Claro 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 | $1.23M | Buy |
5,076
+815
| +19% | +$221K | 0.15% | 128 |
|
|
2025
Q4 | $1.26M | Buy |
4,261
+358
| +9% | +$107K | 0.17% | 112 |
|
|
2025
Q3 | $1.1M | Sell |
3,903
-117
| -3% | -$30.6K | 0.16% | 112 |
|
|
2025
Q2 | $1.19M | Sell |
4,020
-1,003
| -20% | -$258K | 0.2% | 101 |
|
|
2025
Q1 | $1.25M | Buy |
5,023
+9
| +0.2% | +$2.2K | 0.17% | 118 |
|
|
2024
Q4 | $1.1M | Sell |
5,014
-1,679
| -25% | -$374K | 0.15% | 127 |
|
|
2024
Q3 | $1.48M | Buy |
6,693
+1,031
| +18% | +$202K | 0.19% | 105 |
|
|
2024
Q2 | $979K | Buy |
5,662
+613
| +12% | +$107K | 0.15% | 128 |
|
|
2024
Q1 | $964K | Buy |
5,049
+307
| +6% | +$56K | 0.17% | 137 |
|
|
2023
Q4 | $776K | Sell |
4,742
-862
| -15% | -$130K | 0.17% | 138 |
|
|
2023
Q3 | $786K | Sell |
5,604
-1,257
| -18% | -$179K | 0.2% | 121 |
|
|
2023
Q2 | $918K | Sell |
6,861
-995
| -13% | -$128K | 0.23% | 106 |
|
|
2023
Q1 | $1.03M | Buy |
7,856
+931
| +13% | +$125K | 0.3% | 79 |
|
|
2022
Q4 | $976K | Buy |
6,925
+626
| +10% | +$86.3K | 0.32% | 81 |
|
|
2022
Q3 | $889K | Hold |
6,299
| – | – | 0.35% | 67 |
|
|
2022
Q2 | $889K | Buy |
6,299
+273
| +5% | +$36.8K | 0.35% | 67 |
|
|
2022
Q1 | $805K | Hold |
6,026
| – | – | 0.29% | 89 |
|
|
2021
Q4 | $805K | Buy |
6,026
+229
| +4% | +$28.7K | 0.29% | 89 |
|
|
2021
Q3 | $770K | Hold |
5,797
| – | – | 0.32% | 83 |
|
|
2021
Q2 | $812K | Buy |
5,797
+106
| +2% | +$14.5K | 0.37% | 69 |
|
|
2021
Q1 | $725K | Buy |
5,691
+124
| +2% | +$14.8K | 0.37% | 75 |
|
|
2020
Q4 | $670K | Buy |
5,567
+349
| +7% | +$40.3K | 0.36% | 79 |
|
|
2020
Q3 | $607K | Buy |
5,218
+376
| +8% | +$44.3K | 0.38% | 75 |
|
|
2020
Q2 | $559K | Buy |
4,842
+132
| +3% | +$15.3K | 0.38% | 74 |
|
|
2020
Q1 | $499K | Buy |
4,710
+831
| +21% | +$105K | 0.47% | 65 |
|
|
2019
Q4 | $497K | Buy |
3,879
+69
| +2% | +$8.97K | 0.38% | 76 |
|
|
2019
Q3 | $530K | Buy |
3,810
+7
| +0.2% | +$944 | 0.47% | 60 |
|
|
2019
Q2 | $501K | Buy |
3,803
+65
| +2% | +$8.54K | 0.46% | 62 |
|
|
2019
Q1 | $504K | Sell |
3,738
-1,673
| -31% | -$213K | 0.5% | 61 |
|
|
2018
Q4 | $782K | Buy |
+5,411
| New | +$649K | 0.63% | 32 |
|
Other funds holding IBM
VCM
VPM
Claro Advisors's IBM Position: Q1 2026 in Review
Claro Advisors increased its IBM (IBM) stake by 19% in Q1 2026, buying an estimated $221K and bringing the position to 5,076 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #128.
Claro Advisors first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.48M in Q3 2024. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Claro Advisors held 5,076 shares of IBM worth $1.23M as of Q1 2026.
- Claro Advisors bought 815 IBM shares in Q1 2026, an estimated $221K.
- IBM made up 0.15% of Claro Advisors's portfolio in Q1 2026, its #128 holding.
- Claro Advisors first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
- Claro Advisors's IBM position peaked at $1.48M in Q3 2024.
- 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.