Advisors Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.4M | Sell |
158,446
-5,579
| -3% | -$1.51M | 0.64% | 15 |
|
|
2025
Q4 | $48.6M | Sell |
164,025
-20,967
| -11% | -$6.28M | 0.82% | 12 |
|
|
2025
Q3 | $52.2M | Sell |
184,992
-11,702
| -6% | -$3.06M | 0.89% | 11 |
|
|
2025
Q2 | $58M | Sell |
196,694
-16,517
| -8% | -$4.26M | 1.04% | 9 |
|
|
2025
Q1 | $53M | Sell |
213,211
-20,230
| -9% | -$4.95M | 1% | 10 |
|
|
2024
Q4 | $51.3M | Sell |
233,441
-3,187
| -1% | -$710K | 0.95% | 11 |
|
|
2024
Q3 | $52.3M | Sell |
236,628
-8,070
| -3% | -$1.58M | 0.96% | 11 |
|
|
2024
Q2 | $42.3M | Sell |
244,698
-12,281
| -5% | -$2.13M | 0.83% | 12 |
|
|
2024
Q1 | $49.1M | Sell |
256,979
-11,415
| -4% | -$2.08M | 0.94% | 10 |
|
|
2023
Q4 | $43.9M | Sell |
268,394
-19,744
| -7% | -$2.98M | 0.9% | 10 |
|
|
2023
Q3 | $40.4M | Sell |
288,138
-21,142
| -7% | -$3.01M | 0.87% | 15 |
|
|
2023
Q2 | $41.4M | Sell |
309,280
-14,506
| -4% | -$1.87M | 0.85% | 13 |
|
|
2023
Q1 | $42.4M | Sell |
323,786
-9,672
| -3% | -$1.29M | 0.86% | 14 |
|
|
2022
Q4 | $47M | Buy |
333,458
+598
| +0.2% | +$82.5K | 0.97% | 11 |
|
|
2022
Q3 | $39.5M | Buy |
332,860
+544
| +0.2% | +$71.4K | 0.83% | 13 |
|
|
2022
Q2 | $46.9M | Buy |
332,316
+4,536
| +1% | +$612K | 0.89% | 12 |
|
|
2022
Q1 | $42.6M | Buy |
327,780
+10,370
| +3% | +$1.35M | 0.66% | 19 |
|
|
2021
Q4 | $42.4M | Sell |
317,410
-16,764
| -5% | -$2.1M | 0.61% | 26 |
|
|
2021
Q3 | $44.4M | Buy |
334,174
+2,208
| +0.7% | +$295K | 0.67% | 20 |
|
|
2021
Q2 | $46.5M | Buy |
331,966
+6,665
| +2% | +$911K | 0.69% | 17 |
|
|
2021
Q1 | $41.4M | Sell |
325,301
-6,073
| -2% | -$727K | 0.64% | 22 |
|
|
2020
Q4 | $39.9M | Sell |
331,374
-4,795
| -1% | -$554K | 0.66% | 17 |
|
|
2020
Q3 | $39.1M | Sell |
336,169
-999
| -0.3% | -$118K | 0.72% | 17 |
|
|
2020
Q2 | $38.9M | Sell |
337,168
-2,790
| -0.8% | -$324K | 0.76% | 15 |
|
|
2020
Q1 | $36.1M | Sell |
339,958
-4,860
| -1% | -$615K | 0.86% | 17 |
|
|
2019
Q4 | $44.2M | Buy |
344,818
+7,289
| +2% | +$947K | 0.77% | 14 |
|
|
2019
Q3 | $46.9M | Sell |
337,529
-1,688
| -0.5% | -$228K | 0.86% | 13 |
|
|
2019
Q2 | $44.7M | Buy |
339,217
+4,945
| +1% | +$650K | 0.81% | 11 |
|
|
2019
Q1 | $45.1M | Buy |
334,272
+9,528
| +3% | +$1.21M | 0.8% | 10 |
|
|
2018
Q4 | $35.3M | Buy |
324,744
+3,682
| +1% | +$442K | 0.71% | 13 |
|
|
2018
Q3 | $46.4M | Buy |
321,062
+12,580
| +4% | +$1.76M | 0.76% | 11 |
|
|
2018
Q2 | $41.2M | Buy |
