Holdings in IBM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$248,880,381 |
840,216 |
+27.8%
|
Shares |
Defined |
2026-01-26 |
| 2025-09-30 |
$185,450,505 |
657,253 |
-39.7%
|
Shares |
Defined |
2026-01-20 |
| 2025-06-30 |
$321,074,670 |
1,089,201 |
+9801.8%
|
Shares |
Defined |
2025-08-08 |
| 2025-03-31 |
$2,735,260 |
11,000 |
-99.3%
|
Shares |
Defined |
2025-04-25 |
| 2024-12-31 |
$370,908,826 |
1,687,253 |
+12412.1%
|
Shares |
Defined |
2025-01-22 |
| 2024-09-30 |
$2,981,263 |
13,485 |
-96.8%
|
Shares |
Defined |
2024-11-06 |
| 2024-06-30 |
$72,678,605 |
420,229 |
+13.2%
|
Shares |
Defined |
2024-07-17 |
| 2024-03-31 |
$70,920,634 |
371,390 |
+6.2%
|
Shares |
Defined |
2024-05-08 |
| 2023-12-31 |
$57,216,004 |
349,838 |
+25.8%
|
Shares |
Defined |
2024-02-13 |
| 2023-09-30 |
$39,015,465 |
278,086 |
-2.3%
|
Shares |
Defined |
2024-02-15 |
| 2023-06-30 |
$38,070,148 |
284,509 |
-62.7%
|
Shares |
Defined |
2024-02-15 |
| 2023-03-31 |
$100,048,280 |
763,203 |
-8.2%
|
Shares |
Defined |
2024-02-14 |
| 2022-12-31 |
$117,082,971 |
831,024 |
+22.1%
|
Shares |
Defined |
2024-02-14 |
| 2022-09-30 |
$80,839,749 |
680,412 |
+131.6%
|
Shares |
Defined |
2024-02-15 |
| 2022-06-30 |
$41,483,174 |
293,811 |
+78.8%
|
Shares |
Defined |
2024-02-14 |
| 2022-03-31 |
$21,360,725 |
164,288 |
+2.4%
|
Shares |
Defined |
2024-02-14 |
| 2021-12-31 |
$21,442,805 |
160,428 |
+6674.8%
|
Shares |
Defined |
2024-02-14 |
| 2021-09-30 |
$314,518 |
2,368 |
-99.0%
|
Shares |
Defined |
2021-11-10 |
| 2021-06-30 |
$33,185,255 |
236,795 |
+5988.8%
|
Shares |
Defined |
2022-02-15 |
| 2021-03-31 |
$495,457 |
3,889 |
-98.5%
|
Shares |
Defined |
2022-02-14 |
| 2020-12-31 |
$32,081,356 |
266,580 |
-4.6%
|
Shares |
Defined |
2022-02-14 |
| 2020-09-30 |
$32,512,639 |
279,512 |
+3.0%
|
Shares |
Defined |
2022-02-14 |
| 2020-06-30 |
$31,317,649 |
271,245 |
+33.2%
|
Shares |
Defined |
2022-02-14 |
| 2020-03-31 |
$21,594,650 |
203,624 |
—
|
Shares |
Defined |
2020-05-04 |