Bragg Financial Advisors’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 | $16.8M | Buy |
69,453
+2,368
| +4% | +$641K | 0.53% | 71 |
|
|
2025
Q4 | $19.9M | Buy |
67,085
+1,409
| +2% | +$422K | 0.65% | 55 |
|
|
2025
Q3 | $18.5M | Buy |
65,676
+424
| +0.6% | +$111K | 0.61% | 59 |
|
|
2025
Q2 | $19.2M | Sell |
65,252
-1,695
| -3% | -$437K | 0.69% | 52 |
|
|
2025
Q1 | $16.6M | Sell |
66,947
-795
| -1% | -$194K | 0.68% | 51 |
|
|
2024
Q4 | $14.9M | Buy |
67,742
+858
| +1% | +$191K | 0.6% | 63 |
|
|
2024
Q3 | $14.8M | Buy |
66,884
+2,501
| +4% | +$490K | 0.61% | 63 |
|
|
2024
Q2 | $11.1M | Buy |
64,383
+1,482
| +2% | +$258K | 0.5% | 81 |
|
|
2024
Q1 | $12M | Buy |
62,901
+443
| +0.7% | +$80.8K | 0.54% | 81 |
|
|
2023
Q4 | $10.2M | Buy |
62,458
+2,297
| +4% | +$347K | 0.49% | 83 |
|
|
2023
Q3 | $8.44M | Buy |
60,161
+1,962
| +3% | +$279K | 0.45% | 88 |
|
|
2023
Q2 | $7.79M | Buy |
58,199
+4,291
| +8% | +$554K | 0.43% | 91 |
|
|
2023
Q1 | $7.07M | Buy |
53,908
+320
| +0.6% | +$42.8K | 0.42% | 94 |
|
|
2022
Q4 | $7.55M | Buy |
53,588
+1,746
| +3% | +$241K | 0.46% | 87 |
|
|
2022
Q3 | $6.16M | Buy |
51,842
+1,892
| +4% | +$248K | 0.42% | 97 |
|
|
2022
Q2 | $7.05M | Buy |
49,950
+3,700
| +8% | +$499K | 0.47% | 91 |
|
|
2022
Q1 | $6.01M | Buy |
46,250
+5,786
| +14% | +$755K | 0.35% | 101 |
|
|
2021
Q4 | $5.62M | Sell |
40,464
-1,861
| -4% | -$233K | 0.36% | 100 |
|
|
2021
Q3 | $5.62M | Buy |
42,325
+1,682
| +4% | +$225K | 0.36% | 100 |
|
|
2021
Q2 | $5.7M | Buy |
40,643
+1,795
| +5% | +$245K | 0.36% | 101 |
|
|
2021
Q1 | $4.95M | Buy |
38,848
+1,663
| +4% | +$199K | 0.33% | 106 |
|
|
2020
Q4 | $4.47M | Buy |
37,185
+3,587
| +11% | +$415K | 0.39% | 88 |
|
|
2020
Q3 | $3.91M | Buy |
33,598
+2,356
| +8% | +$277K | 0.4% | 84 |
|
|
2020
Q2 | $3.61M | Buy |
31,242
+3,475
| +13% | +$404K | 0.4% | 89 |
|
|
2020
Q1 | $2.94M | Buy |
27,767
+2,615
| +10% | +$331K | 0.4% | 89 |
|
|
2019
Q4 | $3.22M | Sell |
25,152
-1,236
| -5% | -$161K | 0.36% | 93 |
|
|
2019
Q3 | $3.67M | Sell |
26,388
-270
| -1% | -$36.4K | 0.45% | 81 |
|
|
2019
Q2 | $3.52M | Sell |
26,658
-1,044
| -4% | -$137K | 0.43% | 81 |
|
|
2019
Q1 | $3.74M | Sell |
27,702
-1,983
| -7% | -$253K | 0.49% | 73 |
|
|
2018
Q4 | $3.23M | Sell |
29,685
-8,302
| -22% | -$996K | 0.49% | 68 |
|
|
2018
Q3 | $5.49M | Sell |
37,987
-269
| -0.7% | -$37.6K | 0.74% | 45 |
|
|
2018
Q2 | $5.11M | Buy |
