Ownership history in Clean Yield Group · 58 quarters on record
This page tracks every 13F SEC filing in which Clean Yield Group reported a position in International Business Machine (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 | 18,825 | -147 | -0.8% | 1.55% | $5.6M | $294.53 |
| 2025 Q3 | REDUCED | 18,972 | -557 | -2.9% | 1.51% | $5.4M | $279.02 |
| 2025 Q2 | REDUCED | 19,529 | -1,636 | -7.7% | 1.72% | $5.8M | $289.54 |
| 2025 Q1 | REDUCED | 21,165 | -398 | -1.8% | 1.71% | $5.3M | $242.63 |
| 2024 Q4 | ADDED | 21,563 | +627 | +3.0% | 1.51% | $4.7M | $213.08 |
| 2024 Q3 | REDUCED | 20,936 | -1,498 | -6.7% | 1.47% | $4.6M | $212.61 |
| 2024 Q2 | ADDED | 22,434 | +698 | +3.2% | 1.45% | $3.9M | $164.89 |
| 2024 Q1 | REDUCED | 21,736 | -392 | -1.8% | 1.61% | $4.2M | $180.27 |
| 2023 Q4 | REDUCED | 22,128 | -290 | -1.3% | 1.52% | $3.6M | $153.00 |
| 2023 Q3 | REDUCED | 22,418 | -692 | -3.0% | 1.42% | $3.2M | $129.77 |
As of 2025 Q4 — sorted by position size