Bedel Financial Consulting’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $886K | Sell |
3,151
-29
| -0.9% | -$7.31K | 0.08% | 122 |
|
|
2026
Q1 | $771K | Sell |
3,180
-21
| -0.7% | -$5.68K | 0.09% | 129 |
|
|
2025
Q4 | $948K | Buy |
3,201
+1
| +0% | +$299 | 0.1% | 106 |
|
|
2025
Q3 | $903K | Buy |
3,200
+179
| +6% | +$46.9K | 0.12% | 106 |
|
|
2025
Q2 | $890K | Buy |
3,021
+2
| +0.1% | +$515 | 0.12% | 100 |
|
|
2025
Q1 | $752K | Buy |
3,019
+2
| +0.1% | +$489 | 0.11% | 107 |
|
|
2024
Q4 | $794K | Sell |
3,017
-169
| -5% | -$37.6K | 0.11% | 102 |
|
|
2024
Q3 | $704K | Sell |
3,186
-50
| -2% | -$9.8K | 0.1% | 109 |
|
|
2024
Q2 | $560K | Sell |
3,236
-117
| -3% | -$20.3K | 0.08% | 126 |
|
|
2024
Q1 | $640K | Sell |
3,353
-141
| -4% | -$25.7K | 0.1% | 115 |
|
|
2023
Q4 | $571K | Sell |
3,494
-5
| -0.1% | -$756 | 0.1% | 118 |
|
|
2023
Q3 | $491K | Buy |
3,499
+16
| +0.5% | +$2.28K | 0.1% | 125 |
|
|
2023
Q2 | $466K | Sell |
3,483
-737
| -17% | -$95.1K | 0.1% | 125 |
|
|
2023
Q1 | $553K | Sell |
4,220
-45
| -1% | -$6.02K | 0.13% | 103 |
|
|
2022
Q4 | $601K | Buy |
4,265
+191
| +5% | +$26.3K | 0.15% | 90 |
|
|
2022
Q3 | $564K | Buy |
4,074
+533
| +15% | +$69.9K | 0.15% | 91 |
|
|
2022
Q2 | $500K | Buy |
3,541
+82
| +2% | +$11.1K | 0.15% | 100 |
|
|
2022
Q1 | $450K | Sell |
3,459
-388
| -10% | -$50.6K | 0.14% | 108 |
|
|
2021
Q4 | $514K | Sell |
3,847
-413
| -10% | -$51.8K | 0.16% | 95 |
|
|
2021
Q3 | $566K | Buy |
4,260
+3
| +0.1% | +$401 | 0.19% | 78 |
|
|
2021
Q2 | $597K | Buy |
4,257
+232
| +6% | +$31.7K | 0.21% | 72 |
|
|
2021
Q1 | $513K | Sell |
4,025
-105
| -3% | -$12.6K | 0.2% | 81 |
|
|
2020
Q4 | $497K | Buy |
4,130
+621
| +18% | +$71.8K | 0.22% | 67 |
|
|
2020
Q3 | $408K | Sell |
3,509
-22
| -0.6% | -$2.59K | 0.2% | 73 |
|
|
2020
Q2 | $408K | Sell |
3,531
-434
| -11% | -$50.4K | 0.22% | 68 |
|
|
2020
Q1 | $421K | Buy |
3,965
+51
| +1% | +$6.45K | 0.28% | 58 |
|
|
2019
Q4 | $502K | Buy |
3,914
+3
| +0.1% | +$390 | 0.28% | 61 |
|
|
2019
Q3 | $544K | Buy |
3,911
+2
| +0.1% | +$270 | 0.33% | 59 |
|
|
2019
Q2 | $515K | Buy |
3,909
+99
| +3% | +$13K | 0.31% | 62 |
|
|
2019
Q1 | $514K | Buy |
3,810
+298
| +8% | +$38K | 0.33% | 56 |
|
|
2018
Q4 | $382K | Sell |
3,512
-674
| -16% | -$80.9K | 0.27% | 70 |
|
|
2018
Q3 | $580K | Sell |
4,186
-101
| -2% | -$14.1K | 0.39% | 49 |
|
|
2018
Q2 | $572K | Sell |
4,287
-375
| -8% | -$52.3K | 0.42% | 46 |
|
|
2018
Q1 | $684K | Buy |
4,662
+297
| +7% | +$44.9K | 0.52% | 36 |
|
|
2017
Q4 | $640K | Buy |
+4,365
| New | +$635K | 0.58% | 39 |
|
Other funds holding IBM
ECSS
Bedel Financial Consulting's IBM Position: Q2 2026 in Review
Bedel Financial Consulting reduced its IBM (IBM) stake by 0.91% in Q2 2026, selling an estimated $7.31K and leaving 3,151 shares worth $886K. The position accounts for 0.08% of the portfolio, ranked #122.
Bedel Financial Consulting first reported a position in IBM in Q4 2017 and has held it in 35 quarters since. The position peaked at $948K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Bedel Financial Consulting held 3,151 shares of IBM worth $886K as of Q2 2026.
- Bedel Financial Consulting sold 29 IBM shares in Q2 2026, an estimated $7.31K.
- IBM made up 0.08% of Bedel Financial Consulting's portfolio in Q2 2026, its #122 holding.
- Bedel Financial Consulting first reported a position in IBM in Q4 2017 and has held it in 35 quarters since.
- Bedel Financial Consulting's IBM position peaked at $948K in Q4 2025.
- 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.