Benjamin Edwards Inc’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 | $31.2M | Buy |
110,766
+31,736
| +40% | +$8M | 0.28% | 103 |
|
|
2026
Q1 | $19.2M | Sell |
79,030
-12,247
| -13% | -$3.31M | 0.19% | 138 |
|
|
2025
Q4 | $27M | Sell |
91,277
-12,407
| -12% | -$3.72M | 0.3% | 95 |
|
|
2025
Q3 | $29.3M | Sell |
103,684
-1,149
| -1% | -$301K | 0.33% | 84 |
|
|
2025
Q2 | $30.9M | Buy |
104,833
+1,808
| +2% | +$466K | 0.39% | 73 |
|
|
2025
Q1 | $25.6M | Buy |
103,025
+6,245
| +6% | +$1.53M | 0.36% | 80 |
|
|
2024
Q4 | $21.3M | Buy |
96,780
+4,635
| +5% | +$1.03M | 0.3% | 91 |
|
|
2024
Q3 | $20.4M | Buy |
92,145
+89,004
| +2,834% | +$17.5M | 0.3% | 98 |
|
|
2024
Q2 | $543K | Sell |
3,141
-1,130
| -26% | -$196K | 0.1% | 202 |
|
|
2024
Q1 | $816K | Sell |
4,271
-663
| -13% | -$121K | 0.16% | 148 |
|
|
2023
Q4 | $807K | Buy |
4,934
+774
| +19% | +$117K | 0.18% | 151 |
|
|
2023
Q3 | $584K | Sell |
4,160
-225
| -5% | -$32K | 0.14% | 166 |
|
|
2023
Q2 | $587K | Sell |
4,385
-1,262
| -22% | -$163K | 0.14% | 168 |
|
|
2023
Q1 | $740K | Buy |
5,647
+1,312
| +30% | +$176K | 0.18% | 146 |
|
|
2022
Q4 | $611K | Buy |
4,335
+196
| +5% | +$27K | 0.16% | 158 |
|
|
2022
Q3 | $492K | Sell |
4,139
-66
| -2% | -$8.66K | 0.15% | 170 |
|
|
2022
Q2 | $594K | Buy |
4,205
+797
| +23% | +$108K | 0.17% | 151 |
|
|
2022
Q1 | $443K | Buy |
3,408
+64
| +2% | +$8.35K | 0.13% | 181 |
|
|
2021
Q4 | $447K | Sell |
3,344
-171
| -5% | -$21.4K | 0.14% | 163 |
|
|
2021
Q3 | $467K | Sell |
3,515
-17
| -0.5% | -$2.27K | 0.28% | 116 |
|
|
2021
Q2 | $495K | Sell |
3,532
-64
| -2% | -$8.75K | 0.34% | 101 |
|
|
2021
Q1 | $458K | Sell |
3,596
-4,834
| -57% | -$579K | 0.35% | 97 |
|
|
2020
Q4 | $1.01M | Sell |
8,430
-886
| -10% | -$102K | 0.79% | 37 |
|
|
2020
Q3 | $1.08M | Buy |
9,316
+151
| +2% | +$17.8K | 0.9% | 38 |
|
|
2020
Q2 | $1.06M | Buy |
9,165
+54
| +0.6% | +$6.27K | 0.88% | 32 |
|
|
2020
Q1 | $966K | Buy |
9,111
+7,759
| +574% | +$981K | 1% | 19 |
|
|
2019
Q4 | $173K | Buy |
1,352
+77
| +6% | +$10K | 0.35% | 65 |
|
|
2019
Q3 | $177K | Buy |
1,275
+49
| +4% | +$6.61K | 0.38% | 52 |
|
|
2019
Q2 | $162K | Buy |
1,226
+175
| +17% | +$23K | 0.39% | 48 |
|
|
2019
Q1 | $142K | Buy |
+1,051
| New | +$134K | 0.68% | 29 |
|
Other funds holding IBM
Benjamin Edwards Inc's IBM Position: Q2 2026 in Review
Benjamin Edwards Inc increased its IBM (IBM) stake by 40% in Q2 2026, buying an estimated $8M and bringing the position to 110,766 shares worth $31.2M. The position accounts for 0.28% of the portfolio, ranked #103.
Benjamin Edwards Inc first reported a position in IBM in Q1 2019 and has held it in 30 quarters since. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Benjamin Edwards Inc held 110,766 shares of IBM worth $31.2M as of Q2 2026.
- Benjamin Edwards Inc bought 31,736 IBM shares in Q2 2026, an estimated $8M.
- IBM made up 0.28% of Benjamin Edwards Inc's portfolio in Q2 2026, its #103 holding.
- Benjamin Edwards Inc first reported a position in IBM in Q1 2019 and has held it in 30 quarters since.
- 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.