IBM INTERNATIONAL BUSINESS MACHS

Ownership history in Ethic Inc.  ·  25 quarters on record

This page tracks every 13F SEC filing in which Ethic Inc. 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.

Peak position
0.73% (2022 Q4)
Avg. % of fund
0.53%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 126,162 +4,385 +3.6% 0.57% $37.4M $294.53
2025 Q3 REDUCED 121,777 -9,643 -7.3% 0.57% $34.4M $279.02
2025 Q2 ADDED 131,420 +3,262 +2.5% 0.68% $38.1M $289.54
2025 Q1 ADDED 128,158 +4,820 +3.9% 0.65% $32.1M $242.63
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBM price (monthly, adj. close)
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