Baldwin Investment Management’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 | $1.75M | Buy |
7,239
+530
| +8% | +$143K | 0.21% | 69 |
|
|
2025
Q4 | $1.99M | Buy |
6,709
+405
| +6% | +$121K | 0.22% | 56 |
|
|
2025
Q3 | $1.78M | Buy |
6,304
+1,275
| +25% | +$334K | 0.2% | 64 |
|
|
2025
Q2 | $1.48M | Sell |
5,029
-107
| -2% | -$27.6K | 0.18% | 72 |
|
|
2025
Q1 | $1.28M | Buy |
5,136
+300
| +6% | +$73.4K | 0.15% | 83 |
|
|
2024
Q4 | $1.06M | Sell |
4,836
-3,713
| -43% | -$827K | 0.14% | 94 |
|
|
2024
Q3 | $1.89M | Hold |
8,549
| – | – | 0.24% | 64 |
|
|
2024
Q2 | $1.48M | Buy |
8,549
+200
| +2% | +$34.8K | 0.2% | 71 |
|
|
2024
Q1 | $1.59M | Sell |
8,349
-56
| -0.7% | -$10.2K | 0.22% | 75 |
|
|
2023
Q4 | $1.37M | Sell |
8,405
-100
| -1% | -$15.1K | 0.21% | 75 |
|
|
2023
Q3 | $1.19M | Hold |
8,505
| – | – | 0.2% | 77 |
|
|
2023
Q2 | $1.14M | Buy |
8,505
+500
| +6% | +$64.5K | 0.19% | 82 |
|
|
2023
Q1 | $1.05M | Sell |
8,005
-837
| -9% | -$112K | 0.19% | 83 |
|
|
2022
Q4 | $1.25M | Sell |
8,842
-300
| -3% | -$41.4K | 0.23% | 74 |
|
|
2022
Q3 | $1.09K | Sell |
9,142
-11
| -0.1% | -$1.44K | 0.22% | 74 |
|
|
2022
Q2 | $1.29K | Buy |
9,153
+11
| +0.1% | +$1.49K | 0.25% | 73 |
|
|
2022
Q1 | $1.19K | Sell |
9,142
-400
| -4% | -$52.2K | 0.18% | 92 |
|
|
2021
Q4 | $1.27K | Buy |
9,542
+335
| +4% | +$42K | 0.2% | 89 |
|
|
2021
Q3 | $1.22M | Sell |
9,207
-627
| -6% | -$83.8K | 0.21% | 80 |
|
|
2021
Q2 | $1.38M | Buy |
9,834
+1,108
| +13% | +$152K | 0.23% | 74 |
|
|
2021
Q1 | $1.11M | Sell |
8,726
-509
| -6% | -$60.9K | 0.2% | 90 |
|
|
2020
Q4 | $1.11M | Buy |
9,235
+4,707
| +104% | +$544K | 0.22% | 81 |
|
|
2020
Q3 | $527K | Buy |
4,528
+1,569
| +53% | +$185K | 0.12% | 117 |
|
|
2020
Q2 | $342K | Buy |
+2,959
| New | +$344K | 0.11% | 116 |
|
|
2019
Q4 | – | Sell |
-1,641
| Closed | -$228K | – | 171 |
|
|
2019
Q3 | $228K | Hold |
1,641
| – | – | 0.07% | 154 |
|
|
2019
Q2 | $216K | Sell |
1,641
-419
| -20% | -$55K | 0.06% | 159 |
|
|
2019
Q1 | $278K | Hold |
2,060
| – | – | 0.08% | 138 |
|
|
2018
Q4 | $224K | Hold |
2,060
| – | – | 0.07% | 142 |
|
|
2018
Q3 | $298K | Sell |
2,060
-523
| -20% | -$73.1K | 0.09% | 138 |
|
|
2018
Q2 | $345K | Buy |
2,583
+424
| +20% | +$59.1K | 0.11% | 130 |
|
|
2018
Q1 | $317K | Hold |
2,159
| – | – | 0.11% | 93 |
|
|
2017
Q4 | $317K | Hold |
2,159
| – | – | 0.11% | 94 |
|
|
2017
Q3 | $299K | Hold |
2,159
| – | – | 0.11% | 97 |
|
|
2017
Q2 | $318K | Sell |
2,159
-47
| -2% | -$7.09K | 0.13% | 92 |
|
|
2017
Q1 | $367K | Hold |
2,206
| – | – | 0.14% | 90 |
|
|
2016
Q4 | $350K | Hold |
2,206
| – | – | 0.14% | 90 |
|
|
2016
Q3 | $335K | Sell |
2,206
-235
| -10% | -$35.7K | 0.14% | 94 |
|
|
2016
Q2 | $354K | Sell |
2,441
-105
| -4% | -$15K | 0.15% | 91 |
|
|
2016
Q1 | $369K | Sell |
2,546
-3,061
| -55% | -$391K | 0.16% | 88 |
|
|
2015
Q4 | $738K | Buy |
5,607
+978
| +21% | +$131K | 0.33% | 51 |
|
|
2015
Q3 | $641K | Sell |
4,629
-156
| -3% | -$23K | 0.28% | 56 |
|
|
2015
Q2 | $744K | Hold |
4,785
| – | – | 0.31% | 53 |
|
|
2015
Q1 | $734K | Sell |
4,785
-23
| -0.5% | -$3.49K | 0.29% | 54 |
|
|
2014
Q4 | $738K | Sell |
4,808
-367
| -7% | -$58.4K | 0.29% | 51 |
|
|
2014
Q3 | $939K | Sell |
5,175
-127
| -2% | -$23.1K | 0.39% | 42 |
|
|
2014
Q2 | $919K | Hold |
5,302
| – | – | 0.4% | 42 |
|
|
2014
Q1 | $976K | Hold |
5,302
| – | – | 0.43% | 31 |
|
|
2013
Q4 | $951K | Sell |
5,302
-183
| -3% | -$31.6K | 0.43% | 32 |
|
|
2013
Q3 | $971K | Buy |
5,485
+235
| +4% | +$42.7K | 0.47% | 29 |
|
|
2013
Q2 | $959K | Buy |
+5,250
| New | +$1.02M | 0.47% | 28 |
|
Other funds holding IBM
VCM
VPM
Baldwin Investment Management's IBM Position: Q1 2026 in Review
Baldwin Investment Management increased its IBM (IBM) stake by 7.9% in Q1 2026, buying an estimated $143K and bringing the position to 7,239 shares worth $1.75M. The position accounts for 0.21% of the portfolio, ranked #69.
Baldwin Investment Management first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.99M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Baldwin Investment Management held 7,239 shares of IBM worth $1.75M as of Q1 2026.
- Baldwin Investment Management bought 530 IBM shares in Q1 2026, an estimated $143K.
- IBM made up 0.21% of Baldwin Investment Management's portfolio in Q1 2026, its #69 holding.
- Baldwin Investment Management first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
- Baldwin Investment Management's IBM position peaked at $1.99M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.