308,482
+31,087
| +11% | +$4.34M | 0.7% | 12 |
|
|
2018
Q1 | $41.3M | Buy |
277,395
+4,102
| +2% | +$621K | 0.69% | 11 |
|
|
2017
Q4 | $40.1M | Buy |
273,293
+1,881
| +0.7% | +$274K | 0.66% | 15 |
|
|
2017
Q3 | $37.6M | Buy |
271,412
+21,677
| +9% | +$3.02M | 0.63% | 12 |
|
|
2017
Q2 | $36.7M | Sell |
249,735
-13,657
| -5% | -$2.06M | 0.61% | 15 |
|
|
2017
Q1 | $43.9M | Sell |
263,392
-25,917
| -9% | -$4.35M | 0.73% | 9 |
|
|
2016
Q4 | $45.9M | Buy |
289,309
+41,459
| +17% | +$6.32M | 0.76% | 6 |
|
|
2016
Q3 | $37.6M | Buy |
247,850
+26,042
| +12% | +$3.95M | 0.62% | 9 |
|
|
2016
Q2 | $32.2M | Buy |
221,808
+57,106
| +35% | +$8.17M | 0.52% | 14 |
|
|
2016
Q1 | $23.8M | Buy |
164,702
+64,486
| +64% | +$8.24M | 0.4% | 38 |
|
|
2015
Q4 | $13.2M | Buy |
100,216
+56,205
| +128% | +$7.55M | 0.21% | 116 |
|
|
2015
Q3 | $6.1M | Buy |
44,011
+16,262
| +59% | +$2.4M | 0.1% | 293 |
|
|
2015
Q2 | $4.32M | Buy |
27,749
+15,759
| +131% | +$2.53M | 0.06% | 431 |
|
|
2015
Q1 | $1.84M | Sell |
11,990
-146
| -1% | -$22.1K | 0.02% | 693 |
|
|
2014
Q4 | $1.86M | Sell |
12,136
-1,210
| -9% | -$193K | 0.02% | 672 |
|
|
2014
Q3 | $2.42M | Sell |
13,346
-1,024
| -7% | -$187K | 0.03% | 548 |
|
|
2014
Q2 | $2.49M | Sell |
14,370
-1,107
| -7% | -$199K | 0.03% | 530 |
|
|
2014
Q1 | $2.85M | Buy |
15,477
+537
| +4% | +$94.5K | 0.04% | 453 |
|
|
2013
Q4 | $2.68M | Buy |
14,940
+1,930
| +15% | +$333K | 0.04% | 440 |
|
|
2013
Q3 | $2.3M | Buy |
13,010
+1,131
| +10% | +$206K | 0.04% | 454 |
|
|
2013
Q2 | $2.17M | Buy |
+11,879
| New | +$2.31M | 0.04% | 443 |
|
Other funds holding IBM
VCM
VPM
Advisors Asset Management's IBM Position: Q1 2026 in Review
Advisors Asset Management reduced its IBM (IBM) stake by 3.4% in Q1 2026, selling an estimated $1.51M and leaving 158,446 shares worth $38.4M. The position accounts for 0.64% of the portfolio, ranked #15.
Advisors Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $58M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Advisors Asset Management held 158,446 shares of IBM worth $38.4M as of Q1 2026.
- Advisors Asset Management sold 5,579 IBM shares in Q1 2026, an estimated $1.51M.
- IBM made up 0.64% of Advisors Asset Management's portfolio in Q1 2026, its #15 holding.
- Advisors Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Advisors Asset Management's IBM position peaked at $58M in Q2 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.