Holdings in IBM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$655,609,590 |
2,213,327 |
-27.5%
|
Shares |
Other |
2026-02-13 |
| 2025-09-30 |
$861,400,620 |
3,052,880 |
+39.6%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$644,868,687 |
2,187,627 |
-27.5%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$750,651,077 |
3,018,785 |
-25.0%
|
Shares |
Other |
2025-05-14 |
| 2024-12-31 |
$884,593,500 |
4,023,989 |
+26.4%
|
Shares |
Other |
2025-02-13 |
| 2024-09-30 |
$703,902,139 |
3,183,925 |
-10.7%
|
Shares |
Sole |
2024-11-13 |
| 2024-06-30 |
$616,859,554 |
3,566,693 |
+11.2%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$612,326,798 |
3,206,571 |
+2.6%
|
Shares |
Other |
2024-05-13 |
| 2023-12-31 |
$511,156,716 |
3,125,385 |
-10.4%
|
Shares |
Other |
2024-02-13 |
| 2023-09-30 |
$489,270,293 |
3,487,315 |
-10.3%
|
Shares |
Other |
2023-11-13 |
| 2023-06-30 |
$520,404,083 |
3,889,127 |
+1.0%
|
Shares |
Other |
2023-08-14 |
| 2023-03-31 |
$504,995,778 |
3,852,283 |
+16.2%
|
Shares |
Other |
2023-05-15 |
| 2022-12-31 |
$466,916,644 |
3,314,051 |
-5.9%
|
Shares |
Other |
2023-02-09 |
| 2022-09-30 |
$418,447,393 |
3,521,988 |
-6.4%
|
Shares |
Other |
2022-11-14 |
| 2022-06-30 |
$531,320,277 |
3,763,158 |
+9.9%
|
Shares |
Other |
2022-08-12 |
| 2022-03-31 |
$445,212,143 |
3,424,182 |
-5.5%
|
Shares |
Other |
2022-05-13 |
| 2021-12-31 |
$484,481,411 |
3,624,730 |
+15.0%
|
Shares |
Sole |
2022-02-08 |
| 2021-09-30 |
$418,698,463 |
3,152,368 |
-4.6%
|
Shares |
Sole |
2021-11-15 |
| 2021-06-30 |
$462,847,402 |
3,302,670 |
-4.9%
|
Shares |
Sole |
2021-10-12 |
| 2021-03-31 |
$442,327,716 |
3,471,971 |
+7.4%
|
Shares |
Sole |
2021-05-14 |
| 2020-12-31 |
$388,970,265 |
3,232,148 |
+8.1%
|
Shares |
Sole |
2021-02-02 |
| 2020-09-30 |
$347,919,401 |
2,991,072 |
+14.8%
|
Shares |
Sole |
2020-11-05 |
| 2020-06-30 |
$300,776,553 |
2,605,053 |
+19.0%
|
Shares |
Sole |
2020-07-22 |
| 2020-03-31 |
$232,240,489 |
2,189,882 |
—
|
Shares |
Sole |
2020-05-06 |
