Wellington Management Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.1M | Buy |
271,695
+17,636
| +7% | +$5.2M | 0.01% | 581 |
|
|
2025
Q1 | $63.2M | Buy |
254,059
+23,038
| +10% | +$5.73M | 0.01% | 617 |
|
|
2024
Q4 | $50.8M | Buy |
231,021
+3,206
| +1% | +$705K | 0.01% | 701 |
|
|
2024
Q3 | $50.4M | Buy |
227,815
+10,862
| +5% | +$2.4M | 0.01% | 697 |
|
|
2024
Q2 | $37.5M | Buy |
216,953
+1,453
| +0.7% | +$251K | 0.01% | 771 |
|
|
2024
Q1 | $41.2M | Buy |
215,500
+1,107
| +0.5% | +$211K | 0.01% | 762 |
|
|
2023
Q4 | $35.1M | Sell |
214,393
-32,496
| -13% | -$5.31M | 0.01% | 810 |
|
|
2023
Q3 | $34.6M | Sell |
246,889
-9,855
| -4% | -$1.38M | 0.01% | 801 |
|
|
2023
Q2 | $34.4M | Buy |
256,744
+181,030
| +239% | +$24.2M | 0.01% | 807 |
|
|
2023
Q1 | $9.93M | Sell |
75,714
-8,647
| -10% | -$1.13M | ﹤0.01% | 1103 |
|
|
2022
Q4 | $11.9M | Sell |
84,361
-6,640
| -7% | -$936K | ﹤0.01% | 1047 |
|
|
2022
Q3 | $10.8M | Sell |
91,001
-232,365
| -72% | -$27.6M | ﹤0.01% | 1084 |
|
|
2022
Q2 | $45.7M | Sell |
323,366
-85,886
| -21% | -$12.1M | 0.01% | 705 |
|
|
2022
Q1 | $53.2M | Sell |
409,252
-862,645
| -68% | -$112M | 0.01% | 735 |
|
|
2021
Q4 | $170M | Buy |
1,271,897
+43,159
| +4% | +$5.77M | 0.03% | 489 |
|
|
2021
Q3 | $171M | Sell |
1,228,738
-56,715
| -4% | -$7.88M | 0.03% | 477 |
|
|
2021
Q2 | $188M | Sell |
1,285,453
-20,517
| -2% | -$3.01M | 0.03% | 454 |
|
|
2021
Q1 | $174M | Sell |
1,305,970
-490,859
| -27% | -$65.4M | 0.03% | 458 |
|
|
2020
Q4 | $226M | Buy |
1,796,829
+236,308
| +15% | +$29.7M | 0.04% | 383 |
|
|
2020
Q3 | $190M | Sell |
1,560,521
-76,625
| -5% | -$9.32M | 0.04% | 376 |
|
|
2020
Q2 | $198M | Buy |
1,637,146
+697,311
| +74% | +$84.2M | 0.04% | 356 |
|
|
2020
Q1 | $104M | Sell |
939,835
-1,948,150
| -67% | -$216M | 0.03% | 451 |
|
|
2019
Q4 | $387M | Sell |
2,887,985
-3,085,001
| -52% | -$414M | 0.08% | 239 |
|
|
2019
Q3 | $869M | Buy |
5,972,986
+758,980
| +15% | +$110M | 0.2% | 119 |
|
|
2019
Q2 | $719M | Buy |
5,214,006
+628,474
| +14% | +$86.7M | 0.16% | 146 |
|
|
2019
Q1 | $647M | Sell |
4,585,532
-23,639
| -0.5% | -$3.34M | 0.15% | 162 |
|
|
2018
Q4 | $524M | Sell |
4,609,171
-739,557
| -14% | -$84.1M | 0.13% | 167 |
|
|
2018
Q3 | $809M | Buy |
5,348,728
+709,813
| +15% | +$107M | 0.17% | 144 |
|
|
2018
Q2 | $648M | Sell |
4,638,915
-2,968,710
| -39% | -$415M | 0.14% | 166 |
|
|
2018
Q1 | $1.17B | Buy |
7,607,625
+356,260
| +5% | +$54.7M | 0.26% | 93 |
|
|
2017
Q4 | $1.11B | Buy |
7,251,365
+4,320,519
| +147% | +$663M | 0.25% | 97 |
|
|
2017
Q3 | $425M | Buy |
2,930,846
+119,720
| +4% | +$17.4M | 0.1% | 217 |
|
|
2017
Q2 | $432M | Buy |
2,811,126
+1,476,787
| +111% | +$227M | 0.1% | 212 |
|
|
2017
Q1 | $232M | Buy |
1,334,339
+1,006,826
| +307% | +$175M | 0.06% | 302 |
|
|
2016
Q4 | $54.4M | Sell |
327,513
-745,820
| -69% | -$124M | 0.01% | 693 |
|
|
2016
Q3 | $170M | Buy |
1,073,333
+37,933
| +4% | +$6.03M | 0.04% | 357 |
|
|
2016
Q2 | $157M | Sell |
1,035,400
-34,300
| -3% | -$5.21M | 0.04% | 360 |
|
|
2016
Q1 | $162M | Sell |
1,069,700
-978,604
| -48% | -$148M | 0.04% | 357 |
|
|
2015
Q4 | $282M | Sell |
2,048,304
-44,229
| -2% | -$6.09M | 0.07% | 246 |
|
|
2015
Q3 | $303M | Sell |
2,092,533
-54,299
| -3% | -$7.87M | 0.08% | 229 |
|
|
2015
Q2 | $349M | Buy |
2,146,832
+49,201
| +2% | +$8M | 0.09% | 221 |
|
|
2015
Q1 | $337M | Buy |
2,097,631
+83,665
| +4% | +$13.4M | 0.09% | 230 |
|
|
2014
Q4 | $323M | Sell |
2,013,966
-3,263,321
| -62% | -$524M | 0.09% | 247 |
|
|
2014
Q3 | $1B | Buy |
5,277,287
+18,250
| +0.3% | +$3.46M | 0.28% | 81 |
|
|
2014
Q2 | $953M | Sell |
5,259,037
-3,011,018
| -36% | -$546M | 0.26% | 91 |
|
|
2014
Q1 | $1.59B | Sell |
8,270,055
-57,979
| -0.7% | -$11.2M | 0.44% | 52 |
|
|
2013
Q4 | $1.56B | Sell |
8,328,034
-3,311,341
| -28% | -$621M | 0.45% | 48 |
|
|
2013
Q3 | $2.16B | Buy |
11,639,375
+1,167,909
| +11% | +$216M | 0.67% | 28 |
|
|
2013
Q2 | $2B | Buy |
+10,471,466
| New | +$2B | 0.65% | 26 |
|