Ownership history in Virtu Financial LLC Β· 32 quarters on record
This page tracks every 13F SEC filing in which Virtu Financial LLC reported a position in INTERNATIONAL BUSINESS MACHS COM (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Virtu Financial LLC underperformed the S&P 500 by β9.9% annually on this IBM position. Timing score: 43% (13/30 decisions correct). Average cost basis: $108.64. Maximum drawdown during holding period: β35.5%.
β Significantly underperformed the S&P 500 by 9.9% ann.
30 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
13 of 30 add/trim decisions correct
Best entry: $85.56 (2015 Q4) Β· Worst: $129.77 (2023 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 17 trims. Bought during 5 of 13 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size