Schnieders Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.58M | Sell |
23,006
-13,949
| -38% | -$3.77M | 0.89% | 30 |
|
|
2025
Q4 | $10.9M | Sell |
36,955
-440
| -1% | -$132K | 1.71% | 15 |
|
|
2025
Q3 | $10.6M | Buy |
37,395
+553
| +2% | +$145K | 1.88% | 13 |
|
|
2025
Q2 | $10.9M | Sell |
36,842
-3,241
| -8% | -$835K | 1.91% | 14 |
|
|
2025
Q1 | $9.97M | Sell |
40,083
-6,000
| -13% | -$1.47M | 2.13% | 12 |
|
|
2024
Q4 | $10.1M | Sell |
46,083
-1,437
| -3% | -$320K | 2.01% | 13 |
|
|
2024
Q3 | $10.5M | Sell |
47,520
-2,486
| -5% | -$487K | 2% | 13 |
|
|
2024
Q2 | $8.65M | Buy |
50,006
+1,140
| +2% | +$198K | 1.75% | 14 |
|
|
2024
Q1 | $9.33M | Buy |
48,866
+53
| +0.1% | +$9.67K | 1.92% | 13 |
|
|
2023
Q4 | $7.98M | Sell |
48,813
-445
| -0.9% | -$67.2K | 1.76% | 13 |
|
|
2023
Q3 | $6.91M | Buy |
49,258
+3,480
| +8% | +$495K | 1.55% | 17 |
|
|
2023
Q2 | $6.13M | Buy |
45,778
+8,832
| +24% | +$1.14M | 1.28% | 23 |
|
|
2023
Q1 | $4.84M | Buy |
36,946
+1,355
| +4% | +$181K | 1.09% | 25 |
|
|
2022
Q4 | $5.01M | Buy |
35,591
+224
| +0.6% | +$30.9K | 1.15% | 26 |
|
|
2022
Q3 | $4.2M | Buy |
35,367
+11,669
| +49% | +$1.53M | 1.11% | 24 |
|
|
2022
Q2 | $3.35M | Sell |
23,698
-1,385
| -6% | -$187K | 1% | 27 |
|
|
2022
Q1 | $3.26M | Sell |
25,083
-5,051
| -17% | -$659K | 0.78% | 35 |
|
|
2021
Q4 | $4.03M | Sell |
30,134
-798
| -3% | -$100K | 0.94% | 30 |
|
|
2021
Q3 | $4.11M | Buy |
30,932
+1,261
| +4% | +$169K | 1.11% | 26 |
|
|
2021
Q2 | $4.16M | Buy |
29,671
+5,457
| +23% | +$746K | 1.13% | 25 |
|
|
2021
Q1 | $3.08M | Buy |
24,214
+957
| +4% | +$115K | 0.93% | 30 |
|
|
2020
Q4 | $2.8M | Buy |
23,257
+787
| +4% | +$91K | 0.92% | 28 |
|
|
2020
Q3 | $2.61M | Buy |
22,470
+1,399
| +7% | +$165K | 0.98% | 29 |
|
|
2020
Q2 | $2.43M | Buy |
21,071
+212
| +1% | +$24.6K | 0.97% | 30 |
|
|
2020
Q1 | $2.21M | Buy |
20,859
+3,723
| +22% | +$471K | 1.07% | 30 |
|
|
2019
Q4 | $2.2M | Buy |
17,136
+576
| +3% | +$74.9K | 0.8% | 38 |
|
|
2019
Q3 | $2.3M | Sell |
16,560
-675
| -4% | -$91K | 0.93% | 37 |
|
|
2019
Q2 | $2.27M | Buy |
17,235
+1,228
| +8% | +$161K | 0.89% | 37 |
|
|
2019
Q1 | $2.16M | Buy |
16,007
+115
| +0.7% | +$14.7K | 0.92% | 39 |
|
|
2018
Q4 | $1.73M | Sell |
15,892
-920
| -5% | -$110K | 0.85% | 42 |
|
|
2018
Q3 | $2.43M | Sell |
16,812
-469
| -3% | -$65.5K | 1% | 37 |
|
|
2018
Q2 | $2.31M | Buy |
17,281
+569
| +3% | +$79.4K | 0.98% | 36 |
|
|
2018
Q1 | $2.45M | Sell |
16,712
-57
| -0.3% | -$8.62K | 1.06% | 34 |
|
|
2017
Q4 | $2.46M | Buy |
16,769
+159
| +1% | +$23.1K | 1.02% | 34 |
|
|
2017
Q3 | $2.3M | Sell |
16,610
-131
| -0.8% | -$18.3K | 1.01% | 33 |
|
|
2017
Q2 | $2.46M | Sell |
16,741
-2,638
| -14% | -$398K | 1.14% | 29 |
|
|
2017
Q1 | $3.23M | Buy |
19,379
+591
| +3% | +$99.1K | 1.55% | 18 |
|
|
2016
Q4 | $2.98M | Buy |
18,788
+416
| +2% | +$63.4K | 1.53% | 18 |
|
|
2016
Q3 | $2.79M | Sell |
18,372
-868
| -5% | -$132K | 1.57% | 22 |
|
|
2016
Q2 | $2.79M | Sell |
19,240
-52
| -0.3% | -$7.44K | 1.56% | 17 |
|
|
2016
Q1 | $2.79M | Sell |
19,292
-930
| -5% | -$119K | 1.65% | 16 |
|
|
2015
Q4 | $2.66M | Sell |
20,222
-1,563
| -7% | -$210K | 1.64% | 19 |
|
|
2015
Q3 | $3.02M | Sell |
21,785
-2,627
| -11% | -$388K | 2.09% | 12 |
|
|
2015
Q2 | $3.8M | Buy |
24,412
+2,748
| +13% | +$442K | 2.23% | 9 |
|
|
2015
Q1 | $3.32M | Buy |
21,664
+586
| +3% | +$88.9K | 2.01% | 13 |
|
|
2014
Q4 | $3.23M | Sell |
21,078
-150
| -0.7% | -$23.9K | 2.13% | 10 |
|
|
2014
Q3 | $3.85M | Sell |
21,228
-2,037
| -9% | -$371K | 2.85% | 6 |
|
|
2014
Q2 | $4.03M | Buy |
23,265
+3,995
| +21% | +$719K | 2.84% | 5 |
|
|
2014
Q1 | $3.55M | Sell |
19,270
-778
| -4% | -$137K | 3.29% | 3 |
|
|
2013
Q4 | $3.6M | Buy |
+20,048
| New | +$3.46M | 3.52% | 2 |
|
Other funds holding IBM
VCM
VPM
