Ownership history in Exeter Financial, LLC · 31 quarters on record
This page tracks every 13F SEC filing in which Exeter Financial, 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 | 15,690 | -125 | -0.8% | 1.98% | $4.6M | $294.53 |
| 2025 Q3 | REDUCED | 15,815 | -121 | -0.8% | 1.93% | $4.5M | $279.02 |
| 2025 Q2 | REDUCED | 15,936 | -620 | -3.7% | 2.09% | $4.7M | $289.54 |
| 2025 Q1 | REDUCED | 16,556 | -1,275 | -7.2% | 1.85% | $4.1M | $242.63 |
| 2024 Q4 | REDUCED | 17,831 | -133 | -0.7% | 1.79% | $3.9M | $213.08 |
| 2024 Q3 | REDUCED | 17,964 | -290 | -1.6% | 1.76% | $4.0M | $212.61 |
| 2024 Q2 | ADDED | 18,254 | +128 | +0.7% | 1.51% | $3.2M | $164.89 |
| 2024 Q1 | REDUCED | 18,126 | -76 | -0.4% | 1.57% | $3.4M | $180.27 |
| 2023 Q4 | ADDED | 18,202 | +516 | +2.9% | 1.41% | $2.9M | $153.00 |
| 2023 Q3 | ADDED | 17,686 | +68 | +0.4% | 1.31% | $2.5M | $129.77 |
As of 2025 Q4 — sorted by position size