Bogart Wealth LLC’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 | $17.4M | Buy |
71,902
+24,837
| +53% | +$6.72M | 0.67% | 26 |
|
|
2025
Q4 | $13.9M | Sell |
47,065
-1,783
| -4% | -$534K | 0.56% | 31 |
|
|
2025
Q3 | $13.8M | Sell |
48,848
-924
| -2% | -$242K | 0.56% | 34 |
|
|
2025
Q2 | $14.7M | Buy |
49,772
+181
| +0.4% | +$46.6K | 0.63% | 31 |
|
|
2025
Q1 | $12.3M | Buy |
49,591
+588
| +1% | +$144K | 0.58% | 35 |
|
|
2024
Q4 | $10.8M | Sell |
49,003
-17,006
| -26% | -$3.79M | 0.51% | 40 |
|
|
2024
Q3 | $14.6M | Sell |
66,009
-9,673
| -13% | -$1.9M | 0.69% | 27 |
|
|
2024
Q2 | $13.1M | Buy |
75,682
+7,510
| +11% | +$1.3M | 0.67% | 23 |
|
|
2024
Q1 | $13M | Sell |
68,172
-599
| -0.9% | -$109K | 0.67% | 24 |
|
|
2023
Q4 | $11.2M | Sell |
68,771
-12,584
| -15% | -$1.9M | 0.63% | 28 |
|
|
2023
Q3 | $11.4M | Sell |
81,355
-1,091
| -1% | -$155K | 0.71% | 26 |
|
|
2023
Q2 | $11M | Buy |
82,446
+843
| +1% | +$109K | 0.7% | 29 |
|
|
2023
Q1 | $10.7M | Buy |
81,603
+4,094
| +5% | +$548K | 0.71% | 29 |
|
|
2022
Q4 | $10.9M | Buy |
77,509
+5,010
| +7% | +$691K | 0.76% | 27 |
|
|
2022
Q3 | $8.61M | Buy |
72,499
+10,809
| +18% | +$1.42M | 0.72% | 25 |
|
|
2022
Q2 | $8.71M | Buy |
61,690
+10,127
| +20% | +$1.37M | 0.76% | 26 |
|
|
2022
Q1 | $6.7M | Buy |
51,563
+7,471
| +17% | +$974K | 0.57% | 34 |
|
|
2021
Q4 | $5.89M | Buy |
44,092
+2,113
| +5% | +$265K | 0.53% | 41 |
|
|
2021
Q3 | $5.58M | Buy |
41,979
+3,004
| +8% | +$402K | 0.57% | 33 |
|
|
2021
Q2 | $5.46M | Buy |
38,975
+5,197
| +15% | +$711K | 0.6% | 27 |
|
|
2021
Q1 | $4.3M | Buy |
33,778
+10,330
| +44% | +$1.24M | 0.6% | 33 |
|
|
2020
Q4 | $2.82M | Buy |
23,448
+2,349
| +11% | +$271K | 0.52% | 35 |
|
|
2020
Q3 | $2.45M | Sell |
21,099
-101
| -0.5% | -$11.9K | 0.54% | 32 |
|
|
2020
Q2 | $2.45M | Buy |
21,200
+481
| +2% | +$55.9K | 0.58% | 32 |
|
|
2020
Q1 | $2.2M | Sell |
20,719
-471
| -2% | -$59.6K | 0.6% | 32 |
|
|
2019
Q4 | $2.71M | Buy |
21,190
+537
| +3% | +$69.8K | 0.87% | 28 |
|
|
2019
Q3 | $2.87M | Buy |
20,653
+288
| +1% | +$38.8K | 1.41% | 12 |
|
|
2019
Q2 | $2.68M | Buy |
20,365
+1,795
| +10% | +$236K | 1.62% | 14 |
|
|
2019
Q1 | $2.5M | Buy |
18,570
+1,690
| +10% | +$215K | 1.21% | 8 |
|
|
2018
Q4 | $1.83M | Buy |
16,880
+16,254
| +2,596% | +$1.95M | 0.92% | 23 |
|
|
2018
Q3 | $90K | Buy |
626
+3
| +0.5% | +$419 | 0.05% | 110 |
|
|
2018
Q2 | $83K | Buy |
623
+132
| +27% | +$18.4K | 0.05% | 111 |
|
|
2018
Q1 | $72K | Hold |
491
| – | – | 0.04% | 118 |
|
|
2017
Q4 | $72K | Sell |
491
-3
| -0.6% | -$436 | 0.05% | 109 |
|
|
2017
Q3 | $70K | Buy |
+494
| New | +$68.8K | 0.05% | 109 |
|
Other funds holding IBM
VCM
VPM
Bogart Wealth LLC's IBM Position: Q1 2026 in Review
Bogart Wealth LLC increased its IBM (IBM) stake by 53% in Q1 2026, buying an estimated $6.72M and bringing the position to 71,902 shares worth $17.4M. The position accounts for 0.67% of the portfolio, ranked #26.
Bogart Wealth LLC first reported a position in IBM in Q3 2017 and has held it in 35 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Bogart Wealth LLC held 71,902 shares of IBM worth $17.4M as of Q1 2026.
- Bogart Wealth LLC bought 24,837 IBM shares in Q1 2026, an estimated $6.72M.
- IBM made up 0.67% of Bogart Wealth LLC's portfolio in Q1 2026, its #26 holding.
- Bogart Wealth LLC first reported a position in IBM in Q3 2017 and has held it in 35 quarters since.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.