Holdings in IBM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$171,830,827 |
580,098 |
-3.9%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$170,360,589 |
603,773 |
-7.8%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$193,003,960 |
654,739 |
-3.5%
|
Shares |
Defined |
2025-08-12 |
| 2025-03-31 |
$168,701,635 |
678,443 |
+1.6%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$146,792,141 |
667,753 |
-44.2%
|
Shares |
Defined |
2025-02-11 |
| 2024-09-30 |
$264,638,948 |
1,197,028 |
+5.2%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$196,872,787 |
1,138,322 |
-21.4%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$276,408,870 |
1,447,470 |
+33.3%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$177,601,233 |
1,085,914 |
—
|
Shares |
Defined |
2024-02-13 |
