A detailed history of Morningstar Investment Management LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Morningstar Investment Management LLC holds 1,371 shares of IBM stock, worth $350,564. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,371
Previous 1,736 21.03%
Holding current value
$350,564
Previous $408,000 26.23%
% of portfolio
0.02%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025

SELL
$204.9 - $238.04 $74,788 - $86,884
-365 Reduced 21.03%
1,371 $301,000
Q3 2024

Nov 12, 2024

SELL
$175.1 - $223.38 $149,710 - $190,989
-855 Reduced 33.0%
1,736 $408,000
Q2 2024

Aug 08, 2024

SELL
$164.43 - $190.9 $118,882 - $138,020
-723 Reduced 21.82%
2,591 $448,000
Q4 2023

Feb 13, 2024

SELL
$136.38 - $164.71 $1.17 Million - $1.42 Million
-8,613 Reduced 72.21%
3,314 $542,000
Q3 2023

Apr 09, 2024

SELL
$132.08 - $149.83 $9,906 - $11,237
-75 Reduced 0.62%
11,927 $1.67 Million
Q3 2023

Nov 14, 2023

SELL
$132.08 - $149.83 $9,906 - $11,237
-75 Reduced 0.62%
11,927 $1.67 Million
Q2 2023

Apr 09, 2024

BUY
$120.9 - $138.4 $950,757 - $1.09 Million
7,864 Added 190.04%
12,002 $1.61 Million
Q2 2023

Aug 14, 2023

BUY
$120.9 - $138.4 $950,757 - $1.09 Million
7,864 Added 190.04%
12,002 $1.61 Million
Q1 2023

Apr 09, 2024

BUY
$123.28 - $145.87 $101,582 - $120,196
824 Added 24.86%
4,138 $542,000
Q1 2023

May 15, 2023

BUY
$123.28 - $145.87 $53,996 - $63,891
438 Added 11.84%
4,138 $542,000
Q4 2022

Apr 05, 2024

BUY
$117.75 - $150.62 $45,451 - $58,139
386 Added 11.65%
3,700 $521,000
Q4 2022

Feb 10, 2023

BUY
$117.75 - $150.62 $435,675 - $557,294
3,700 New
3,700 $521,000

Others Institutions Holding IBM

About INTERNATIONAL BUSINESS MACHINES CORP


  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $229B
  • Description
  • International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for bu...
More about IBM
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