4.28% | 8 |
|
|
2018
Q2 | $59M | Buy |
441,470
+159,926
| +57% | +$21.4M | 4.23% | 11 |
|
|
2018
Q1 | $41.3M | Buy |
281,544
+22,900
| +9% | +$3.36M | 3.02% | 15 |
|
|
2017
Q4 | $37.9M | Buy |
258,644
+6,601
| +3% | +$968K | 2.66% | 16 |
|
|
2017
Q3 | $35M | Buy |
252,043
+6,800
| +3% | +$943K | 2.67% | 16 |
|
|
2017
Q2 | $36.1M | Buy |
245,243
+20,871
| +9% | +$3.07M | 2.87% | 16 |
|
|
2017
Q1 | $37.4M | Sell |
224,372
-557
| -0.2% | -$92.7K | 3.1% | 14 |
|
|
2016
Q4 | $35.7M | Sell |
224,929
-4,104
| -2% | -$651K | 3.23% | 14 |
|
|
2016
Q3 | $34.8M | Buy |
229,033
+3,348
| +1% | +$508K | 2.98% | 17 |
|
|
2016
Q2 | $32.7M | Buy |
225,685
+7,292
| +3% | +$1.06M | 2.94% | 19 |
|
|
2016
Q1 | $31.6M | Buy |
218,393
+129,953
| +147% | +$18.8M | 2.78% | 21 |
|
|
2015
Q4 | $11.6M | Sell |
88,440
-108,181
| -55% | -$14.2M | 1.13% | 30 |
|
|
2015
Q3 | $27.3M | Buy |
196,621
+9,746
| +5% | +$1.35M | 2.73% | 23 |
|
|
2015
Q2 | $29.1M | Sell |
186,875
-10,637
| -5% | -$1.65M | 2.76% | 20 |
|
|
2015
Q1 | $30.3M | Sell |
197,512
-5,898
| -3% | -$905K | 2.83% | 18 |
|
|
2014
Q4 | $31.2M | Sell |
203,410
-16,210
| -7% | -$2.49M | 2.89% | 18 |
|
|
2014
Q3 | $39.9M | Sell |
219,620
-1,248
| -0.6% | -$226K | 3.94% | 12 |
|
|
2014
Q2 | $38.3M | Buy |
220,868
+8,491
| +4% | +$1.47M | 3.81% | 13 |
|
|
2014
Q1 | $39.1M | Buy |
212,377
+13,439
| +7% | +$2.47M | 3.98% | 12 |
|
|
2013
Q4 | $35.7M | Buy |
198,938
+17,455
| +10% | +$3.13M | 3.8% | 13 |
|
|
2013
Q3 | $32.1M | Buy |
181,483
+6,748
| +4% | +$1.19M | 3.78% | 14 |
|
|
2013
Q2 | $31.9M | Buy |
+174,735
| New | +$31.9M | 3.76% | 15 |
|