Alpine Woods Capital Investors’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 | – | Sell |
-726
| Closed | -$215K | – | 211 |
|
|
2025
Q4 | $215K | Sell |
726
-12
| -2% | -$3.59K | 0.05% | 168 |
|
|
2025
Q3 | $208K | Buy |
+738
| New | +$193K | 0.05% | 149 |
|
|
2021
Q3 | – | Sell |
-3,352
| Closed | -$470K | – | 225 |
|
|
2021
Q2 | $470K | Hold |
3,352
| – | – | 0.05% | 187 |
|
|
2021
Q1 | $427K | Hold |
3,352
| – | – | 0.05% | 193 |
|
|
2020
Q4 | $403K | Hold |
3,352
| – | – | 0.05% | 189 |
|
|
2020
Q3 | $390K | Sell |
3,352
-419
| -11% | -$49.3K | 0.06% | 200 |
|
|
2020
Q2 | $435K | Sell |
3,771
-146
| -4% | -$17K | 0.08% | 193 |
|
|
2020
Q1 | $415K | Hold |
3,917
| – | – | 0.09% | 182 |
|
|
2019
Q4 | $502K | Sell |
3,917
-1,322
| -25% | -$172K | 0.1% | 180 |
|
|
2019
Q3 | $728K | Hold |
5,239
| – | – | 0.13% | 127 |
|
|
2019
Q2 | $691K | Sell |
5,239
-314
| -6% | -$41.3K | 0.14% | 147 |
|
|
2019
Q1 | $749K | Sell |
5,553
-1,636
| -23% | -$209K | 0.16% | 131 |
|
|
2018
Q4 | $781K | Sell |
7,189
-209
| -3% | -$25.1K | 0.19% | 127 |
|
|
2018
Q3 | $1.07M | Hold |
7,398
| – | – | 0.22% | 101 |
|
|
2018
Q2 | $988K | Hold |
7,398
| – | – | 0.22% | 101 |
|
|
2018
Q1 | $1.08M | Hold |
7,398
| – | – | 0.06% | 238 |
|
|
2017
Q4 | $1.08M | Hold |
7,398
| – | – | 0.05% | 242 |
|
|
2017
Q3 | $1.03M | Hold |
7,398
| – | – | 0.05% | 256 |
|
|
2017
Q2 | $1.09M | Sell |
7,398
-3,766
| -34% | -$568K | 0.06% | 237 |
|
|
2017
Q1 | $1.86M | Sell |
11,164
-628
| -5% | -$105K | 0.1% | 186 |
|
|
2016
Q4 | $1.87M | Sell |
11,792
-697
| -6% | -$106K | 0.1% | 181 |
|
|
2016
Q3 | $1.9M | Hold |
12,489
| – | – | 0.1% | 187 |
|
|
2016
Q2 | $1.81M | Sell |
12,489
-4,393
| -26% | -$629K | 0.11% | 178 |
|
|
2016
Q1 | $2.44M | Sell |
16,882
-3,243
| -16% | -$414K | 0.14% | 152 |
|
|
2015
Q4 | $2.65M | Hold |
20,125
| – | – | 0.14% | 156 |
|
|
2015
Q3 | $2.79M | Hold |
20,125
| – | – | 0.15% | 148 |
|
|
2015
Q2 | $3.13M | Sell |
20,125
-1,098
| -5% | -$176K | 0.16% | 146 |
|
|
2015
Q1 | $3.26M | Sell |
21,223
-84,569
| -80% | -$12.8M | 0.17% | 143 |
|
|
2014
Q4 | $16.2M | Sell |
105,792
-13,517
| -11% | -$2.15M | 0.83% | 37 |
|
|
2014
Q3 | $21.7M | Sell |
119,309
-2,772
| -2% | -$505K | 1.15% | 14 |
|
|
2014
Q2 | $21.2K | Sell |
122,081
-1,360
| -1% | -$245K | 0.55% | 19 |
|
|
2014
Q1 | $22.7M | Sell |
123,441
-78
| -0.1% | -$13.7K | 1.25% | 16 |
|
|
2013
Q4 | $22.1M | Sell |
123,519
-549
| -0.4% | -$94.7K | 1.26% | 18 |
|
|
2013
Q3 | $22M | Sell |
124,068
-20,266
| -14% | -$3.68M | 1.35% | 16 |
|
|
2013
Q2 | $26.4M | Buy |
+144,334
| New | +$28.1M | 1.68% | 8 |
|
Other funds holding IBM
VCM
VPM
Alpine Woods Capital Investors's IBM Position: Q1 2026 in Review
Alpine Woods Capital Investors sold out of IBM (IBM) in Q1 2026, closing a stake of 726 shares — an estimated $215K sold.
Alpine Woods Capital Investors first reported a position in IBM in Q2 2013 and held it in 35 quarters. The position peaked at $26.4M in Q2 2013. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Alpine Woods Capital Investors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
- Alpine Woods Capital Investors sold 726 IBM shares in Q1 2026, an estimated $215K.
- Alpine Woods Capital Investors first reported a position in IBM in Q2 2013 and held it in 35 quarters.
- Alpine Woods Capital Investors's IBM position peaked at $26.4M in Q2 2013.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.