Welch & Forbes’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 | $13M | Sell |
53,445
-466
| -0.9% | -$126K | 0.17% | 92 |
|
|
2025
Q4 | $16M | Sell |
53,911
-502
| -0.9% | -$150K | 0.19% | 87 |
|
|
2025
Q3 | $15.4M | Sell |
54,413
-4,746
| -8% | -$1.24M | 0.18% | 87 |
|
|
2025
Q2 | $17.4M | Sell |
59,159
-849
| -1% | -$219K | 0.22% | 80 |
|
|
2025
Q1 | $14.9M | Sell |
60,008
-1,478
| -2% | -$362K | 0.2% | 83 |
|
|
2024
Q4 | $13.5M | Sell |
61,486
-802
| -1% | -$179K | 0.17% | 88 |
|
|
2024
Q3 | $13.8M | Sell |
62,288
-1,307
| -2% | -$256K | 0.18% | 89 |
|
|
2024
Q2 | $11.2M | Sell |
63,595
-1,068
| -2% | -$186K | 0.15% | 92 |
|
|
2024
Q1 | $12.3M | Sell |
64,663
-3,698
| -5% | -$675K | 0.17% | 93 |
|
|
2023
Q4 | $11.2M | Sell |
68,361
-1,174
| -2% | -$177K | 0.17% | 94 |
|
|
2023
Q3 | $9.76M | Sell |
69,535
-2,097
| -3% | -$298K | 0.16% | 99 |
|
|
2023
Q2 | $9.59M | Sell |
71,632
-442
| -0.6% | -$57K | 0.15% | 101 |
|
|
2023
Q1 | $9.45M | Sell |
72,074
-3,316
| -4% | -$444K | 0.16% | 103 |
|
|
2022
Q4 | $10.6M | Sell |
75,390
-2,774
| -4% | -$383K | 0.19% | 99 |
|
|
2022
Q3 | $9.29M | Buy |
78,164
+923
| +1% | +$121K | 0.18% | 104 |
|
|
2022
Q2 | $10.9M | Buy |
77,241
+271
| +0.4% | +$36.6K | 0.2% | 97 |
|
|
2022
Q1 | $10M | Buy |
76,970
+1,588
| +2% | +$207K | 0.16% | 107 |
|
|
2021
Q4 | $10.1M | Sell |
75,382
-3,668
| -5% | -$460K | 0.15% | 109 |
|
|
2021
Q3 | $10.5M | Buy |
79,050
+106
| +0.1% | +$14.2K | 0.17% | 104 |
|
|
2021
Q2 | $11.1M | Sell |
78,944
-910
| -1% | -$124K | 0.19% | 103 |
|
|
2021
Q1 | $10.2M | Sell |
79,854
-1,279
| -2% | -$153K | 0.19% | 103 |
|
|
2020
Q4 | $9.76M | Sell |
81,133
-2,784
| -3% | -$322K | 0.19% | 100 |
|
|
2020
Q3 | $9.76M | Buy |
83,917
+1,250
| +2% | +$147K | 0.21% | 94 |
|
|
2020
Q2 | $9.54M | Sell |
82,667
-2,944
| -3% | -$342K | 0.22% | 92 |
|
|
2020
Q1 | $9.08M | Sell |
85,611
-3,949
| -4% | -$499K | 0.25% | 89 |
|
|
2019
Q4 | $11.5M | Sell |
89,560
-1,680
| -2% | -$218K | 0.26% | 91 |
|
|
2019
Q3 | $12.7M | Buy |
91,240
+246
| +0.3% | +$33.2K | 0.3% | 84 |
|
|
2019
Q2 | $12M | Sell |
90,994
-9,435
| -9% | -$1.24M | 0.29% | 89 |
|
|
2019
Q1 | $13.5M | Sell |
100,429
-809
| -0.8% | -$103K | 0.34% | 80 |
|
|
2018
Q4 | $11M | Sell |
101,238
-2,377
| -2% | -$285K | 0.31% | 86 |
|
|
2018
Q3 | $15M | Sell |
103,615
-1,471
| -1% | -$206K | 0.36% | 81 |
|
|
2018
Q2 | $14M | Sell |
105,086
-4,092
| -4% | -$571K | 0.36% | 79 |
|
|
2018
Q1 | $16M | Sell |
109,178
-3,117
| -3% | -$472K | 0.41% | 79 |
|
|
2017
Q4 | $16.5M | Sell |
112,295
-7,038
| -6% | -$1.02M | 0.44% | 75 |
|
|
2017
Q3 | $16.6M | Sell |
119,333
-45,614
| -28% | -$6.35M | 0.44% | 77 |
|
|
2017
Q2 | $24.3M | Sell |
164,947
-14,664
| -8% | -$2.21M | 0.68% | 50 |
|
|
2017
Q1 | $29.9M | Sell |
179,611
-3,955
| -2% | -$663K | 0.86% | 36 |
|
|
2016
Q4 | $29.1M | Buy |
183,566
+1,299
| +0.7% | +$198K | 0.87% | 36 |
|
|
2016
Q3 | $27.7M | Sell |
182,267
-6,130
| -3% | -$930K | 0.96% | 33 |
|
|
2016
Q2 | $27.3M | Sell |
188,397
-11,840
| -6% | -$1.69M | 0.83% | 39 |
|
|
2016
Q1 | $29M | Sell |
200,237
-14,246
| -7% | -$1.82M | 0.9% | 34 |
|
|
2015
Q4 | $28.2M | Sell |
214,483
-8,039
| -4% | -$1.08M | 0.91% | 36 |
|
|
2015
Q3 | $30.8M | Sell |
222,522
-3,098
| -1% | -$457K | 1.03% | 30 |
|
|
2015
Q2 | $35.1M | Sell |
225,620
-8,858
| -4% | -$1.42M | 1.09% | 32 |
|
|
2015
Q1 | $36M | Sell |
234,478
-9,445
| -4% | -$1.43M | 1.08% | 31 |
|
|
2014
Q4 | $37.4M | Sell |
243,923
-11,284
| -4% | -$1.8M | 1.1% | 30 |
|
|
2014
Q3 | $46.3M | Sell |
255,207
-3,260
| -1% | -$594K | 1.41% | 16 |
|
|
2014
Q2 | $44.8M | Sell |
258,467
-418
| -0.2% | -$75.2K | 1.41% | 17 |
|
|
2014
Q1 | $47.6M | Sell |
258,885
-7,336
| -3% | -$1.29M | 1.51% | 13 |
|
|
2013
Q4 | $47.7M | Sell |
266,221
-2,757
| -1% | -$475K | 1.51% | 13 |
|
|
2013
Q3 | $47.6M | Sell |
268,978
-839
| -0.3% | -$152K | 1.6% | 12 |
|
|
2013
Q2 | $49.3M | Buy |
+269,817
| New | +$52.5M | 1.76% | 8 |
|
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