Belpointe Asset 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
Q2 | $3.88M | Buy |
13,799
+3,292
| +31% | +$829K | 0.13% | 147 |
|
|
2026
Q1 | $2.55M | Buy |
10,507
+1,266
| +14% | +$343K | 0.09% | 197 |
|
|
2025
Q4 | $2.74M | Sell |
9,241
-494
| -5% | -$148K | 0.1% | 176 |
|
|
2025
Q3 | $2.75M | Buy |
9,735
+2,437
| +33% | +$638K | 0.1% | 167 |
|
|
2025
Q2 | $2.15M | Buy |
7,298
+255
| +4% | +$65.7K | 0.09% | 195 |
|
|
2025
Q1 | $1.75M | Sell |
7,043
-41
| -0.6% | -$10K | 0.09% | 207 |
|
|
2024
Q4 | $1.43M | Buy |
7,084
+59
| +0.8% | +$13.1K | 0.09% | 231 |
|
|
2024
Q3 | $1.55M | Sell |
7,025
-2,563
| -27% | -$503K | 0.09% | 218 |
|
|
2024
Q2 | $1.66M | Buy |
9,588
+531
| +6% | +$92.3K | 0.12% | 174 |
|
|
2024
Q1 | $1.73M | Buy |
9,057
+2,307
| +34% | +$421K | 0.13% | 145 |
|
|
2023
Q4 | $1.1M | Sell |
6,750
-257
| -4% | -$38.8K | 0.1% | 200 |
|
|
2023
Q3 | $983K | Buy |
7,007
+2,089
| +42% | +$297K | 0.1% | 200 |
|
|
2023
Q2 | $658K | Sell |
4,918
-13,624
| -73% | -$1.76M | 0.07% | 256 |
|
|
2023
Q1 | $2.43M | Sell |
18,542
-1,738
| -9% | -$233K | 0.13% | 155 |
|
|
2022
Q4 | $2.86M | Sell |
20,280
-4,918
| -20% | -$678K | 0.17% | 115 |
|
|
2022
Q3 | $2.99M | Buy |
25,198
+7,025
| +39% | +$922K | 0.2% | 94 |
|
|
2022
Q2 | $2.57M | Buy |
18,173
+1,111
| +7% | +$150K | 0.17% | 123 |
|
|
2022
Q1 | $2.22M | Buy |
17,062
+2,211
| +15% | +$288K | 0.13% | 159 |
|
|
2021
Q4 | $1.99M | Buy |
14,851
+4,322
| +41% | +$542K | 0.12% | 166 |
|
|
2021
Q3 | $1.4M | Sell |
10,529
-71
| -0.7% | -$9.49K | 0.1% | 229 |
|
|
2021
Q2 | $1.49M | Buy |
10,600
+37
| +0.4% | +$5.06K | 0.11% | 206 |
|
|
2021
Q1 | $1.35M | Buy |
10,563
+2,587
| +32% | +$310K | 0.12% | 192 |
|
|
2020
Q4 | $960K | Buy |
7,976
+1,083
| +16% | +$125K | 0.09% | 258 |
|
|
2020
Q3 | $802K | Buy |
6,893
+115
| +2% | +$13.5K | 0.09% | 246 |
|
|
2020
Q2 | $782K | Buy |
6,778
+358
| +6% | +$41.6K | 0.1% | 209 |
|
|
2020
Q1 | $681K | Sell |
6,420
-1,828
| -22% | -$231K | 0.12% | 202 |
|
|
2019
Q4 | $1.06M | Buy |
8,248
+1,879
| +30% | +$244K | 0.13% | 170 |
|
|
2019
Q3 | $885K | Buy |
6,369
+437
| +7% | +$58.9K | 0.14% | 161 |
|
|
2019
Q2 | $782K | Sell |
5,932
-496
| -8% | -$65.2K | 0.15% | 141 |
|
|
2019
Q1 | $867K | Buy |
6,428
+1,812
| +39% | +$231K | 0.17% | 103 |
|
|
2018
Q4 | $502K | Sell |
4,616
-985
| -18% | -$118K | 0.13% | 176 |
|
|
2018
Q3 | $810K | Buy |
5,601
+2,312
| +70% | +$323K | 0.13% | 162 |
|
|
2018
Q2 | $439K | Sell |
3,289
-1,067
| -24% | -$149K | 0.12% | 193 |
|
|
2018
Q1 | $639K | Sell |
4,356
-1,644
| -27% | -$249K | 0.19% | 111 |
|
|
2017
Q4 | $880K | Sell |
6,000
-1,494
| -20% | -$217K | 0.19% | 111 |
|
|
2017
Q3 | $1.04M | Buy |
+7,494
| New | +$1.04M | 0.24% | 93 |
|
Other funds holding IBM
ECSS
Belpointe Asset Management's IBM Position: Q2 2026 in Review
Belpointe Asset Management increased its IBM (IBM) stake by 31% in Q2 2026, buying an estimated $829K and bringing the position to 13,799 shares worth $3.88M. The position accounts for 0.13% of the portfolio, ranked #147.
Belpointe Asset Management first reported a position in IBM in Q3 2017 and has held it in 36 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Belpointe Asset Management held 13,799 shares of IBM worth $3.88M as of Q2 2026.
- Belpointe Asset Management bought 3,292 IBM shares in Q2 2026, an estimated $829K.
- IBM made up 0.13% of Belpointe Asset Management's portfolio in Q2 2026, its #147 holding.
- Belpointe Asset Management first reported a position in IBM in Q3 2017 and has held it in 36 quarters since.
- 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.