Brooks Moore & Associates’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.16M | Hold |
11,227
| – | – | 1.42% | 22 |
|
|
2026
Q1 | $2.72M | Buy |
11,227
+25
| +0.2% | +$6.76K | 1.36% | 25 |
|
|
2025
Q4 | $3.32M | Sell |
11,202
-50
| -0.4% | -$15K | 1.63% | 21 |
|
|
2025
Q3 | $3.17M | Buy |
11,252
+145
| +1% | +$38K | 1.61% | 22 |
|
|
2025
Q2 | $2.81M | Sell |
11,107
-75
| -0.7% | -$19.3K | 1.52% | 22 |
|
|
2025
Q1 | $2.78M | Buy |
11,182
+102
| +0.9% | +$24.9K | 1.57% | 22 |
|
|
2024
Q4 | $2.44M | Sell |
11,080
-2,120
| -16% | -$472K | 1.44% | 29 |
|
|
2024
Q3 | $2.92M | Hold |
13,200
| – | – | 1.72% | 23 |
|
|
2024
Q2 | $2.28M | Hold |
13,200
| – | – | 1.47% | 26 |
|
|
2024
Q1 | $2.52M | Sell |
13,200
-312
| -2% | -$56.9K | 1.62% | 22 |
|
|
2023
Q4 | $2.21M | Sell |
13,512
-4,012
| -23% | -$606K | 1.52% | 27 |
|
|
2023
Q3 | $2.46M | Buy |
17,524
+20
| +0.1% | +$2.85K | 1.86% | 22 |
|
|
2023
Q2 | $2.34M | Buy |
17,504
+1,039
| +6% | +$134K | 1.65% | 25 |
|
|
2023
Q1 | $2.16M | Buy |
16,465
+1,214
| +8% | +$162K | 1.55% | 26 |
|
|
2022
Q4 | $2.15M | Sell |
15,251
-35
| -0.2% | -$4.83K | 1.57% | 26 |
|
|
2022
Q3 | $1.82M | Buy |
15,286
+4,531
| +42% | +$595K | 1.47% | 30 |
|
|
2022
Q2 | $1.52M | Buy |
10,755
+4,535
| +73% | +$612K | 1.09% | 36 |
|
|
2022
Q1 | $809K | Buy |
6,220
+1,710
| +38% | +$223K | 0.5% | 54 |
|
|
2021
Q4 | $603K | Sell |
4,510
-2,781
| -38% | -$349K | 0.35% | 65 |
|
|
2021
Q3 | $968K | Buy |
7,291
+811
| +13% | +$108K | 0.63% | 49 |
|
|
2021
Q2 | $908K | Buy |
6,480
+105
| +2% | +$14.4K | 0.58% | 48 |
|
|
2021
Q1 | $812K | Buy |
6,375
+418
| +7% | +$50K | 0.55% | 50 |
|
|
2020
Q4 | $717K | Sell |
5,957
-9,113
| -60% | -$1.05M | 0.56% | 49 |
|
|
2020
Q3 | $1.75M | Buy |
15,070
+5,858
| +64% | +$690K | 1.51% | 28 |
|
|
2020
Q2 | $1.06M | Sell |
9,212
-1,470
| -14% | -$171K | 1% | 39 |
|
|
2020
Q1 | $1.13M | Sell |
10,682
-784
| -7% | -$99.1K | 1.2% | 33 |
|
|
2019
Q4 | $1.47M | Sell |
11,466
-133
| -1% | -$17.3K | 1.17% | 32 |
|
|
2019
Q3 | $1.61M | Sell |
11,599
-628
| -5% | -$84.7K | 1.36% | 29 |
|
|
2019
Q2 | $1.61M | Buy |
12,227
+21
| +0.2% | +$2.76K | 1.38% | 24 |
|
|
2019
Q1 | $1.65M | Sell |
12,206
-355
| -3% | -$45.3K | 1.5% | 25 |
|
|
2018
Q4 | $1.36M | Buy |
+12,561
| New | +$1.51M | 1.37% | 28 |
|
Other funds holding IBM
Brooks Moore & Associates's IBM Position: Q2 2026 in Review
Brooks Moore & Associates held its IBM (IBM) position steady in Q2 2026 at 11,227 shares worth $3.16M. The position accounts for 1.42% of the portfolio, ranked #22.
Brooks Moore & Associates first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.32M in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Brooks Moore & Associates held 11,227 shares of IBM worth $3.16M as of Q2 2026.
- Brooks Moore & Associates left its IBM share count unchanged in Q2 2026.
- IBM made up 1.42% of Brooks Moore & Associates's portfolio in Q2 2026, its #22 holding.
- Brooks Moore & Associates first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
- Brooks Moore & Associates's IBM position peaked at $3.32M in Q4 2025.
- 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.