Ancora 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 | $1.67M | Sell |
6,883
-96
| -1% | -$26K | 0.04% | 306 |
|
|
2025
Q4 | $2.07M | Buy |
6,979
+371
| +6% | +$111K | 0.04% | 300 |
|
|
2025
Q3 | $1.86M | Sell |
6,608
-43
| -0.6% | -$11.3K | 0.04% | 308 |
|
|
2025
Q2 | $1.96M | Sell |
6,651
-149
| -2% | -$38.4K | 0.04% | 296 |
|
|
2025
Q1 | $1.69M | Sell |
6,800
-39
| -0.6% | -$9.54K | 0.04% | 304 |
|
|
2024
Q4 | $1.5M | Buy |
6,839
+916
| +15% | +$204K | 0.03% | 326 |
|
|
2024
Q3 | $1.31M | Sell |
5,923
-2,209
| -27% | -$433K | 0.03% | 341 |
|
|
2024
Q2 | $1.41M | Sell |
8,132
-82
| -1% | -$14.2K | 0.03% | 322 |
|
|
2024
Q1 | $1.57M | Buy |
8,214
+183
| +2% | +$33.4K | 0.04% | 316 |
|
|
2023
Q4 | $1.31M | Sell |
8,031
-24
| -0.3% | -$3.63K | 0.03% | 334 |
|
|
2023
Q3 | $1.13M | Sell |
8,055
-11
| -0.1% | -$1.56K | 0.03% | 341 |
|
|
2023
Q2 | $1.08M | Sell |
8,066
-363
| -4% | -$46.8K | 0.03% | 340 |
|
|
2023
Q1 | $1.1M | Sell |
8,429
-267
| -3% | -$35.7K | 0.03% | 337 |
|
|
2022
Q4 | $1.23M | Sell |
8,696
-4,421
| -34% | -$610K | 0.04% | 323 |
|
|
2022
Q3 | $1.56M | Buy |
13,117
+188
| +1% | +$24.7K | 0.05% | 285 |
|
|
2022
Q2 | $1.82M | Buy |
12,929
+303
| +2% | +$40.9K | 0.05% | 272 |
|
|
2022
Q1 | $1.64M | Sell |
12,626
-559
| -4% | -$72.9K | 0.04% | 312 |
|
|
2021
Q4 | $1.76M | Buy |
13,185
+1,268
| +11% | +$159K | 0.04% | 300 |
|
|
2021
Q3 | $1.58M | Sell |
11,917
-65
| -0.5% | -$8.69K | 0.04% | 311 |
|
|
2021
Q2 | $1.68M | Buy |
11,982
+45
| +0.4% | +$6.15K | 0.04% | 304 |
|
|
2021
Q1 | $1.52M | Buy |
11,937
+1,184
| +11% | +$142K | 0.04% | 302 |
|
|
2020
Q4 | $1.29M | Sell |
10,753
-2,460
| -19% | -$284K | 0.04% | 315 |
|
|
2020
Q3 | $1.54M | Buy |
13,213
+1,662
| +14% | +$196K | 0.06% | 263 |
|
|
2020
Q2 | $1.33M | Sell |
11,551
-377
| -3% | -$43.8K | 0.06% | 279 |
|
|
2020
Q1 | $1.26M | Sell |
11,928
-120
| -1% | -$15.2K | 0.06% | 284 |
|
|
2019
Q4 | $1.54M | Sell |
12,048
-287
| -2% | -$37.3K | 0.06% | 292 |
|
|
2019
Q3 | $1.72M | Buy |
+12,335
| New | +$1.66M | 0.07% | 247 |
|
|
2019
Q2 | – | Sell |
-13,275
| Closed | -$1.79M | – | 600 |
|
|
2019
Q1 | $1.79M | Buy |
13,275
+186
| +1% | +$23.7K | 0.08% | 233 |
|
|
2018
Q4 | $1.42M | Buy |
13,089
+1,802
| +16% | +$216K | 0.07% | 239 |
|
|
2018
Q3 | $1.63M | Buy |
11,287
+2,204
| +24% | +$308K | 0.06% | 264 |
|
|
2018
Q2 | $1.21M | Sell |
9,083
-1,456
| -14% | -$203K | 0.05% | 306 |
|
|
2018
Q1 | $1.55M | Buy |
10,539
+2,581
| +32% | +$391K | 0.07% | 262 |
|
|
2017
Q4 | $1.17M | Sell |
7,958
-995
| -11% | -$145K | 0.06% | 279 |
|
|
2017
Q3 | $1.24M | Buy |
8,953
+2,200
| +33% | +$306K | 0.07% | 277 |
|
|
2017
Q2 | $994K | Buy |
6,753
+10
| +0.1% | +$1.51K | 0.06% | 312 |
|
|
2017
Q1 | $1.12M | Hold |
6,743
| – | – | 0.08% | 272 |
|
|
2016
Q4 | $1.07M | Buy |
6,743
+2,053
| +44% | +$313K | 0.08% | 276 |
|
|
2016
Q3 | $712K | Buy |
4,690
+21
| +0.4% | +$3.19K | 0.07% | 278 |
|
|
2016
Q2 | $678K | Sell |
4,669
-306
| -6% | -$43.8K | 0.08% | 273 |
|
|
2016
Q1 | $720K | Hold |
4,975
| – | – | 0.09% | 249 |
|
|
2015
Q4 | $655K | Sell |
4,975
-3,530
| -42% | -$474K | 0.08% | 257 |
|
|
2015
Q3 | $1.18M | Buy |
8,505
+1
| +0% | +$148 | 0.15% | 170 |
|
|
2015
Q2 | $1.32M | Buy |
+8,504
| New | +$1.37M | 0.16% | 177 |
|
|
2015
Q1 | – | Sell |
-8,658
| Closed | -$1.31M | – | 175 |
|
|
2014
Q4 | $1.33M | Sell |
8,658
-2,036
| -19% | -$324K | 0.16% | 166 |
|
|
2014
Q3 | $1.94M | Sell |
10,694
-130
| -1% | -$23.7K | 0.25% | 109 |
|
|
2014
Q2 | $1.88M | Sell |
10,824
-224
| -2% | -$40.3K | 0.24% | 114 |
|
|
2014
Q1 | $2.03M | Sell |
11,048
-157
| -1% | -$27.6K | 0.29% | 95 |
|
|
2013
Q4 | $2.01M | Sell |
11,205
-1,587
| -12% | -$274K | 0.3% | 100 |
|
|
2013
Q3 | $2.27M | Sell |
12,792
-1,805
| -12% | -$328K | 0.39% | 66 |
|
|
2013
Q2 | $2.67M | Buy |
+14,597
| New | +$2.84M | 0.46% | 55 |
|
Other funds holding IBM
VCM
VPM
Ancora Advisors's IBM Position: Q1 2026 in Review
Ancora Advisors reduced its IBM (IBM) stake by 1.4% in Q1 2026, selling an estimated $26K and leaving 6,883 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #306.
Ancora Advisors first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.67M in Q2 2013. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Ancora Advisors held 6,883 shares of IBM worth $1.67M as of Q1 2026.
- Ancora Advisors sold 96 IBM shares in Q1 2026, an estimated $26K.
- IBM made up 0.04% of Ancora Advisors's portfolio in Q1 2026, its #306 holding.
- Ancora Advisors first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
- Ancora Advisors's IBM position peaked at $2.67M in Q2 2013.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.