Waverton Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283M | Buy |
961,671
+603
| +0.1% | +$178K | 3.9% | 7 |
|
|
2025
Q1 | $239M | Sell |
961,068
-61,593
| -6% | -$15.3M | 3.7% | 10 |
|
|
2024
Q4 | $225M | Buy |
1,022,661
+15,129
| +2% | +$3.33M | 3.58% | 10 |
|
|
2024
Q3 | $223M | Buy |
1,007,532
+19,848
| +2% | +$4.39M | 3.66% | 10 |
|
|
2024
Q2 | $171M | Buy |
987,684
+37,983
| +4% | +$6.57M | 3.22% | 13 |
|
|
2024
Q1 | $181M | Buy |
949,701
+28,088
| +3% | +$5.36M | 3.77% | 12 |
|
|
2023
Q4 | $151M | Buy |
921,613
+96,967
| +12% | +$15.9M | 3.66% | 15 |
|
|
2023
Q3 | $116M | Buy |
824,646
+50,068
| +6% | +$7.03M | 3.35% | 14 |
|
|
2023
Q2 | $104M | Buy |
774,578
+13,562
| +2% | +$1.81M | 2.95% | 16 |
|
|
2023
Q1 | $99.8M | Buy |
761,016
+98,918
| +15% | +$13M | 3.08% | 16 |
|
|
2022
Q4 | $93.3M | Buy |
+662,098
| New | +$93.3M | 3.43% | 12 |
|
|
2014
Q2 | – | Sell |
-33,744
| Closed | -$6.21M | – | 118 |
|
|
2014
Q1 | $6.21M | Sell |
33,744
-659
| -2% | -$121K | 0.3% | 56 |
|
|
2013
Q4 | $6.17M | Sell |
34,403
-628
| -2% | -$113K | 0.32% | 53 |
|
|
2013
Q3 | $6.2M | Buy |
+35,031
| New | +$6.2M | 0.36% | 51 |
|