Atria Investments’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 | $16.1M | Sell |
66,371
-6,902
| -9% | -$1.87M | 0.18% | 106 |
|
|
2025
Q4 | $21.7M | Sell |
73,273
-5
| -0% | -$1.5K | 0.25% | 65 |
|
|
2025
Q3 | $20.7M | Sell |
73,278
-7,270
| -9% | -$1.9M | 0.24% | 73 |
|
|
2025
Q2 | $23.7M | Sell |
80,548
-1,635
| -2% | -$421K | 0.28% | 56 |
|
|
2025
Q1 | $20.4M | Sell |
82,183
-605
| -0.7% | -$148K | 0.26% | 65 |
|
|
2024
Q4 | $18.2M | Buy |
82,788
+819
| +1% | +$182K | 0.23% | 84 |
|
|
2024
Q3 | $18.1M | Buy |
81,969
+4,112
| +5% | +$806K | 0.23% | 85 |
|
|
2024
Q2 | $13.5M | Sell |
77,857
-1,417
| -2% | -$246K | 0.17% | 130 |
|
|
2024
Q1 | $15.1M | Sell |
79,274
-141
| -0.2% | -$25.7K | 0.21% | 102 |
|
|
2023
Q4 | $13M | Buy |
79,415
+2,681
| +3% | +$405K | 0.2% | 115 |
|
|
2023
Q3 | $10.8M | Buy |
76,734
+4,082
| +6% | +$581K | 0.19% | 118 |
|
|
2023
Q2 | $9.72M | Buy |
72,652
+407
| +0.6% | +$52.5K | 0.18% | 135 |
|
|
2023
Q1 | $9.47M | Sell |
72,245
-43
| -0.1% | -$5.75K | 0.18% | 139 |
|
|
2022
Q4 | $10.2M | Buy |
72,288
+10,097
| +16% | +$1.39M | 0.21% | 113 |
|
|
2022
Q3 | $7.39M | Buy |
62,191
+1,323
| +2% | +$174K | 0.16% | 155 |
|
|
2022
Q2 | $8.59M | Buy |
60,868
+19,249
| +46% | +$2.6M | 0.18% | 133 |
|
|
2022
Q1 | $5.41M | Buy |
41,619
+9,490
| +30% | +$1.24M | 0.09% | 256 |
|
|
2021
Q4 | $4.29M | Sell |
32,129
-6,956
| -18% | -$872K | 0.08% | 326 |
|
|
2021
Q3 | $5.19M | Buy |
39,085
+942
| +2% | +$126K | 0.09% | 241 |
|
|
2021
Q2 | $5.35M | Buy |
38,143
+1,819
| +5% | +$249K | 0.1% | 226 |
|
|
2021
Q1 | $4.63M | Buy |
36,324
+4,149
| +13% | +$497K | 0.1% | 228 |
|
|
2020
Q4 | $3.87M | Buy |
32,175
+621
| +2% | +$71.8K | 0.09% | 245 |
|
|
2020
Q3 | $3.67M | Sell |
31,554
-6,373
| -17% | -$750K | 0.11% | 210 |
|
|
2020
Q2 | $4.38M | Buy |
+37,927
| New | +$4.4M | 0.15% | 164 |
|
|
2020
Q1 | – | Sell |
-23,961
| Closed | -$3.07M | – | 832 |
|
|
2019
Q4 | $3.07M | Buy |
23,961
+8,650
| +56% | +$1.12M | 0.08% | 214 |
|
|
2019
Q3 | $2.13M | Buy |
15,311
+9,585
| +167% | +$1.29M | 0.08% | 220 |
|
|
2019
Q2 | $733K | Sell |
5,726
-1,243
| -18% | -$163K | 0.03% | 486 |
|
|
2019
Q1 | $940K | Buy |
6,969
+3,109
| +81% | +$396K | 0.04% | 376 |
|
|
2018
Q4 | $419K | Sell |
3,860
-16,055
| -81% | -$1.93M | 0.02% | 560 |
|
|
2018
Q3 | $2.88M | Sell |
19,915
-2,620
| -12% | -$366K | 0.11% | 159 |
|
|
2018
Q2 | $3.01M | Sell |
22,535
-1,449
| -6% | -$202K | 0.13% | 141 |
|
|
2018
Q1 | $3.52M | Sell |
23,984
-1,193
| -5% | -$181K | 0.17% | 114 |
|
|
2017
Q4 | $3.69M | Buy |
25,177
+1,028
| +4% | +$149K | 0.18% | 106 |
|
|
2017
Q3 | $3.35M | Buy |
24,149
+457
| +2% | +$63.7K | 0.18% | 108 |
|
|
2017
Q2 | $3.48M | Buy |
23,692
+2,589
| +12% | +$390K | 0.21% | 86 |
|
|
2017
Q1 | $3.51M | Buy |
21,103
+4,316
| +26% | +$724K | 0.23% | 82 |
|
|
2016
Q4 | $2.66M | Buy |
16,787
+4,984
| +42% | +$759K | 0.2% | 93 |
|
|
2016
Q3 | $1.79M | Buy |
11,803
+2,609
| +28% | +$396K | 0.16% | 111 |
|
|
2016
Q2 | $1.35M | Buy |
9,194
+2,014
| +28% | +$288K | 0.15% | 124 |
|
|
2016
Q1 | $1.04M | Buy |
7,180
+507
| +8% | +$64.8K | 0.12% | 140 |
|
|
2015
Q4 | $840K | Sell |
6,673
-1,072
| -14% | -$144K | 0.09% | 163 |
|
|
2015
Q3 | $1.07M | Sell |
7,745
-728
| -9% | -$108K | 0.15% | 102 |
|
|
2015
Q2 | $1.32M | Buy |
8,473
+288
| +4% | +$46.3K | 0.15% | 96 |
|
|
2015
Q1 | $1.26M | Sell |
8,185
-618
| -7% | -$93.7K | 0.14% | 106 |
|
|
2014
Q4 | $1.35M | Buy |
8,803
+1,077
| +14% | +$171K | 0.14% | 116 |
|
|
2014
Q3 | $1.4M | Sell |
7,726
-78
| -1% | -$14.2K | 0.14% | 120 |
|
|
2014
Q2 | $1.35M | Sell |
7,804
-646
| -8% | -$116K | 0.13% | 138 |
|
|
2014
Q1 | $1.55M | Sell |
8,450
-261
| -3% | -$46K | 0.16% | 116 |
|
|
2013
Q4 | $1.56M | Sell |
8,711
-687
| -7% | -$118K | 0.16% | 120 |
|
|
2013
Q3 | $1.66M | Buy |
9,398
+530
| +6% | +$96.3K | 0.17% | 84 |
|
|
2013
Q2 | $1.62M | Buy |
+8,868
| New | +$1.73M | 0.2% | 71 |
|
Other funds holding IBM
VCM
VPM
Atria Investments's IBM Position: Q1 2026 in Review
Atria Investments reduced its IBM (IBM) stake by 9.4% in Q1 2026, selling an estimated $1.87M and leaving 66,371 shares worth $16.1M. The position accounts for 0.18% of the portfolio, ranked #106.
Atria Investments first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $23.7M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Atria Investments held 66,371 shares of IBM worth $16.1M as of Q1 2026.
- Atria Investments sold 6,902 IBM shares in Q1 2026, an estimated $1.87M.
- IBM made up 0.18% of Atria Investments's portfolio in Q1 2026, its #106 holding.
- Atria Investments first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
- Atria Investments's IBM position peaked at $23.7M in Q2 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.