38,256
+524
| +1% | +$73.1K | 0.73% | 44 |
|
|
2018
Q1 | $5.54M | Sell |
37,732
-2,902
| -7% | -$439K | 0.81% | 41 |
|
|
2017
Q4 | $5.96M | Sell |
40,634
-2,427
| -6% | -$353K | 0.86% | 36 |
|
|
2017
Q3 | $5.97M | Sell |
43,061
-3,930
| -8% | -$548K | 0.92% | 32 |
|
|
2017
Q2 | $6.91M | Sell |
46,991
-179
| -0.4% | -$27K | 1.09% | 18 |
|
|
2017
Q1 | $7.85M | Buy |
47,170
+3,372
| +8% | +$565K | 1.26% | 5 |
|
|
2016
Q4 | $6.95M | Buy |
43,798
+2,273
| +5% | +$346K | 1.15% | 9 |
|
|
2016
Q3 | $6.31M | Sell |
41,525
-60
| -0.1% | -$9.11K | 1.13% | 14 |
|
|
2016
Q2 | $6.03M | Buy |
41,585
+1,140
| +3% | +$163K | 1.09% | 14 |
|
|
2016
Q1 | $5.86M | Buy |
40,445
+3,513
| +10% | +$449K | 1.13% | 12 |
|
|
2015
Q4 | $4.86M | Sell |
36,932
-1,015
| -3% | -$136K | 1.04% | 20 |
|
|
2015
Q3 | $5.26M | Buy |
37,947
+3,012
| +9% | +$445K | 1.26% | 11 |
|
|
2015
Q2 | $5.42M | Sell |
34,935
-1,292
| -4% | -$208K | 1.24% | 9 |
|
|
2015
Q1 | $5.56M | Buy |
36,227
+1,928
| +6% | +$292K | 1.28% | 8 |
|
|
2014
Q4 | $5.26M | Buy |
34,299
+409
| +1% | +$65.1K | 1.28% | 11 |
|
|
2014
Q3 | $6.15M | Sell |
33,890
-897
| -3% | -$163K | 1.55% | 5 |
|
|
2014
Q2 | $6.03M | Sell |
34,787
-384
| -1% | -$69.1K | 1.44% | 4 |
|
|
2014
Q1 | $6.47M | Buy |
35,171
+1,812
| +5% | +$319K | 1.58% | 3 |
|
|
2013
Q4 | $5.98M | Sell |
33,359
-2,566
| -7% | -$443K | 1.45% | 4 |
|
|
2013
Q3 | $6.36M | Sell |
35,925
-183
| -0.5% | -$33.3K | 1.65% | 1 |
|
|
2013
Q2 | $6.6M | Buy |
+36,108
| New | +$7.03M | 1.81% | 1 |
|
Other funds holding IBM
VCM
VPM
Bragg Financial Advisors's IBM Position: Q1 2026 in Review
Bragg Financial Advisors increased its IBM (IBM) stake by 3.5% in Q1 2026, buying an estimated $641K and bringing the position to 69,453 shares worth $16.8M. The position accounts for 0.53% of the portfolio, ranked #71.
Bragg Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.9M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Bragg Financial Advisors held 69,453 shares of IBM worth $16.8M as of Q1 2026.
- Bragg Financial Advisors bought 2,368 IBM shares in Q1 2026, an estimated $641K.
- IBM made up 0.53% of Bragg Financial Advisors's portfolio in Q1 2026, its #71 holding.
- Bragg Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Bragg Financial Advisors's IBM position peaked at $19.9M in Q4 2025.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.