Biltmore Family Office’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 | $888K | Sell |
3,664
-1,537
| -30% | -$416K | 0.12% | 109 |
|
|
2025
Q4 | $1.54M | Sell |
5,201
-1,363
| -21% | -$408K | 0.21% | 75 |
|
|
2025
Q3 | $1.85M | Buy |
6,564
+27
| +0.4% | +$7.07K | 0.26% | 68 |
|
|
2025
Q2 | $1.93M | Buy |
6,537
+1
| +0% | +$258 | 0.33% | 57 |
|
|
2025
Q1 | $1.63M | Hold |
6,536
| – | – | 0.28% | 63 |
|
|
2024
Q4 | $1.44M | Buy |
6,536
+333
| +5% | +$74.2K | 0.24% | 67 |
|
|
2024
Q3 | $1.37M | Buy |
6,203
+20
| +0.3% | +$3.92K | 0.23% | 72 |
|
|
2024
Q2 | $1.07M | Hold |
6,183
| – | – | 0.2% | 78 |
|
|
2024
Q1 | $1.18M | Hold |
6,183
| – | – | 0.23% | 73 |
|
|
2023
Q4 | $1.01M | Hold |
6,183
| – | – | 0.21% | 71 |
|
|
2023
Q3 | $867K | Buy |
6,183
+3,036
| +96% | +$432K | 0.2% | 77 |
|
|
2023
Q2 | $421K | Sell |
3,147
-54
| -2% | -$6.97K | 0.09% | 123 |
|
|
2023
Q1 | $420K | Buy |
3,201
+12
| +0.4% | +$1.6K | 0.09% | 148 |
|
|
2022
Q4 | $449K | Sell |
3,189
-2
| -0.1% | -$276 | 0.09% | 135 |
|
|
2022
Q3 | $379K | Buy |
3,191
+44
| +1% | +$5.77K | 0.09% | 120 |
|
|
2022
Q2 | $444K | Hold |
3,147
| – | – | 0.11% | 115 |
|
|
2022
Q1 | $409K | Sell |
3,147
-11,824
| -79% | -$1.54M | 0.09% | 133 |
|
|
2021
Q4 | $2M | Buy |
14,971
+11,479
| +329% | +$1.44M | 0.38% | 50 |
|
|
2021
Q3 | $464K | Hold |
3,492
| – | – | 0.11% | 109 |
|
|
2021
Q2 | $489K | Hold |
3,492
| – | – | 0.14% | 100 |
|
|
2021
Q1 | $445K | Sell |
3,492
-383
| -10% | -$45.8K | 0.14% | 102 |
|
|
2020
Q4 | $466K | Buy |
3,875
+326
| +9% | +$37.7K | 0.14% | 95 |
|
|
2020
Q3 | $413K | Sell |
3,549
-5,882
| -62% | -$693K | 0.23% | 89 |
|
|
2020
Q2 | $1.09M | Hold |
9,431
| – | – | 0.66% | 39 |
|
|
2020
Q1 | $1M | Sell |
9,431
-13,753
| -59% | -$1.74M | 0.66% | 37 |
|
|
2019
Q4 | $2.97M | Sell |
23,184
-310
| -1% | -$40.3K | 1.19% | 28 |
|
|
2019
Q3 | $3.27M | Buy |
23,494
+7,015
| +43% | +$946K | 1.41% | 19 |
|
|
2019
Q2 | $2.17M | Sell |
16,479
-57
| -0.3% | -$7.49K | 1.18% | 28 |
|
|
2019
Q1 | $2.23M | Buy |
16,536
+209
| +1% | +$26.6K | 1.13% | 29 |
|
|
2018
Q4 | $1.77M | Buy |
16,327
+293
| +2% | +$35.2K | 1% | 35 |
|
|
2018
Q3 | $2.32M | Hold |
16,034
| – | – | 1.1% | 30 |
|
|
2018
Q2 | $2.14M | Hold |
16,034
| – | – | 1.07% | 30 |
|
|
2018
Q1 | $2.35M | Hold |
16,034
| – | – | 1.05% | 31 |
|
|
2017
Q4 | $2.35M | Buy |
+16,034
| New | +$2.33M | 1.06% | 34 |
|
Other funds holding IBM
VCM
VPM
Biltmore Family Office's IBM Position: Q1 2026 in Review
Biltmore Family Office reduced its IBM (IBM) stake by 30% in Q1 2026, selling an estimated $416K and leaving 3,664 shares worth $888K. The position accounts for 0.12% of the portfolio, ranked #109.
Biltmore Family Office first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.27M in Q3 2019. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Biltmore Family Office held 3,664 shares of IBM worth $888K as of Q1 2026.
- Biltmore Family Office sold 1,537 IBM shares in Q1 2026, an estimated $416K.
- IBM made up 0.12% of Biltmore Family Office's portfolio in Q1 2026, its #109 holding.
- Biltmore Family Office first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
- Biltmore Family Office's IBM position peaked at $3.27M in Q3 2019.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.