Sumitomo Mitsui Financial Group’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 | $47.3K | Sell |
195
-169
| -46% | -$45.7K | ﹤0.01% | 174 |
|
|
2025
Q4 | $111K | Buy |
+364
| New | +$109K | ﹤0.01% | 141 |
|
|
2025
Q3 | – | Sell |
-1,030
| Closed | -$298K | – | 215 |
|
|
2025
Q2 | $298K | Buy |
1,030
+370
| +56% | +$95.3K | ﹤0.01% | 118 |
|
|
2025
Q1 | $161K | Buy |
+660
| New | +$161K | ﹤0.01% | 120 |
|
|
2024
Q1 | – | Sell |
-40
| Closed | -$6.55K | – | 178 |
|
|
2023
Q4 | $6.55K | Buy |
+40
| New | +$6.04K | ﹤0.01% | 153 |
|
|
2022
Q3 | – | Sell |
-3,615
| Closed | -$509K | – | 201 |
|
|
2022
Q2 | $509K | Buy |
3,615
+2,111
| +140% | +$285K | 0.01% | 150 |
|
|
2022
Q1 | $199K | Buy |
+1,504
| New | +$196K | 0.01% | 152 |
|
|
2021
Q3 | – | Sell |
-336
| Closed | -$47K | – | 190 |
|
|
2021
Q2 | $47K | Buy |
+336
| New | +$45.9K | ﹤0.01% | 148 |
|
|
2020
Q4 | – | Sell |
-17,089
| Closed | -$1.99M | – | 163 |
|
|
2020
Q3 | $1.99M | Buy |
17,089
+960
| +6% | +$113K | 0.07% | 71 |
|
|
2020
Q2 | $1.86M | Sell |
16,129
-162
| -1% | -$18.8K | 0.06% | 61 |
|
|
2020
Q1 | $1.73M | Buy |
+16,291
| New | +$2.06M | 0.09% | 67 |
|
|
2018
Q3 | – | Sell |
-251
| Closed | -$34K | – | 121 |
|
|
2018
Q2 | $34K | Sell |
251
-180
| -42% | -$25.1K | ﹤0.01% | 88 |
|
|
2018
Q1 | $63K | Buy |
+431
| New | +$65.2K | 0.01% | 100 |
|
|
2017
Q3 | – | Sell |
-13
| Closed | -$2K | – | 113 |
|
|
2017
Q2 | $2K | Buy |
+13
| New | +$1.96K | ﹤0.01% | 111 |
|
Other funds holding IBM
VCM
VPM
