Bigelow Investment Advisors’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
Sell
-2,407
Closed -$713K 156
2025
Q4
$713K Sell
2,407
-44
-2% -$13.2K 0.28% 87
2025
Q3
$692K Hold
2,451
0.28% 89
2025
Q2
$723K Hold
2,451
0.32% 83
2025
Q1
$609K Hold
2,451
0.29% 91
2024
Q4
$539K Sell
2,451
-15
-0.6% -$3.34K 0.25% 101
2024
Q3
$545K Hold
2,466
0.24% 109
2024
Q2
$426K Sell
2,466
-37
-1% -$6.43K 0.2% 116
2024
Q1
$478K Sell
2,503
-47
-2% -$8.57K 0.24% 108
2023
Q4
$417K Hold
2,550
0.23% 108
2023
Q3
$358K Hold
2,550
0.21% 112
2023
Q2
$341K Hold
2,550
0.19% 116
2023
Q1
$334K Hold
2,550
0.19% 117
2022
Q4
$359K Sell
2,550
-35
-1% -$4.83K 0.21% 114
2022
Q3
$307K Sell
2,585
-65
-2% -$8.53K 0.18% 116
2022
Q2
$374K Buy
2,650
+100
+4% +$13.5K 0.21% 113
2022
Q1
$332K Buy
2,550
+5
+0.2% +$652 0.16% 119
2021
Q4
$340K Sell
2,545
-436
-15% -$54.7K 0.15% 114
2021
Q3
$396K Sell
2,981
-2,134
-42% -$285K 0.2% 104
2021
Q2
$717K Hold
5,115
0.35% 77
2021
Q1
$652K Sell
5,115
-635
-11% -$76K 0.33% 80
2020
Q4
$692K Sell
5,750
-235
-4% -$27.2K 0.37% 71
2020
Q3
$696K Sell
5,985
-403
-6% -$47.4K 0.41% 65
2020
Q2
$738K Sell
6,388
-2,482
-28% -$288K 0.48% 58
2020
Q1
$941K Sell
8,870
-986
-10% -$125K 0.71% 35
2019
Q4
$1.26M Buy
9,856
+5
+0.1% +$650 0.74% 32
2019
Q3
$1.37M Sell
9,851
-368
-4% -$49.6K 0.87% 30
2019
Q2
$1.35M Sell
10,219
-1,805
-15% -$237K 0.9% 28
2019
Q1
$1.62M Buy
12,024
+350
+3% +$44.6K 1.12% 20
2018
Q4
$1.27M Sell
11,674
-1,817
-13% -$218K 0.95% 29
2018
Q3
$1.95M Buy
13,491
+4,593
+52% +$642K 1.31% 18
2018
Q2
$1.19M Buy
8,898
+226
+3% +$31.5K 0.81% 32
2018
Q1
$1.27M Buy
+8,672
New +$1.31M 0.86% 30

Other funds holding IBM

Bigelow Investment Advisors's IBM Position: Q1 2026 in Review

Bigelow Investment Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 2,407 shares — an estimated $713K sold.

Bigelow Investment Advisors first reported a position in IBM in Q1 2018 and held it in 32 quarters. The position peaked at $1.95M in Q3 2018. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Bigelow Investment Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Bigelow Investment Advisors sold 2,407 IBM shares in Q1 2026, an estimated $713K.
  • Bigelow Investment Advisors first reported a position in IBM in Q1 2018 and held it in 32 quarters.
  • Bigelow Investment Advisors's IBM position peaked at $1.95M in Q3 2018.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.