Bartlett & Co Wealth 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 | $5.27M | Buy |
22,973
+308
| +1% | +$83.3K | 0.07% | 140 |
|
|
2025
Q4 | $6.71M | Sell |
22,665
-687
| -3% | -$206K | 0.09% | 125 |
|
|
2025
Q3 | $6.59M | Sell |
23,352
-33
| -0.1% | -$8.64K | 0.09% | 127 |
|
|
2025
Q2 | $6.89M | Sell |
23,385
-234
| -1% | -$60.3K | 0.1% | 118 |
|
|
2025
Q1 | $5.87M | Sell |
23,619
-1,697
| -7% | -$415K | 0.09% | 128 |
|
|
2024
Q4 | $5.57M | Sell |
25,316
-277
| -1% | -$61.7K | 0.08% | 131 |
|
|
2024
Q3 | $5.66M | Sell |
25,593
-196
| -0.8% | -$38.4K | 0.08% | 130 |
|
|
2024
Q2 | $4.46M | Sell |
25,789
-1,094
| -4% | -$190K | 0.07% | 142 |
|
|
2024
Q1 | $5.13M | Sell |
26,883
-225
| -0.8% | -$41K | 0.08% | 140 |
|
|
2023
Q4 | $4.44M | Sell |
27,108
-5,325
| -16% | -$805K | 0.07% | 146 |
|
|
2023
Q3 | $4.55M | Sell |
32,433
-1,441
| -4% | -$205K | 0.08% | 140 |
|
|
2023
Q2 | $4.53M | Sell |
33,874
-111
| -0.3% | -$14.3K | 0.08% | 140 |
|
|
2023
Q1 | $4.43M | Sell |
33,985
-1,054
| -3% | -$141K | 0.09% | 135 |
|
|
2022
Q4 | $4.94M | Sell |
35,039
-922
| -3% | -$127K | 0.1% | 129 |
|
|
2022
Q3 | $4.27M | Buy |
35,961
+736
| +2% | +$96.6K | 0.09% | 134 |
|
|
2022
Q2 | $4.97M | Sell |
35,225
-470
| -1% | -$63.4K | 0.1% | 129 |
|
|
2022
Q1 | $4.64M | Sell |
35,695
-720
| -2% | -$93.9K | 0.08% | 134 |
|
|
2021
Q4 | $4.87M | Sell |
36,415
-1,520
| -4% | -$191K | 0.08% | 132 |
|
|
2021
Q3 | $5.04M | Sell |
37,935
-89
| -0.2% | -$11.9K | 0.1% | 124 |
|
|
2021
Q2 | $5.33M | Sell |
38,024
-1,722
| -4% | -$235K | 0.1% | 123 |
|
|
2021
Q1 | $5.06M | Sell |
39,746
-20,992
| -35% | -$2.51M | 0.1% | 126 |
|
|
2020
Q4 | $7.31M | Sell |
60,738
-5,056
| -8% | -$584K | 0.16% | 108 |
|
|
2020
Q3 | $7.65M | Sell |
65,794
-2,616
| -4% | -$308K | 0.18% | 99 |
|
|
2020
Q2 | $7.9M | Sell |
68,410
-3,693
| -5% | -$429K | 0.21% | 95 |
|
|
2020
Q1 | $7.65M | Sell |
72,103
-295
| -0.4% | -$37.3K | 0.23% | 91 |
|
|
2019
Q4 | $9.28M | Sell |
72,398
-1,949
| -3% | -$253K | 0.23% | 94 |
|
|
2019
Q3 | $10.3M | Buy |
74,347
+5,082
| +7% | +$686K | 0.27% | 89 |
|
|
2019
Q2 | $9.13M | Sell |
69,265
-2,774
| -4% | -$364K | 0.34% | 66 |
|
|
2019
Q1 | $9.72M | Sell |
72,039
-2,529
| -3% | -$322K | 0.37% | 63 |
|
|
2018
Q4 | $8.1M | Sell |
74,568
-2,943
| -4% | -$353K | 0.35% | 67 |
|
|
2018
Q3 | $11.2M | Sell |
77,511
-593
| -0.8% | -$82.9K | 0.42% | 64 |
|
|
2018
Q2 | $10.4M | Sell |
78,104
-2,039
| -3% | -$284K | 0.42% | 64 |
|
|
2018
Q1 | $11.8M | Buy |
+80,143
| New | +$12.1M | 0.49% | 63 |
|
Other funds holding IBM
VCM
VPM
Bartlett & Co Wealth Management's IBM Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its IBM (IBM) stake by 1.4% in Q1 2026, buying an estimated $83.3K and bringing the position to 22,973 shares worth $5.27M. The position accounts for 0.07% of the portfolio, ranked #140.
Bartlett & Co Wealth Management first reported a position in IBM in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.8M in Q1 2018. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Bartlett & Co Wealth Management held 22,973 shares of IBM worth $5.27M as of Q1 2026.
- Bartlett & Co Wealth Management bought 308 IBM shares in Q1 2026, an estimated $83.3K.
- IBM made up 0.07% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #140 holding.
- Bartlett & Co Wealth Management first reported a position in IBM in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's IBM position peaked at $11.8M in Q1 2018.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.