Centerpoint 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 | $117K | Hold |
481
| – | – | 0.04% | 108 |
|
|
2025
Q4 | $142K | Sell |
481
-5
| -1% | -$1.5K | 0.04% | 106 |
|
|
2025
Q3 | $137K | Sell |
486
-75
| -13% | -$19.6K | 0.04% | 109 |
|
|
2025
Q2 | $165K | Buy |
561
+5
| +0.9% | +$1.29K | 0.06% | 91 |
|
|
2025
Q1 | $138K | Sell |
556
-20
| -3% | -$4.89K | 0.05% | 102 |
|
|
2024
Q4 | $127K | Sell |
576
-142
| -20% | -$31.6K | 0.04% | 111 |
|
|
2024
Q3 | $159K | Hold |
718
| – | – | 0.06% | 97 |
|
|
2024
Q2 | $124K | Buy |
718
+200
| +39% | +$34.8K | 0.04% | 110 |
|
|
2024
Q1 | $99K | Hold |
518
| – | – | 0.04% | 125 |
|
|
2023
Q4 | $85K | Hold |
518
| – | – | 0.03% | 126 |
|
|
2023
Q3 | $73K | Sell |
518
-28
| -5% | -$3.98K | 0.03% | 134 |
|
|
2023
Q2 | $73K | Buy |
546
+99
| +22% | +$12.8K | 0.03% | 141 |
|
|
2023
Q1 | $59K | Buy |
447
+230
| +106% | +$30.8K | 0.03% | 146 |
|
|
2022
Q4 | $31K | Hold |
217
| – | – | 0.01% | 173 |
|
|
2022
Q3 | $26K | Sell |
217
-80
| -27% | -$10.5K | 0.01% | 167 |
|
|
2022
Q2 | $42K | Sell |
297
-454
| -60% | -$61.3K | 0.02% | 146 |
|
|
2022
Q1 | $98K | Sell |
751
-1,066
| -59% | -$139K | 0.04% | 115 |
|
|
2021
Q4 | $243K | Buy |
1,817
+1,590
| +700% | +$199K | 0.11% | 83 |
|
|
2021
Q3 | $30K | Buy |
227
+78
| +52% | +$10.4K | 0.01% | 149 |
|
|
2021
Q2 | $21K | Hold |
149
| – | – | 0.01% | 165 |
|
|
2021
Q1 | $19K | Hold |
149
| – | – | 0.01% | 140 |
|
|
2020
Q4 | $18K | Hold |
149
| – | – | 0.01% | 135 |
|
|
2020
Q3 | $17K | Hold |
149
| – | – | 0.01% | 128 |
|
|
2020
Q2 | $17K | Hold |
149
| – | – | 0.01% | 131 |
|
|
2020
Q1 | $16K | Sell |
149
-674
| -82% | -$85.2K | 0.02% | 125 |
|
|
2019
Q4 | $105K | Hold |
823
| – | – | 0.08% | 68 |
|
|
2019
Q3 | $114K | Hold |
823
| – | – | 0.09% | 59 |
|
|
2019
Q2 | $109K | Sell |
823
-147
| -15% | -$19.3K | 0.09% | 62 |
|
|
2019
Q1 | $131K | Buy |
970
+147
| +18% | +$18.7K | 0.11% | 59 |
|
|
2018
Q4 | $89K | Sell |
823
-1,331
| -62% | -$160K | 0.08% | 69 |
|
|
2018
Q3 | $311K | Hold |
2,154
| – | – | 0.25% | 30 |
|
|
2018
Q2 | $288K | Hold |
2,154
| – | – | 0.24% | 31 |
|
|
2018
Q1 | $316K | Buy |
2,154
+1,901
| +751% | +$288K | 0.28% | 26 |
|
|
2017
Q4 | $37K | Buy |
+253
| New | +$36.8K | 0.03% | 92 |
|
Other funds holding IBM
VCM
VPM
Centerpoint Advisors's IBM Position: Q1 2026 in Review
Centerpoint Advisors held its IBM (IBM) position steady in Q1 2026 at 481 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #108.
Centerpoint Advisors first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. The position peaked at $316K in Q1 2018. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Centerpoint Advisors held 481 shares of IBM worth $117K as of Q1 2026.
- Centerpoint Advisors left its IBM share count unchanged in Q1 2026.
- IBM made up 0.04% of Centerpoint Advisors's portfolio in Q1 2026, its #108 holding.
- Centerpoint Advisors first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
- Centerpoint Advisors's IBM position peaked at $316K in Q1 2018.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.