Holdings in IBM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$561,814,100 |
1,896,675 |
+359.7%
|
Shares |
Sole |
2026-02-19 |
| 2025-09-30 |
$116,413,007 |
412,578 |
+6.4%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$114,332,780 |
387,858 |
-0.0%
|
Shares |
Defined |
2025-09-26 |
| 2025-03-31 |
$96,477,094 |
387,988 |
-4.8%
|
Shares |
Defined |
2025-05-14 |
| 2024-12-31 |
$89,620,732 |
407,682 |
-10.4%
|
Shares |
Other |
2025-02-10 |
| 2024-09-30 |
$100,615,939 |
455,111 |
+10.4%
|
Shares |
Other |
2024-11-12 |
| 2024-06-30 |
$71,305,209 |
412,288 |
+3.4%
|
Shares |
Other |
2024-08-13 |
| 2024-03-31 |
$76,106,343 |
398,546 |
-2.1%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$66,598,213 |
407,204 |
+8.5%
|
Shares |
Sole |
2024-02-09 |
| 2023-09-30 |
$52,677,177 |
375,461 |
+4.0%
|
Shares |
Other |
2023-11-03 |
| 2023-06-30 |
$48,330,833 |
361,190 |
+1.7%
|
Shares |
Other |
2023-08-10 |
| 2023-03-31 |
$46,535,769 |
354,991 |
+354891.0%
|
Shares |
Other |
2023-05-15 |
| 2023-03-31 |
$13,109 |
100 |
-100.0%
|
Shares |
Sole |
2023-05-15 |
| 2022-12-31 |
$39,270,409 |
278,731 |
—
|
Shares |
Other |
2023-02-15 |
