Waverton Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $280M | Buy |
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|
2025
Q2 | $283M | Buy |
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|
2025
Q1 | $239M | Sell |
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|
2024
Q4 | $225M | Buy |
|
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|
2024
Q3 | $223M | Buy |
|
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|
2024
Q2 | $171M | Buy |
|
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|
2024
Q1 | $181M | Buy |
|
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|
2023
Q4 | $151M | Buy |
|
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|
2023
Q3 | $116M | Buy |
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|
2023
Q2 | $104M | Buy |
|
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|
2023
Q1 | $99.8M | Buy |
|
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|
2022
Q4 | $93.3M | Buy |
|
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $6.21M | Sell |
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|
2013
Q4 | $6.17M | Sell |
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|
2013
Q3 | $6.2M | Buy |
|