Bedell Frazier Investment Counselling’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 | $8.39M | Buy |
34,627
+413
| +1% | +$112K | 1.7% | 16 |
|
|
2025
Q4 | $10.1M | Buy |
34,214
+849
| +3% | +$254K | 1.96% | 12 |
|
|
2025
Q3 | $9.41M | Buy |
33,365
+434
| +1% | +$114K | 1.93% | 12 |
|
|
2025
Q2 | $9.71M | Sell |
32,931
-274
| -0.8% | -$70.6K | 2.44% | 12 |
|
|
2025
Q1 | $8.26M | Sell |
33,205
-7,029
| -17% | -$1.72M | 2.1% | 14 |
|
|
2024
Q4 | $8.84M | Sell |
40,234
-1,174
| -3% | -$261K | 2.19% | 12 |
|
|
2024
Q3 | $9.15M | Sell |
41,408
-1,527
| -4% | -$299K | 2.19% | 13 |
|
|
2024
Q2 | $7.43M | Buy |
42,935
+3,302
| +8% | +$574K | 1.79% | 17 |
|
|
2024
Q1 | $7.57M | Sell |
39,633
-858
| -2% | -$157K | 1.89% | 15 |
|
|
2023
Q4 | $6.62M | Buy |
40,491
+23,531
| +139% | +$3.56M | 1.82% | 19 |
|
|
2023
Q3 | $2.38M | Hold |
16,960
| – | – | 0.71% | 38 |
|
|
2023
Q2 | $2.27M | Hold |
16,960
| – | – | 0.66% | 35 |
|
|
2023
Q1 | $2.22M | Sell |
16,960
-206
| -1% | -$27.6K | 0.65% | 36 |
|
|
2022
Q4 | $2.42M | Sell |
17,166
-237
| -1% | -$32.7K | 0.63% | 37 |
|
|
2022
Q3 | $2.07M | Buy |
17,403
+13,740
| +375% | +$1.8M | 0.58% | 40 |
|
|
2022
Q2 | $517K | Buy |
3,663
+30
| +0.8% | +$4.05K | 0.16% | 57 |
|
|
2022
Q1 | $472K | Buy |
3,633
+603
| +20% | +$78.6K | 0.12% | 69 |
|
|
2021
Q4 | $405K | Buy |
3,030
+337
| +13% | +$42.3K | 0.1% | 79 |
|
|
2021
Q3 | $358K | Buy |
2,693
+156
| +6% | +$20.9K | 0.1% | 75 |
|
|
2021
Q2 | $355K | Buy |
2,537
+811
| +47% | +$111K | 0.09% | 78 |
|
|
2021
Q1 | $220K | Buy |
+1,726
| New | +$207K | 0.06% | 85 |
|
|
2017
Q1 | – | Sell |
-31,913
| Closed | -$5.06M | – | 47 |
|
|
2016
Q4 | $5.06M | Buy |
31,913
+30,009
| +1,576% | +$4.57M | 1.99% | 24 |
|
|
2016
Q3 | $289K | Sell |
1,904
-209
| -10% | -$31.7K | 0.12% | 44 |
|
|
2016
Q2 | $307K | Buy |
2,113
+52
| +3% | +$7.44K | 0.15% | 37 |
|
|
2016
Q1 | $298K | Hold |
2,061
| – | – | 0.15% | 39 |
|
|
2015
Q4 | $271K | Hold |
2,061
| – | – | 0.13% | 44 |
|
|
2015
Q3 | $286K | Buy |
+2,061
| New | +$304K | 0.17% | 43 |
|
|
2014
Q1 | – | Sell |
-45,871
| Closed | -$8.23M | – | 56 |
|
|
2013
Q4 | $8.23M | Sell |
45,871
-2,030
| -4% | -$350K | 3.86% | 4 |
|
|
2013
Q3 | $8.48M | Buy |
47,901
+54
| +0.1% | +$9.81K | 4.07% | 4 |
|
|
2013
Q2 | $8.65M | Buy |
+47,847
| New | +$9.32M | 4.29% | 4 |
|
Other funds holding IBM
VCM
VPM
Bedell Frazier Investment Counselling's IBM Position: Q1 2026 in Review
Bedell Frazier Investment Counselling increased its IBM (IBM) stake by 1.2% in Q1 2026, buying an estimated $112K and bringing the position to 34,627 shares worth $8.39M. The position accounts for 1.7% of the portfolio, ranked #16.
Bedell Frazier Investment Counselling first reported a position in IBM in Q2 2013 and has held it in 30 quarters since. The position peaked at $10.1M in Q4 2025. 3,474 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Bedell Frazier Investment Counselling held 34,627 shares of IBM worth $8.39M as of Q1 2026.
- Bedell Frazier Investment Counselling bought 413 IBM shares in Q1 2026, an estimated $112K.
- IBM made up 1.7% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #16 holding.
- Bedell Frazier Investment Counselling first reported a position in IBM in Q2 2013 and has held it in 30 quarters since.
- Bedell Frazier Investment Counselling's IBM position peaked at $10.1M in Q4 2025.
- 3,474 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.