Boyd Watterson 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 | $1.79M | Buy |
7,391
+682
| +10% | +$185K | 0.55% | 48 |
|
|
2025
Q4 | $1.99M | Buy |
6,709
+603
| +10% | +$181K | 0.57% | 44 |
|
|
2025
Q3 | $1.72M | Buy |
6,106
+1,331
| +28% | +$348K | 0.51% | 47 |
|
|
2025
Q2 | $1.41M | Buy |
4,775
+2,393
| +100% | +$617K | 0.44% | 53 |
|
|
2025
Q1 | $592K | Sell |
2,382
-125
| -5% | -$30.6K | 0.19% | 88 |
|
|
2024
Q4 | $551K | Sell |
2,507
-5
| -0.2% | -$1.11K | 0.15% | 94 |
|
|
2024
Q3 | $555K | Sell |
2,512
-40
| -2% | -$7.84K | 0.15% | 91 |
|
|
2024
Q2 | $441K | Hold |
2,552
| – | – | 0.13% | 94 |
|
|
2024
Q1 | $487K | Buy |
2,552
+1
| +0% | +$182 | 0.17% | 89 |
|
|
2023
Q4 | $417K | Sell |
2,551
-5
| -0.2% | -$756 | 0.16% | 91 |
|
|
2023
Q3 | $359K | Sell |
2,556
-4
| -0.2% | -$569 | 0.16% | 96 |
|
|
2023
Q2 | $343K | Sell |
2,560
-297
| -10% | -$38.3K | 0.14% | 102 |
|
|
2023
Q1 | $375K | Sell |
2,857
-394
| -12% | -$52.7K | 0.15% | 106 |
|
|
2022
Q4 | $458K | Sell |
3,251
-3,872
| -54% | -$534K | 0.19% | 99 |
|
|
2022
Q3 | $846K | Sell |
7,123
-16
| -0.2% | -$2.1K | 0.38% | 67 |
|
|
2022
Q2 | $1.01M | Buy |
7,139
+718
| +11% | +$96.9K | 0.43% | 57 |
|
|
2022
Q1 | $835K | Buy |
6,421
+4,022
| +168% | +$525K | 0.3% | 78 |
|
|
2021
Q4 | $321K | Buy |
2,399
+471
| +24% | +$59.1K | 0.11% | 122 |
|
|
2021
Q3 | $256K | Sell |
1,928
-6
| -0.3% | -$802 | 0.09% | 139 |
|
|
2021
Q2 | $271K | Sell |
1,934
-14
| -0.7% | -$1.91K | 0.11% | 125 |
|
|
2021
Q1 | $248K | Sell |
1,948
-244
| -11% | -$29.2K | 0.11% | 137 |
|
|
2020
Q4 | $264K | Sell |
2,192
-1,809
| -45% | -$209K | 0.13% | 121 |
|
|
2020
Q3 | $465K | Sell |
4,001
-748
| -16% | -$88.1K | 0.26% | 92 |
|
|
2020
Q2 | $548K | Sell |
4,749
-2,531
| -35% | -$294K | 0.37% | 76 |
|
|
2020
Q1 | $772K | Buy |
7,280
+3,817
| +110% | +$483K | 0.63% | 48 |
|
|
2019
Q4 | $444K | Buy |
3,463
+1,401
| +68% | +$182K | 0.29% | 78 |
|
|
2019
Q3 | $287K | Sell |
2,062
-104
| -5% | -$14K | 0.2% | 96 |
|
|
2019
Q2 | $286K | Hold |
2,166
| – | – | 0.2% | 102 |
|
|
2019
Q1 | $292K | Sell |
2,166
-89
| -4% | -$11.3K | 0.18% | 99 |
|
|
2018
Q4 | $245K | Sell |
2,255
-931
| -29% | -$112K | 0.18% | 106 |
|
|
2018
Q3 | $461K | Sell |
3,186
-2,324
| -42% | -$325K | 0.26% | 92 |
|
|
2018
Q2 | $736K | Buy |
5,510
+7
| +0.1% | +$976 | 0.42% | 69 |
|
|
2018
Q1 | $807K | Buy |
5,503
+309
| +6% | +$46.8K | 0.4% | 70 |
|
|
2017
Q4 | $762K | Buy |
5,194
+106
| +2% | +$15.4K | 0.37% | 75 |
|
|
2017
Q3 | $706K | Buy |
5,088
+26
| +0.5% | +$3.62K | 0.35% | 84 |
|
|
2017
Q2 | $744K | Sell |
5,062
-435
| -8% | -$65.6K | 0.38% | 75 |
|
|
2017
Q1 | $915K | Sell |
5,497
-88
| -2% | -$14.8K | 0.46% | 63 |
|
|
2016
Q4 | $886K | Sell |
5,585
-26
| -0.5% | -$3.96K | 0.47% | 62 |
|
|
2016
Q3 | $852K | Sell |
5,611
-5
| -0.1% | -$759 | 0.42% | 70 |
|
|
2016
Q2 | $815K | Sell |
5,616
-105
| -2% | -$15K | 0.39% | 74 |
|
|
2016
Q1 | $828K | Sell |
5,721
-12
| -0.2% | -$1.53K | 0.4% | 72 |
|
|
2015
Q4 | $754K | Buy |
5,733
+223
| +4% | +$30K | 0.36% | 78 |
|
|
2015
Q3 | $764K | Sell |
5,510
-737
| -12% | -$109K | 0.33% | 80 |
|
|
2015
Q2 | $971K | Hold |
6,247
| – | – | 0.38% | 75 |
|
|
2015
Q1 | $959K | Buy |
6,247
+11
| +0.2% | +$1.67K | 0.38% | 73 |
|
|
2014
Q4 | $957K | Sell |
6,236
-63
| -1% | -$10K | 0.41% | 74 |
|
|
2014
Q3 | $1.14M | Sell |
6,299
-3,190
| -34% | -$581K | 0.5% | 56 |
|
|
2014
Q2 | $1.64M | Sell |
9,489
-4,384
| -32% | -$789K | 0.71% | 39 |
|
|
2014
Q1 | $2.55M | Sell |
13,873
-824
| -6% | -$145K | 1.19% | 24 |
|
|
2013
Q4 | $2.64M | Sell |
14,697
-2,746
| -16% | -$474K | 1.23% | 22 |
|
|
2013
Q3 | $3.09M | Buy |
17,443
+5,996
| +52% | +$1.09M | 1.47% | 20 |
|
|
2013
Q2 | $2.09M | Buy |
+11,447
| New | +$2.23M | 1.06% | 24 |
|
Other funds holding IBM
VCM
VPM
Boyd Watterson Asset Management's IBM Position: Q1 2026 in Review
Boyd Watterson Asset Management increased its IBM (IBM) stake by 10% in Q1 2026, buying an estimated $185K and bringing the position to 7,391 shares worth $1.79M. The position accounts for 0.55% of the portfolio, ranked #48.
Boyd Watterson Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.09M in Q3 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Boyd Watterson Asset Management held 7,391 shares of IBM worth $1.79M as of Q1 2026.
- Boyd Watterson Asset Management bought 682 IBM shares in Q1 2026, an estimated $185K.
- IBM made up 0.55% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #48 holding.
- Boyd Watterson Asset Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Boyd Watterson Asset Management's IBM position peaked at $3.09M in Q3 2013.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.