Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.44M | Buy |
14,196
+5
| +0% | +$1.35K | 0.08% | 181 |
|
|
2025
Q4 | $4.2M | Buy |
14,191
+784
| +6% | +$235K | 0.09% | 154 |
|
|
2025
Q3 | $3.78M | Buy |
13,407
+1,377
| +11% | +$360K | 0.08% | 175 |
|
|
2025
Q2 | $3.55M | Sell |
12,030
-2,293
| -16% | -$591K | 0.08% | 177 |
|
|
2025
Q1 | $3.56M | Buy |
14,323
+5,543
| +63% | +$1.36M | 0.09% | 167 |
|
|
2024
Q4 | $1.93M | Buy |
8,780
+2
| +0% | +$445 | 0.05% | 228 |
|
|
2024
Q3 | $1.94M | Sell |
8,778
-1,061
| -11% | -$208K | 0.05% | 235 |
|
|
2024
Q2 | $1.7M | Sell |
9,839
-631
| -6% | -$110K | 0.05% | 241 |
|
|
2024
Q1 | $2M | Buy |
10,470
+5,323
| +103% | +$971K | 0.06% | 228 |
|
|
2023
Q4 | $842K | Sell |
5,147
-225
| -4% | -$34K | 0.02% | 316 |
|
|
2023
Q3 | $754K | Sell |
5,372
-741
| -12% | -$105K | 0.03% | 318 |
|
|
2023
Q2 | $818K | Sell |
6,113
-1,875
| -23% | -$242K | 0.03% | 292 |
|
|
2023
Q1 | $1.05M | Buy |
7,988
+86
| +1% | +$11.5K | 0.04% | 263 |
|
|
2022
Q4 | $1.11M | Sell |
7,902
-232
| -3% | -$32K | 0.04% | 246 |
|
|
2022
Q3 | $966K | Buy |
8,134
+752
| +10% | +$98.7K | 0.04% | 250 |
|
|
2022
Q2 | $1.04M | Sell |
7,382
-30
| -0.4% | -$4.05K | 0.04% | 241 |
|
|
2022
Q1 | $964K | Hold |
7,412
| – | – | 0.03% | 267 |
|
|
2021
Q4 | $991K | Sell |
7,412
-1,652
| -18% | -$207K | 0.03% | 265 |
|
|
2021
Q3 | $1.2M | Buy |
9,064
+16
| +0.2% | +$2.14K | 0.04% | 242 |
|
|
2021
Q2 | $1.27M | Buy |
9,048
+311
| +4% | +$42.5K | 0.04% | 248 |
|
|
2021
Q1 | $1.11M | Sell |
8,737
-680
| -7% | -$81.4K | 0.04% | 250 |
|
|
2020
Q4 | $1.13M | Buy |
9,417
+7
| +0.1% | +$809 | 0.05% | 205 |
|
|
2020
Q3 | $1.09M | Buy |
9,410
+268
| +3% | +$31.6K | 0.06% | 192 |
|
|
2020
Q2 | $1.05M | Buy |
9,142
+276
| +3% | +$32.1K | 0.06% | 189 |
|
|
2020
Q1 | $940K | Sell |
8,866
-393
| -4% | -$49.7K | 0.07% | 174 |
|
|
2019
Q4 | $1.19M | Sell |
9,259
-585
| -6% | -$76K | 0.07% | 189 |
|
|
2019
Q3 | $1.37M | Sell |
9,844
-118
| -1% | -$15.9K | 0.08% | 183 |
|
|
2019
Q2 | $1.31M | Sell |
9,962
-1,275
| -11% | -$167K | 0.08% | 204 |
|
|
2019
Q1 | $1.52M | Sell |
11,237
-339
| -3% | -$43.2K | 0.09% | 186 |
|
|
2018
Q4 | $1.26M | Sell |
11,576
-745
| -6% | -$89.4K | 0.09% | 191 |
|
|
2018
Q3 | $1.78M | Sell |
12,321
-1,282
| -9% | -$179K | 0.1% | 169 |
|
|
2018
Q2 | $1.82M | Sell |
13,603
-1,433
| -10% | -$200K | 0.11% | 171 |
|
|
2018
Q1 | $2.21M | Buy |
15,036
+1,307
| +10% | +$198K | 0.14% | 157 |
|
|
2017
Q4 | $2.01M | Sell |
13,729
-16,474
| -55% | -$2.4M | 0.13% | 172 |
|
|
2017
Q3 | $4.19M | Sell |
30,203
-251
| -0.8% | -$35K | 0.32% | 74 |
|
|
2017
Q2 | $4.48M | Sell |
30,454
-816
| -3% | -$123K | 0.36% | 69 |
|
|
2017
Q1 | $5.21M | Sell |
31,270
-397
| -1% | -$66.6K | 0.43% | 61 |
|
|
2016
Q4 | $5.03M | Sell |
31,667
-147
| -0.5% | -$22.4K | 0.47% | 58 |
|
|
2016
Q3 | $4.83M | Buy |
31,814
+560
| +2% | +$85K | 0.45% | 57 |
|
|
2016
Q2 | $4.54M | Buy |
31,254
+1,657
| +6% | +$237K | 0.54% | 37 |
|
|
2016
Q1 | $4.29M | Buy |
+29,597
| New | +$3.78M | 0.6% | 26 |
|
|
2015
Q4 | – | Sell |
-15,999
| Closed | -$2.22M | – | 266 |
|
|
2015
Q3 | $2.22M | Sell |
15,999
-324
| -2% | -$47.8K | 0.35% | 43 |
|
|
2015
Q2 | $2.54M | Sell |
16,323
-1,296
| -7% | -$208K | 0.39% | 43 |
|
|
2015
Q1 | $2.7M | Sell |
17,619
-808
| -4% | -$123K | 0.38% | 42 |
|
|
2014
Q4 | $2.83M | Sell |
18,427
-982
| -5% | -$156K | 0.4% | 37 |
|
|
2014
Q3 | $3.52M | Buy |
19,409
+776
| +4% | +$141K | 0.54% | 28 |
|
|
2014
Q2 | $3.23M | Sell |
18,633
-6,098
| -25% | -$1.1M | 0.5% | 31 |
|
|
2014
Q1 | $4.55M | Sell |
24,731
-1,914
| -7% | -$337K | 0.72% | 19 |
|
|
2013
Q4 | $4.78M | Sell |
26,645
-3,151
| -11% | -$543K | 0.77% | 19 |
|
|
2013
Q3 | $5.28M | Sell |
29,796
-7,988
| -21% | -$1.45M | 1% | 11 |
|
|
2013
Q2 | $6.9M | Buy |
+37,784
| New | +$7.36M | 1.26% | 8 |
|
Other funds holding IBM
VCM
VPM
Bailard's IBM Position: Q1 2026 in Review
Bailard increased its IBM (IBM) stake by 0.04% in Q1 2026, buying an estimated $1.35K and bringing the position to 14,196 shares worth $3.44M. The position accounts for 0.08% of the portfolio, ranked #181.
Bailard first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.9M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Bailard held 14,196 shares of IBM worth $3.44M as of Q1 2026.
- Bailard bought 5 IBM shares in Q1 2026, an estimated $1.35K.
- IBM made up 0.08% of Bailard's portfolio in Q1 2026, its #181 holding.
- Bailard first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
- Bailard's IBM position peaked at $6.9M in Q2 2013.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.