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Boltwood Capital Management’s IBM IBM Stock Holding History

Boltwood Capital Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$734K Buy
2,610
+5
+0.2% +$1.26K 0.17% 115
2026
Q1 		$631K Buy
2,605
+15
+0.6% +$4.06K 0.16% 113
2025
Q4 		$767K Sell
2,590
-20
-0.8% -$5.99K 0.2% 101
2025
Q3 		$736K Buy
2,610
+15
+0.6% +$3.93K 0.2% 102
2025
Q2 		$765K Sell
2,595
-97
-4% -$25K 0.22% 94
2025
Q1 		$669K Sell
2,692
-90
-3% -$22K 0.2% 97
2024
Q4 		$612K Sell
2,782
-2,081
-43% -$463K 0.19% 99
2024
Q3 		$1.08M Sell
4,863
-533
-10% -$105K 0.32% 72
2024
Q2 		$933K Sell
5,396
-34
-0.6% -$5.91K 0.29% 76
2024
Q1 		$1.04M Sell
5,430
-105
-2% -$19.2K 0.32% 73
2023
Q4 		$905K Buy
5,535
+185
+3% +$28K 0.3% 81
2023
Q3 		$751K Buy
5,350
+230
+4% +$32.7K 0.28% 83
2023
Q2 		$685K Hold
5,120
– – 0.25% 91
2023
Q1 		$671K Buy
5,120
+83
+2% +$11.1K 0.25% 90
2022
Q4 		$710K Buy
5,037
+215
+4% +$29.7K 0.29% 84
2022
Q3 		$573K Buy
4,822
+520
+12% +$68.2K 0.26% 90
2022
Q2 		$607K Buy
4,302
+40
+0.9% +$5.4K 0.26% 94
2022
Q1 		$554K Buy
4,262
+2,027
+91% +$264K 0.21% 108
2021
Q4 		$299K Sell
2,235
-103
-4% -$12.9K 0.11% 135
2021
Q3 		$311K Sell
2,338
-209
-8% -$27.9K 0.13% 132
2021
Q2 		$357K Sell
2,547
-52
-2% -$7.11K 0.15% 124
2021
Q1 		$331K Sell
2,599
-157
-6% -$18.8K 0.15% 125
2020
Q4 		$332K Sell
2,756
-183
-6% -$21.1K 0.16% 118
2020
Q3 		$342K Sell
2,939
-26
-0.9% -$3.06K 0.19% 113
2020
Q2 		$342K Sell
2,965
-105
-3% -$12.2K 0.21% 106
2020
Q1 		$326K Sell
3,070
-157
-5% -$19.9K 0.23% 106
2019
Q4 		$414K Sell
3,227
-73
-2% -$9.49K 0.23% 106
2019
Q3 		$459K Hold
3,300
– – 0.29% 94
2019
Q2 		$435K Hold
3,300
– – 0.28% 93
2019
Q1 		$445K Hold
3,300
– – 0.29% 93
2018
Q4 		$358K Hold
3,300
– – 0.25% 101
2018
Q3 		$477K Hold
3,300
– – 0.28% 103
2018
Q2 		$440K Sell
3,300
-166
-5% -$23.2K 0.29% 101
2018
Q1 		$508K Sell
3,466
-157
-4% -$23.8K 0.35% 88
2017
Q4 		$531K Sell
3,623
-386
-10% -$56.1K 0.32% 88
2017
Q3 		$556K Hold
4,009
– – 0.36% 83
2017
Q2 		$589K Hold
4,009
– – 0.4% 81
2017
Q1 		$667K Sell
4,009
-105
-3% -$17.6K 0.47% 72
2016
Q4 		$652K Hold
4,114
– – 0.5% 67
2016
Q3 		$624K Buy
4,114
+614
+18% +$93.2K 0.5% 67
2016
Q2 		$508K Hold
3,500
– – 0.42% 71
2016
Q1 		$507K Buy
3,500
+16
+0.5% +$2.04K 0.45% 72
2015
Q4 		$458K Hold
3,484
– – 0.42% 71
2015
Q3 		$483K Hold
3,484
– – 0.51% 65
2015
Q2 		$542K Sell
3,484
-13
-0.4% -$2.09K 0.53% 59
2015
Q1 		$537K Sell
3,497
-314
-8% -$47.6K 0.16% 77
2014
Q4 		$584K Sell
3,811
-441
-10% -$70.2K 0.17% 75
2014
Q3 		$772K Sell
4,252
-1,445
-25% -$263K 0.23% 64
2014
Q2 		$987K Buy
5,697
+1,660
+41% +$299K 0.29% 57
2014
Q1 		$743K Hold
4,037
– – 0.23% 60
2013
Q4 		$724K Sell
4,037
-348
-8% -$60K 0.24% 58
2013
Q3 		$776K Buy
4,385
+157
+4% +$28.5K 0.28% 56
2013
Q2 		$772K Buy
+4,228
New +$823K 0.32% 52

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Boltwood Capital Management's IBM Position: Q2 2026 in Review

Boltwood Capital Management increased its IBM (IBM) stake by 0.19% in Q2 2026, buying an estimated $1.26K and bringing the position to 2,610 shares worth $734K. The position accounts for 0.17% of the portfolio, ranked #115.

Boltwood Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.08M in Q3 2024. 779 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Boltwood Capital Management held 2,610 shares of IBM worth $734K as of Q2 2026.
  • Boltwood Capital Management bought 5 IBM shares in Q2 2026, an estimated $1.26K.
  • IBM made up 0.17% of Boltwood Capital Management's portfolio in Q2 2026, its #115 holding.
  • Boltwood Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Boltwood Capital Management's IBM position peaked at $1.08M in Q3 2024.
  • 779 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.