Summitry LLC’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 | $623K | Buy |
2,571
+54
| +2% | +$14.6K | 0.02% | 118 |
|
|
2025
Q4 | $746K | Buy |
2,517
+127
| +5% | +$38K | 0.03% | 84 |
|
|
2025
Q3 | $674K | Buy |
2,390
+76
| +3% | +$19.9K | 0.03% | 82 |
|
|
2025
Q2 | $682K | Buy |
2,314
+63
| +3% | +$16.2K | 0.03% | 75 |
|
|
2025
Q1 | $560K | Buy |
2,251
+19
| +0.9% | +$4.65K | 0.03% | 74 |
|
|
2024
Q4 | $491K | Sell |
2,232
-491
| -18% | -$109K | 0.02% | 77 |
|
|
2024
Q3 | $602K | Buy |
2,723
+566
| +26% | +$111K | 0.03% | 71 |
|
|
2024
Q2 | $373K | Sell |
2,157
-250
| -10% | -$43.4K | 0.02% | 80 |
|
|
2024
Q1 | $460K | Buy |
2,407
+109
| +5% | +$19.9K | 0.02% | 72 |
|
|
2023
Q4 | $376K | Hold |
2,298
| – | – | 0.02% | 77 |
|
|
2023
Q3 | $322K | Sell |
2,298
-143
| -6% | -$20.3K | 0.02% | 77 |
|
|
2023
Q2 | $327K | Sell |
2,441
-70
| -3% | -$9.03K | 0.02% | 78 |
|
|
2023
Q1 | $329K | Sell |
2,511
-23
| -0.9% | -$3.08K | 0.02% | 77 |
|
|
2022
Q4 | $357K | Sell |
2,534
-216
| -8% | -$29.8K | 0.03% | 78 |
|
|
2022
Q3 | $327K | Buy |
2,750
+537
| +24% | +$70.5K | 0.02% | 75 |
|
|
2022
Q2 | $312K | Buy |
2,213
+63
| +3% | +$8.5K | 0.02% | 67 |
|
|
2022
Q1 | $280K | Sell |
2,150
-33
| -2% | -$4.3K | 0.02% | 75 |
|
|
2021
Q4 | $292K | Buy |
+2,183
| New | +$274K | 0.02% | 75 |
|
|
2021
Q2 | – | Sell |
-24,542
| Closed | -$3.13M | – | 71 |
|
|
2021
Q1 | $3.13M | Buy |
24,542
+2,027
| +9% | +$243K | 0.2% | 53 |
|
|
2020
Q4 | $2.71M | Buy |
22,515
+1,651
| +8% | +$191K | 0.2% | 48 |
|
|
2020
Q3 | $2.43M | Buy |
20,864
+337
| +2% | +$39.7K | 0.2% | 53 |
|
|
2020
Q2 | $2.37M | Buy |
20,527
+1,851
| +10% | +$215K | 0.2% | 54 |
|
|
2020
Q1 | $1.98M | Buy |
18,676
+1,204
| +7% | +$152K | 0.18% | 53 |
|
|
2019
Q4 | $2.24M | Buy |
17,472
+1,172
| +7% | +$152K | 0.18% | 53 |
|
|
2019
Q3 | $2.27M | Buy |
16,300
+911
| +6% | +$123K | 0.18% | 49 |
|
|
2019
Q2 | $2.03M | Buy |
15,389
+901
| +6% | +$118K | 0.17% | 49 |
|
|
2019
Q1 | $1.95M | Buy |
14,488
+1,601
| +12% | +$204K | 0.17% | 48 |
|
|
2018
Q4 | $1.4M | Buy |
12,887
+1,492
| +13% | +$179K | 0.14% | 48 |
|
|
2018
Q3 | $1.65M | Buy |
11,395
+346
| +3% | +$48.3K | 0.14% | 47 |
|
|
2018
Q2 | $1.48M | Buy |
11,049
+932
| +9% | +$130K | 0.14% | 49 |
|
|
2018
Q1 | $1.48M | Buy |
10,117
+749
| +8% | +$113K | 0.14% | 45 |
|
|
2017
Q4 | $1.37M | Buy |
9,368
+895
| +11% | +$130K | 0.12% | 52 |
|
|
2017
Q3 | $1.18M | Buy |
8,473
+1,061
| +14% | +$148K | 0.11% | 52 |
|
|
2017
Q2 | $1.09M | Buy |
7,412
+561
| +8% | +$84.6K | 0.1% | 47 |
|
|
2017
Q1 | $1.14M | Sell |
6,851
-445
| -6% | -$74.6K | 0.11% | 40 |
|
|
2016
Q4 | $1.16M | Buy |
7,296
+215
| +3% | +$32.7K | 0.11% | 41 |
|
|
2016
Q3 | $1.07M | Buy |
7,081
+1,139
| +19% | +$173K | 0.11% | 45 |
|
|
2016
Q2 | $862K | Buy |
5,942
+1,350
| +29% | +$193K | 0.09% | 45 |
|
|
2016
Q1 | $665K | Buy |
4,592
+591
| +15% | +$75.5K | 0.07% | 45 |
|
|
2015
Q4 | $526K | Buy |
4,001
+790
| +25% | +$106K | 0.06% | 53 |
|
|
2015
Q3 | $445K | Buy |
3,211
+530
| +20% | +$78.3K | 0.05% | 52 |
|
|
2015
Q2 | $417K | Buy |
2,681
+14
| +0.5% | +$2.25K | 0.05% | 50 |
|
|
2015
Q1 | $409K | Hold |
2,667
| – | – | 0.05% | 47 |
|
|
2014
Q4 | $409K | Hold |
2,667
| – | – | 0.05% | 49 |
|
|
2014
Q3 | $484K | Hold |
2,667
| – | – | 0.06% | 45 |
|
|
2014
Q2 | $462K | Sell |
2,667
-53
| -2% | -$9.54K | 0.06% | 44 |
|
|
2014
Q1 | $500K | Sell |
2,720
-1,129
| -29% | -$199K | 0.06% | 45 |
|
|
2013
Q4 | $689K | Buy |
3,849
+794
| +26% | +$137K | 0.09% | 43 |
|
|
2013
Q3 | $541K | Buy |
3,055
+159
| +5% | +$28.9K | 0.08% | 45 |
|
|
2013
Q2 | $529K | Buy |
+2,896
| New | +$564K | 0.08% | 44 |
|
Other funds holding IBM
VCM
VPM
