Jefferies Group’s IBM Holdings & Trades

First Buy
Q4 2022
Duration Held
12 Quarters
Largest Add
Q4 2022
+134,668 Shares
Current Position
37,450 Shares
$10.57 M Value

Jefferies Group's IBM Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 37,450 shares of International Business Machines Corporation (IBM) worth $10.57 M, representing 0.05% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in IBM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 47,475 shares. Largest reduction occurred in Q4 2023, reducing 56,650 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's International Business Machines Corporation (IBM) Holding Value Over Time

Track share changes against reported price movement

Quarterly International Business Machines Corporation (IBM) Trades by Jefferies Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2022 +134,668 New Buy 134,668 $140.89
Q1 2023 +38,960 Add 28.93% 173,628 $131.09
Q2 2023 -49,609 Reduce 28.57% 124,019 $133.81
Q3 2023 -51,221 Reduce 41.30% 72,798 $140.30
Q4 2023 -56,650 Reduce 77.82% 16,148 $163.55
Q1 2024 -82 Reduce 0.51% 16,066 $190.96
Q2 2024 +47,475 Add 295.50% 63,541 $172.95
Q3 2024 -36,950 Reduce 58.15% 26,591 $221.08
Q4 2024 +14,207 Add 53.43% 40,798 $219.83
Q1 2025 -5,581 Reduce 13.68% 35,217 $248.66
Q2 2025 +17,428 Add 49.49% 52,645 $294.78
Q3 2025 -15,195 Reduce 28.86% 37,450 $282.16

Jefferies Group's International Business Machines Corporation Investment FAQs

Jefferies Group first purchased International Business Machines Corporation (IBM) in Q4 2022, acquiring 134,668 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held International Business Machines Corporation (IBM) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's largest addition to International Business Machines Corporation (IBM) was in Q4 2022, adding 134,668 shares worth $18.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 37,450 shares of International Business Machines Corporation (IBM), valued at approximately $10.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, International Business Machines Corporation (IBM) represents approximately 0.05% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group's peak holding in International Business Machines Corporation (IBM) was 173,628 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.