Stoneridge Investment Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,857
| Closed | -$628K | – | 139 |
|
|
2024
Q4 | $628K | Buy |
+2,857
| New | +$636K | 0.22% | 80 |
|
|
2023
Q1 | – | Sell |
-16,707
| Closed | -$2.35M | – | 109 |
|
|
2022
Q4 | $2.35M | Hold |
16,707
| – | – | 1.3% | 27 |
|
|
2022
Q3 | $1.99M | Buy |
16,707
+8,182
| +96% | +$1.07M | 1.17% | 26 |
|
|
2022
Q2 | $1.2M | Hold |
8,525
| – | – | 0.66% | 47 |
|
|
2022
Q1 | $1.11M | Buy |
8,525
+3,754
| +79% | +$490K | 0.52% | 53 |
|
|
2021
Q4 | $638K | Sell |
4,771
-219
| -4% | -$27.5K | 0.29% | 83 |
|
|
2021
Q3 | $663K | Sell |
4,990
-2,528
| -34% | -$338K | 0.33% | 76 |
|
|
2021
Q2 | $1.05M | Sell |
7,518
-7,187
| -49% | -$983K | 0.51% | 61 |
|
|
2021
Q1 | $1.87M | Sell |
14,705
-12
| -0.1% | -$1.44K | 0.98% | 31 |
|
|
2020
Q4 | $1.77M | Sell |
14,717
-5,527
| -27% | -$639K | 1.03% | 30 |
|
|
2020
Q3 | $2.35M | Sell |
20,244
-14,007
| -41% | -$1.65M | 1.55% | 15 |
|
|
2020
Q2 | $3.96M | Sell |
34,251
-4,289
| -11% | -$498K | 1.66% | 16 |
|
|
2020
Q1 | $4.09M | Buy |
38,540
+4,532
| +13% | +$573K | 1.84% | 17 |
|
|
2019
Q4 | $4.36M | Buy |
34,008
+13,720
| +68% | +$1.78M | 1.47% | 16 |
|
|
2019
Q3 | $2.82M | Sell |
20,288
-4,019
| -17% | -$542K | 1.04% | 32 |
|
|
2019
Q2 | $3.21M | Sell |
24,307
-19,698
| -45% | -$2.59M | 1.14% | 32 |
|
|
2019
Q1 | $5.94M | Sell |
44,005
-3,150
| -7% | -$402K | 1.75% | 12 |
|
|
2018
Q4 | $5.12M | Sell |
47,155
-10,312
| -18% | -$1.24M | 1.61% | 15 |
|
|
2018
Q3 | $8.31M | Sell |
57,467
-10,191
| -15% | -$1.42M | 1.77% | 11 |
|
|
2018
Q2 | $9.04M | Sell |
67,658
-9,470
| -12% | -$1.32M | 1.74% | 13 |
|
|
2018
Q1 | $11.3M | Buy |
77,128
+18
| +0% | +$2.72K | 1.89% | 10 |
|
|
2017
Q4 | $11.3M | Buy |
77,110
+23,512
| +44% | +$3.42M | 1.81% | 7 |
|
|
2017
Q3 | $7.43M | Buy |
53,598
+4,713
| +10% | +$657K | 1.17% | 24 |
|
|
2017
Q2 | $7.19M | Buy |
48,885
+19,116
| +64% | +$2.88M | 1.07% | 28 |
|
|
2017
Q1 | $4.96M | Buy |
29,769
+16,070
| +117% | +$2.69M | 0.67% | 46 |
|
|
2016
Q4 | $2.17M | Buy |
13,699
+784
| +6% | +$119K | 0.3% | 114 |
|
|
2016
Q3 | $1.96M | Sell |
12,915
-7,450
| -37% | -$1.13M | 0.28% | 119 |
|
|
2016
Q2 | $2.96M | Sell |
20,365
-25,335
| -55% | -$3.63M | 0.44% | 72 |
|
|
2016
Q1 | $6.62M | Sell |
45,700
-15,344
| -25% | -$1.96M | 0.97% | 26 |
|
|
2015
Q4 | $8.03M | Buy |
61,044
+7,283
| +14% | +$978K | 1.08% | 19 |
|
|
2015
Q3 | $7.45M | Buy |
53,761
+51,873
| +2,748% | +$7.66M | 1.05% | 25 |
|
|
2015
Q2 | $294K | Sell |
1,888
-2,045
| -52% | -$329K | 0.04% | 241 |
|
|
2015
Q1 | $603K | Hold |
3,933
| – | – | 0.07% | 196 |
|
|
2014
Q4 | $603K | Sell |
3,933
-33,001
| -89% | -$5.25M | 0.08% | 178 |
|
|
2014
Q3 | $6.7M | Buy |
36,934
+104
| +0.3% | +$18.9K | 0.99% | 20 |
|
|
2014
Q2 | $6.38M | Sell |
36,830
-18,020
| -33% | -$3.24M | 0.96% | 28 |
|
|
2014
Q1 | $10.1M | Sell |
54,850
-1,046
| -2% | -$184K | 1.95% | 11 |
|
|
2013
Q4 | $10M | Buy |
55,896
+1,705
| +3% | +$294K | 1.92% | 10 |
|
|
2013
Q3 | $9.59M | Buy |
54,191
+5,714
| +12% | +$1.04M | 2.1% | 10 |
|
|
2013
Q2 | $8.86M | Buy |
+48,477
| New | +$9.44M | 2.07% | 9 |
|
Other funds holding IBM
Stoneridge Investment Partners's IBM Position: Q1 2025 in Review
Stoneridge Investment Partners sold out of IBM (IBM) in Q1 2025, closing a stake of 2,857 shares — an estimated $628K sold.
Stoneridge Investment Partners first reported a position in IBM in Q2 2013 and held it in 40 quarters. The position peaked at $11.3M in Q1 2018. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.
- Stoneridge Investment Partners reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
- Stoneridge Investment Partners sold 2,857 IBM shares in Q1 2025, an estimated $628K.
- Stoneridge Investment Partners first reported a position in IBM in Q2 2013 and held it in 40 quarters.
- Stoneridge Investment Partners's IBM position peaked at $11.3M in Q1 2018.
- 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.
Based on Stoneridge Investment Partners's 13F filing for Q1 2025, filed 14 May 2025.