Affinity Investment Advisors’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 | $1.94M | Buy |
7,984
+1,099
| +16% | +$297K | 1.21% | 23 |
|
|
2025
Q4 | $2.04M | Sell |
6,885
-339
| -5% | -$102K | 1.35% | 19 |
|
|
2025
Q3 | $2.04M | Sell |
7,224
-427
| -6% | -$112K | 1.38% | 21 |
|
|
2025
Q2 | $2.26M | Sell |
7,651
-439
| -5% | -$113K | 1.71% | 12 |
|
|
2025
Q1 | $2.01M | Sell |
8,090
-2,048
| -20% | -$501K | 1.64% | 9 |
|
|
2024
Q4 | $2.23M | Sell |
10,138
-5,561
| -35% | -$1.24M | 1.86% | 10 |
|
|
2024
Q3 | $3.47M | Sell |
15,699
-14
| -0.1% | -$2.75K | 2.38% | 5 |
|
|
2024
Q2 | $2.72M | Buy |
15,713
+157
| +1% | +$27.3K | 2.04% | 8 |
|
|
2024
Q1 | $2.97M | Sell |
15,556
-369
| -2% | -$67.3K | 2.17% | 6 |
|
|
2023
Q4 | $2.6M | Sell |
15,925
-593
| -4% | -$89.6K | 1.77% | 6 |
|
|
2023
Q3 | $2.32M | Sell |
16,518
-1,531
| -8% | -$218K | 1.5% | 8 |
|
|
2023
Q2 | $2.42M | Sell |
18,049
-1,778
| -9% | -$229K | 1.4% | 8 |
|
|
2023
Q1 | $2.6M | Sell |
19,827
-4,371
| -18% | -$585K | 1.39% | 9 |
|
|
2022
Q4 | $3.41M | Sell |
24,198
-228
| -0.9% | -$31.4K | 1.57% | 10 |
|
|
2022
Q3 | $2.9M | Buy |
24,426
+9,663
| +65% | +$1.27M | 1.51% | 11 |
|
|
2022
Q2 | $2.08M | Buy |
14,763
+272
| +2% | +$36.7K | 1.02% | 26 |
|
|
2022
Q1 | $1.88M | Buy |
14,491
+2,921
| +25% | +$381K | 0.77% | 40 |
|
|
2021
Q4 | $1.55M | Sell |
11,570
-57
| -0.5% | -$7.15K | 0.62% | 49 |
|
|
2021
Q3 | $1.54M | Buy |
11,627
+588
| +5% | +$78.6K | 0.69% | 45 |
|
|
2021
Q2 | $1.55M | Sell |
11,039
-960
| -8% | -$131K | 0.7% | 47 |
|
|
2021
Q1 | $1.53M | Sell |
11,999
-435
| -3% | -$52.1K | 0.56% | 55 |
|
|
2020
Q4 | $1.5M | Sell |
12,434
-20,237
| -62% | -$2.34M | 0.6% | 53 |
|
|
2020
Q3 | $3.8M | Buy |
32,671
+4,411
| +16% | +$519K | 1.67% | 16 |
|
|
2020
Q2 | $3.26M | Sell |
28,260
-2,301
| -8% | -$267K | 1.55% | 17 |
|
|
2020
Q1 | $3.24M | Buy |
+30,561
| New | +$3.86M | 1.65% | 15 |
|
|
2017
Q2 | – | Sell |
-90,738
| Closed | -$15.1M | – | 181 |
|
|
2017
Q1 | $15.1M | Sell |
90,738
-1,957
| -2% | -$328K | 1.37% | 28 |
|
|
2016
Q4 | $14.7M | Sell |
92,695
-11,083
| -11% | -$1.69M | 1.39% | 25 |
|
|
2016
Q3 | $15.8M | Buy |
103,778
+50,140
| +93% | +$7.61M | 1.34% | 25 |
|
|
2016
Q2 | $7.78M | Buy |
53,638
+43,868
| +449% | +$6.28M | 0.58% | 60 |
|
|
2016
Q1 | $1.42M | Buy |
9,770
+972
| +11% | +$124K | 0.12% | 106 |
|
|
2015
Q4 | $1.16M | Buy |
8,798
+12
| +0.1% | +$1.61K | 0.1% | 114 |
|
|
2015
Q3 | $1.22M | Buy |
+8,786
| New | +$1.3M | 0.11% | 114 |
|
|
2013
Q4 | – | Sell |
-25,375
| Closed | -$4.49M | – | 86 |
|
|
2013
Q3 | $4.49M | Sell |
25,375
-51,043
| -67% | -$9.28M | 0.58% | 57 |
|
|
2013
Q2 | $14M | Buy |
+76,418
| New | +$14.9M | 1.21% | 37 |
|
Other funds holding IBM
VCM
VPM
Affinity Investment Advisors's IBM Position: Q1 2026 in Review
Affinity Investment Advisors increased its IBM (IBM) stake by 16% in Q1 2026, buying an estimated $297K and bringing the position to 7,984 shares worth $1.94M. The position accounts for 1.21% of the portfolio, ranked #23.
Affinity Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 34 quarters since. The position peaked at $15.8M in Q3 2016. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Affinity Investment Advisors held 7,984 shares of IBM worth $1.94M as of Q1 2026.
- Affinity Investment Advisors bought 1,099 IBM shares in Q1 2026, an estimated $297K.
- IBM made up 1.21% of Affinity Investment Advisors's portfolio in Q1 2026, its #23 holding.
- Affinity Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 34 quarters since.
- Affinity Investment Advisors's IBM position peaked at $15.8M in Q3 2016.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.