Holdings in IBM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$248,936,952 |
840,407 |
+20.3%
|
Shares |
Defined |
2026-02-05 |
| 2025-09-30 |
$197,044,737 |
698,344 |
-21.8%
|
Shares |
Defined |
2025-11-05 |
| 2025-06-30 |
$263,253,569 |
893,051 |
+52.1%
|
Shares |
Defined |
2025-08-01 |
| 2025-03-31 |
$146,020,109 |
587,228 |
+694.3%
|
Shares |
Defined |
2025-04-23 |
| 2024-12-31 |
$16,251,148 |
73,926 |
-0.7%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$16,465,150 |
74,476 |
+5.0%
|
Shares |
Defined |
2024-11-12 |
| 2024-06-30 |
$12,267,858 |
70,933 |
-0.2%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$13,569,040 |
71,057 |
+31.8%
|
Shares |
Defined |
2024-08-13 |
| 2023-12-31 |
$8,817,467 |
53,913 |
+28.1%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$5,906,488 |
42,099 |
-18.6%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$6,923,057 |
51,738 |
+4.6%
|
Shares |
Defined |
2023-08-10 |
| 2023-03-31 |
$6,481,479 |
49,443 |
-0.7%
|
Shares |
Defined |
2023-05-10 |
| 2022-12-31 |
$7,017,303 |
49,807 |
-2.8%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$6,087,821 |
51,240 |
-10.8%
|
Shares |
Defined |
2022-11-09 |
| 2022-06-30 |
$8,113,905 |
57,468 |
-1.4%
|
Shares |
Defined |
2022-08-10 |
| 2022-03-31 |
$7,579,642 |
58,296 |
+9.3%
|
Shares |
Defined |
2022-05-12 |
| 2021-12-31 |
$7,131,292 |
53,354 |
+7.9%
|
Shares |
Defined |
2022-01-27 |
| 2021-09-30 |
$6,568,890 |
49,457 |
-2.7%
|
Shares |
Defined |
2021-11-12 |
| 2021-06-30 |
$7,125,447 |
50,844 |
-5.2%
|
Shares |
Defined |
2021-08-06 |
| 2021-03-31 |
$6,831,927 |
53,626 |
-95.1%
|
Shares |
Defined |
2021-05-13 |
| 2020-09-30 |
$128,193,636 |
1,102,084 |
+3633.3%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$3,408,346 |
29,520 |
-96.9%
|
Shares |
Defined |
2020-08-05 |
| 2020-03-31 |
$101,335,909 |
955,534 |
—
|
Shares |
Defined |
2020-04-30 |
