Ownership history in ADVOCATE GROUP LLC · 15 quarters on record
This page tracks every 13F SEC filing in which ADVOCATE GROUP LLC reported a position in INTERNATIONAL BUSINESS MACHS (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 38,994 | -5,843 | -13.0% | 1.87% | $11.6M | $294.53 |
| 2025 Q3 | REDUCED | 44,837 | -2,846 | -6.0% | 2.08% | $12.7M | $279.02 |
| 2025 Q2 | REDUCED | 47,683 | -4,242 | -8.2% | 2.51% | $14.1M | $289.54 |
| 2025 Q1 | REDUCED | 51,925 | -5,214 | -9.1% | 2.35% | $12.9M | $242.63 |
| 2024 Q4 | REDUCED | 57,139 | -8,464 | -12.9% | 2.37% | $12.6M | $213.08 |
| 2024 Q3 | ADDED | 65,603 | +524 | +0.8% | 2.63% | $14.5M | $212.61 |
| 2024 Q2 | REDUCED | 65,079 | -1,476 | -2.2% | 2.27% | $11.3M | $164.89 |
| 2024 Q1 | REDUCED | 66,555 | -3,960 | -5.6% | 2.53% | $12.7M | $180.27 |
| 2023 Q4 | REDUCED | 70,515 | -530 | -0.7% | 2.48% | $11.5M | $153.00 |
| 2023 Q3 | ADDED | 71,045 | +581 | +0.8% | 2.31% | $10.0M | $129.77 |
As of 2025 Q4 — sorted by position size