WealthTrust Axiom’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 | $10.1M | Sell |
41,476
-442
| -1% | -$120K | 2.47% | 5 |
|
|
2025
Q4 | $12.4M | Sell |
41,918
-602
| -1% | -$180K | 3.19% | 5 |
|
|
2025
Q3 | $12M | Sell |
42,520
-904
| -2% | -$237K | 3.21% | 5 |
|
|
2025
Q2 | $12.8M | Sell |
43,424
-5,933
| -12% | -$1.53M | 3.76% | 4 |
|
|
2025
Q1 | $12.3M | Sell |
49,357
-2,641
| -5% | -$646K | 3.74% | 3 |
|
|
2024
Q4 | $11.4M | Sell |
51,998
-493
| -0.9% | -$110K | 3.41% | 5 |
|
|
2024
Q3 | $11.6M | Sell |
52,491
-699
| -1% | -$137K | 3.44% | 4 |
|
|
2024
Q2 | $9.2M | Sell |
53,190
-470
| -0.9% | -$81.7K | 3.05% | 6 |
|
|
2024
Q1 | $10.2M | Sell |
53,660
-1,458
| -3% | -$266K | 3.3% | 5 |
|
|
2023
Q4 | $9.01M | Buy |
55,118
+740
| +1% | +$112K | 3.01% | 6 |
|
|
2023
Q3 | $7.63M | Sell |
54,378
-280
| -0.5% | -$39.8K | 2.74% | 7 |
|
|
2023
Q2 | $7.31M | Sell |
54,658
-415
| -0.8% | -$53.6K | 2.43% | 7 |
|
|
2023
Q1 | $7.22M | Sell |
55,073
-458
| -0.8% | -$61.3K | 2.46% | 8 |
|
|
2022
Q4 | $7.82M | Sell |
55,531
-2,255
| -4% | -$311K | 2.73% | 6 |
|
|
2022
Q3 | $6.87M | Sell |
57,786
-414
| -0.7% | -$54.3K | 2.62% | 7 |
|
|
2022
Q2 | $8.22M | Sell |
58,200
-98
| -0.2% | -$13.2K | 2.93% | 5 |
|
|
2022
Q1 | $7.58M | Buy |
58,298
+257
| +0.4% | +$33.5K | 2.37% | 8 |
|
|
2021
Q4 | $7.76M | Sell |
58,041
-1,992
| -3% | -$250K | 2.48% | 4 |
|
|
2021
Q3 | $7.97M | Buy |
60,033
+2,259
| +4% | +$302K | 2.7% | 6 |
|
|
2021
Q2 | $8.1M | Sell |
57,774
-638
| -1% | -$87.2K | 2.6% | 5 |
|
|
2021
Q1 | $7.44M | Sell |
58,412
-3,157
| -5% | -$378K | 2.52% | 7 |
|
|
2020
Q4 | $7.41M | Sell |
61,569
-15,401
| -20% | -$1.78M | 2.69% | 5 |
|
|
2020
Q3 | $8.95M | Buy |
76,970
+1,208
| +2% | +$142K | 3.86% | 3 |
|
|
2020
Q2 | $8.75M | Sell |
75,762
-916
| -1% | -$106K | 3.85% | 3 |
|
|
2020
Q1 | $8.13M | Buy |
76,678
+5,209
| +7% | +$659K | 3.99% | 2 |
|
|
2019
Q4 | $9.16M | Sell |
71,469
-1,268
| -2% | -$165K | 3.06% | 3 |
|
|
2019
Q3 | $10.1M | Sell |
72,737
-1,090
| -1% | -$147K | 3.57% | 1 |
|
|
2019
Q2 | $9.73M | Buy |
73,827
+2,667
| +4% | +$350K | 3.38% | 3 |
|
|
2019
Q1 | $9.6M | Buy |
71,160
+12
| +0% | +$1.53K | 3.41% | 3 |
|
|
2018
Q4 | $7.73M | Buy |
71,148
+7,065
| +11% | +$848K | 3.17% | 3 |
|
|
2018
Q3 | $9.26M | Buy |
64,083
+4,297
| +7% | +$600K | 3.13% | 3 |
|
|
2018
Q2 | $7.98M | Buy |
59,786
+2,503
| +4% | +$349K | 2.82% | 3 |
|
|
2018
Q1 | $8.4M | Buy |
57,283
+587
| +1% | +$88.8K | 3.06% | 2 |
|
|
2017
Q4 | $8.31M | Buy |
56,696
+696
| +1% | +$101K | 3.09% | 2 |
|
|
2017
Q3 | $7.77M | Buy |
56,000
+5,788
| +12% | +$806K | 2.95% | 3 |
|
|
2017
Q2 | $7.38M | Sell |
50,212
-733
| -1% | -$111K | 2.77% | 2 |
|
|
2017
Q1 | $8.48M | Buy |
50,945
+1,008
| +2% | +$169K | 3.1% | 1 |
|
|
2016
Q4 | $7.92M | Buy |
49,937
+8,913
| +22% | +$1.36M | 2.88% | 1 |
|
|
2016
Q3 | $6.23M | Buy |
41,024
+158
| +0.4% | +$24K | 2.33% | 7 |
|
|
2016
Q2 | $5.93M | Sell |
40,866
-134
| -0.3% | -$19.2K | 2.28% | 9 |
|
|
2016
Q1 | $5.94M | Buy |
41,000
+10,348
| +34% | +$1.32M | 2.34% | 8 |
|
|
2015
Q4 | $4.03M | Sell |
30,652
-4,664
| -13% | -$627K | 1.6% | 13 |
|
|
2015
Q3 | $4.89M | Buy |
35,316
+1,099
| +3% | +$162K | 2.04% | 9 |
|
|
2015
Q2 | $5.32M | Buy |
34,217
+5,265
| +18% | +$846K | 1.97% | 12 |
|
|
2015
Q1 | $4.44M | Buy |
28,952
+26,904
| +1,314% | +$4.08M | 1.58% | 17 |
|
|
2014
Q4 | $314K | Sell |
2,048
-36
| -2% | -$5.73K | 0.11% | 144 |
|
|
2014
Q3 | $378K | Buy |
2,084
+44
| +2% | +$8.02K | 0.13% | 120 |
|
|
2014
Q2 | $353K | Sell |
2,040
-929
| -31% | -$167K | 0.12% | 128 |
|
|
2014
Q1 | $546K | Buy |
2,969
+188
| +7% | +$33.1K | 0.2% | 91 |
|
|
2013
Q4 | $498K | Sell |
2,781
-216
| -7% | -$37.2K | 0.19% | 93 |
|
|
2013
Q3 | $530K | Buy |
2,997
+1
| +0% | +$182 | 0.22% | 89 |
|
|
2013
Q2 | $547K | Buy |
+2,996
| New | +$583K | 0.24% | 85 |
|
Other funds holding IBM
VCM
VPM
