Bourne Lent Asset Management’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 | $255K | Hold |
1,050
| – | – | 0.09% | 57 |
|
|
2025
Q4 | $311K | Hold |
1,050
| – | – | 0.1% | 54 |
|
|
2025
Q3 | $296K | Hold |
1,050
| – | – | 0.11% | 55 |
|
|
2025
Q2 | $310K | Sell |
1,050
-100
| -9% | -$25.8K | 0.12% | 52 |
|
|
2025
Q1 | $286K | Hold |
1,150
| – | – | 0.12% | 54 |
|
|
2024
Q4 | $253K | Hold |
1,150
| – | – | 0.1% | 57 |
|
|
2024
Q3 | $254K | Buy |
+1,150
| New | +$225K | 0.1% | 55 |
|
|
2024
Q2 | – | Sell |
-1,150
| Closed | -$220K | – | 62 |
|
|
2024
Q1 | $220K | Buy |
+1,150
| New | +$210K | 0.09% | 61 |
|
|
2023
Q1 | – | Sell |
-1,470
| Closed | -$207K | – | 62 |
|
|
2022
Q4 | $207K | Buy |
+1,470
| New | +$203K | 0.09% | 62 |
|
|
2022
Q3 | – | Sell |
-1,470
| Closed | -$208K | – | 59 |
|
|
2022
Q2 | $208K | Buy |
+1,470
| New | +$198K | 0.08% | 58 |
|
|
2021
Q4 | – | Sell |
-1,538
| Closed | -$204K | – | 62 |
|
|
2021
Q3 | $204K | Hold |
1,538
| – | – | 0.06% | 60 |
|
|
2021
Q2 | $215K | Buy |
+1,538
| New | +$210K | 0.06% | 61 |
|
|
2020
Q1 | – | Sell |
-1,799
| Closed | -$231K | – | 55 |
|
|
2019
Q4 | $231K | Sell |
1,799
-453
| -20% | -$58.9K | 0.11% | 54 |
|
|
2019
Q3 | $313K | Sell |
2,252
-157
| -7% | -$21.2K | 0.15% | 47 |
|
|
2019
Q2 | $318K | Hold |
2,409
| – | – | 0.15% | 44 |
|
|
2019
Q1 | $325K | Hold |
2,409
| – | – | 0.16% | 48 |
|
|
2018
Q4 | $262K | Hold |
2,409
| – | – | 0.16% | 48 |
|
|
2018
Q3 | $348K | Sell |
2,409
-34
| -1% | -$4.75K | 0.17% | 47 |
|
|
2018
Q2 | $326K | Sell |
2,443
-36
| -1% | -$5.02K | 0.17% | 47 |
|
|
2018
Q1 | $364K | Sell |
2,479
-21
| -0.8% | -$3.18K | 0.2% | 46 |
|
|
2017
Q4 | $367K | Hold |
2,500
| – | – | 0.2% | 49 |
|
|
2017
Q3 | $347K | Hold |
2,500
| – | – | 0.18% | 49 |
|
|
2017
Q2 | $368K | Hold |
2,500
| – | – | 0.2% | 46 |
|
|
2017
Q1 | $416K | Hold |
2,500
| – | – | 0.23% | 42 |
|
|
2016
Q4 | $397K | Buy |
2,500
+209
| +9% | +$31.8K | 0.24% | 42 |
|
|
2016
Q3 | $348K | Sell |
2,291
-523
| -19% | -$79.4K | 0.26% | 40 |
|
|
2016
Q2 | $408K | Sell |
2,814
-397
| -12% | -$56.8K | 0.32% | 37 |
|
|
2016
Q1 | $465K | Hold |
3,211
| – | – | 0.37% | 34 |
|
|
2015
Q4 | $422K | Sell |
3,211
-262
| -8% | -$35.2K | 0.32% | 35 |
|
|
2015
Q3 | $481K | Hold |
3,473
| – | – | 0.39% | 32 |
|
|
2015
Q2 | $540K | Hold |
3,473
| – | – | 0.42% | 30 |
|
|
2015
Q1 | $533K | Buy |
+3,473
| New | +$527K | 0.4% | 35 |
|
Other funds holding IBM
VCM
VPM
Bourne Lent Asset Management's IBM Position: Q1 2026 in Review
Bourne Lent Asset Management held its IBM (IBM) position steady in Q1 2026 at 1,050 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #57.
Bourne Lent Asset Management first reported a position in IBM in Q1 2015 and has held it in 32 quarters since. The position peaked at $540K in Q2 2015. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Bourne Lent Asset Management held 1,050 shares of IBM worth $255K as of Q1 2026.
- Bourne Lent Asset Management left its IBM share count unchanged in Q1 2026.
- IBM made up 0.09% of Bourne Lent Asset Management's portfolio in Q1 2026, its #57 holding.
- Bourne Lent Asset Management first reported a position in IBM in Q1 2015 and has held it in 32 quarters since.
- Bourne Lent Asset Management's IBM position peaked at $540K in Q2 2015.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Bourne Lent Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.