Vaughan David Investments’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 | $2.08M | Sell |
8,596
-385
| -4% | -$104K | 0.04% | 127 |
|
|
2025
Q4 | $2.66M | Sell |
8,981
-199
| -2% | -$59.6K | 0.06% | 119 |
|
|
2025
Q3 | $2.59M | Sell |
9,180
-1,760
| -16% | -$461K | 0.06% | 116 |
|
|
2025
Q2 | $3.23M | Sell |
10,940
-1,448
| -12% | -$373K | 0.07% | 110 |
|
|
2025
Q1 | $3.08M | Sell |
12,388
-525
| -4% | -$128K | 0.07% | 108 |
|
|
2024
Q4 | $2.84M | Sell |
12,913
-22
| -0.2% | -$4.9K | 0.07% | 110 |
|
|
2024
Q3 | $2.86M | Sell |
12,935
-499
| -4% | -$97.8K | 0.07% | 109 |
|
|
2024
Q2 | $2.32M | Buy |
13,434
+370
| +3% | +$64.3K | 0.06% | 115 |
|
|
2024
Q1 | $2.5M | Sell |
13,064
-485
| -4% | -$88.5K | 0.06% | 113 |
|
|
2023
Q4 | $2.22M | Buy |
13,549
+75
| +0.6% | +$11.3K | 0.06% | 112 |
|
|
2023
Q3 | $1.89M | Sell |
13,474
-148
| -1% | -$21.1K | 0.06% | 113 |
|
|
2023
Q2 | $1.82M | Sell |
13,622
-223
| -2% | -$28.8K | 0.05% | 114 |
|
|
2023
Q1 | $1.81M | Sell |
13,845
-224
| -2% | -$30K | 0.05% | 111 |
|
|
2022
Q4 | $1.98M | Buy |
14,069
+508
| +4% | +$70.1K | 0.06% | 110 |
|
|
2022
Q3 | $1.61M | Sell |
13,561
-205
| -1% | -$26.9K | 0.05% | 113 |
|
|
2022
Q2 | $1.94M | Sell |
13,766
-2,582
| -16% | -$348K | 0.06% | 110 |
|
|
2022
Q1 | $2.13M | Sell |
16,348
-713
| -4% | -$93K | 0.06% | 109 |
|
|
2021
Q4 | $2.28M | Sell |
17,061
-2,092
| -11% | -$262K | 0.07% | 106 |
|
|
2021
Q3 | $2.54M | Sell |
19,153
-549
| -3% | -$73.4K | 0.08% | 103 |
|
|
2021
Q2 | $2.76M | Sell |
19,702
-1,398
| -7% | -$191K | 0.09% | 103 |
|
|
2021
Q1 | $2.69M | Sell |
21,100
-4,383
| -17% | -$525K | 0.09% | 99 |
|
|
2020
Q4 | $3.07M | Sell |
25,483
-171,161
| -87% | -$19.8M | 0.11% | 94 |
|
|
2020
Q3 | $22.9M | Buy |
196,644
+3,122
| +2% | +$368K | 0.89% | 56 |
|
|
2020
Q2 | $22.3M | Buy |
193,522
+4,433
| +2% | +$515K | 0.91% | 54 |
|
|
2020
Q1 | $20.1M | Sell |
189,089
-678
| -0.4% | -$85.7K | 0.93% | 49 |
|
|
2019
Q4 | $24.3M | Buy |
189,767
+1,104
| +0.6% | +$143K | 0.89% | 62 |
|
|
2019
Q3 | $26.2M | Buy |
188,663
+552
| +0.3% | +$74.5K | 1% | 44 |
|
|
2019
Q2 | $24.8M | Buy |
188,111
+3,217
| +2% | +$423K | 0.99% | 45 |
|
|
2019
Q1 | $24.9M | Buy |
184,894
+3,079
| +2% | +$392K | 1.05% | 39 |
|
|
2018
Q4 | $19.8M | Sell |
181,815
-6,848
| -4% | -$822K | 0.92% | 57 |
|
|
2018
Q3 | $27.3M | Sell |
188,663
-1,248
| -0.7% | -$174K | 1.15% | 28 |
|
|
2018
Q2 | $25.4M | Buy |
189,911
+2,558
| +1% | +$357K | 1.18% | 33 |
|
|
2018
Q1 | $27.5M | Buy |
187,353
+4,546
| +2% | +$688K | 1.3% | 23 |
|
|
2017
Q4 | $26.8M | Buy |
182,807
+15,472
| +9% | +$2.25M | 1.24% | 26 |
|
|
2017
Q3 | $23.2M | Sell |
167,335
-1,671
| -1% | -$233K | 1.14% | 38 |
|
|
2017
Q2 | $24.9M | Buy |
169,006
+4,104
| +2% | +$619K | 1.25% | 27 |
|
|
2017
Q1 | $27.5M | Buy |
164,902
+4,328
| +3% | +$726K | 1.42% | 14 |
|
|
2016
Q4 | $25.5M | Sell |
160,574
-6,257
| -4% | -$953K | 1.36% | 17 |
|
|
2016
Q3 | $25.3M | Sell |
166,831
-1,652
| -1% | -$251K | 1.38% | 18 |
|
|
2016
Q2 | $24.4M | Sell |
168,483
-3,975
| -2% | -$569K | 1.35% | 21 |
|
|
2016
Q1 | $25M | Buy |
172,458
+3,455
| +2% | +$441K | 1.42% | 16 |
|
|
2015
Q4 | $22.2M | Buy |
169,003
+2,611
| +2% | +$351K | 1.34% | 24 |
|
|
2015
Q3 | $23.1M | Buy |
166,392
+1,417
| +0.9% | +$209K | 1.46% | 14 |
|
|
2015
Q2 | $25.7M | Buy |
164,975
+2,032
| +1% | +$327K | 1.52% | 14 |
|
|
2015
Q1 | $25M | Buy |
162,943
+1,431
| +0.9% | +$217K | 1.48% | 15 |
|
|
2014
Q4 | $24.8M | Buy |
161,512
+3,147
| +2% | +$501K | 1.43% | 14 |
|
|
2014
Q3 | $28.7M | Buy |
158,365
+45
| +0% | +$8.2K | 1.75% | 4 |
|
|
2014
Q2 | $27.4M | Buy |
158,320
+1,290
| +0.8% | +$232K | 1.64% | 8 |
|
|
2014
Q1 | $28.9M | Buy |
157,030
+696
| +0.4% | +$123K | 1.81% | 3 |
|
|
2013
Q4 | $28M | Buy |
156,334
+10,887
| +7% | +$1.88M | 1.81% | 4 |
|
|
2013
Q3 | $25.7M | Buy |
145,447
+1,740
| +1% | +$316K | 1.79% | 3 |
|
|
2013
Q2 | $26.3M | Buy |
+143,707
| New | +$28M | 1.86% | 3 |
|
Other funds holding IBM
VCM
VPM
