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Clean Yield Group’s IBM IBM Stock Holding History

Clean Yield Group’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.62M Buy
19,057
+232
+1% +$62.8K 1.3% 25
2025
Q4 		$5.58M Sell
18,825
-147
-0.8% -$44K 1.55% 17
2025
Q3 		$5.35M Sell
18,972
-557
-3% -$146K 1.51% 20
2025
Q2 		$5.76M Sell
19,529
-1,636
-8% -$421K 1.72% 16
2025
Q1 		$5.26M Sell
21,165
-398
-2% -$97.4K 1.71% 16
2024
Q4 		$4.74M Buy
21,563
+627
+3% +$140K 1.51% 18
2024
Q3 		$4.63M Sell
20,936
-1,498
-7% -$294K 1.47% 20
2024
Q2 		$3.88M Buy
22,434
+698
+3% +$121K 1.45% 24
2024
Q1 		$4.15M Sell
21,736
-392
-2% -$71.5K 1.61% 19
2023
Q4 		$3.62M Sell
22,128
-290
-1% -$43.8K 1.52% 19
2023
Q3 		$3.21M Sell
22,418
-692
-3% -$98.5K 1.42% 24
2023
Q2 		$3.09M Sell
23,110
-83
-0.4% -$10.7K 1.27% 26
2023
Q1 		$3.04M Sell
23,193
-18
-0.1% -$2.41K 1.3% 24
2022
Q4 		$3.27M Sell
23,211
-419
-2% -$57.8K 1.4% 21
2022
Q3 		$2.81M Sell
23,630
-1,070
-4% -$140K 1.3% 25
2022
Q2 		$3.49M Sell
24,700
-1,391
-5% -$188K 1.44% 22
2022
Q1 		$3.39M Buy
26,091
+6,470
+33% +$844K 1.2% 30
2021
Q4 		$2.62M Buy
19,621
+14,832
+310% +$1.86M 0.84% 39
2021
Q3 		$636K Buy
4,789
+413
+9% +$55.2K 0.21% 83
2021
Q2 		$613K Buy
4,376
+1,391
+47% +$190K 0.21% 78
2021
Q1 		$380K Buy
2,985
+485
+19% +$58K 0.14% 97
2020
Q4 		$301K Buy
2,500
+272
+12% +$31.4K 0.11% 107
2020
Q3 		$259K Hold
2,228
– – 0.11% 109
2020
Q2 		$257K Sell
2,228
-550
-20% -$63.9K 0.11% 105
2020
Q1 		$295K Sell
2,778
-4,530
-62% -$573K 0.14% 93
2019
Q4 		$937K Sell
7,308
-612
-8% -$79.5K 0.29% 62
2019
Q3 		$1.1M Sell
7,920
-1,111
-12% -$150K 0.36% 56
2019
Q2 		$1.19M Sell
9,031
-1,510
-14% -$198K 0.43% 53
2019
Q1 		$1.42M Sell
10,541
-1,686
-14% -$215K 0.58% 53
2018
Q4 		$1.33M Buy
12,227
+86
+0.7% +$10.3K 0.58% 56
2018
Q3 		$1.75M Buy
12,141
+1,544
+15% +$216K 0.7% 53
2018
Q2 		$1.42M Buy
10,597
+569
+6% +$79.4K 0.59% 55
2018
Q1 		$1.47M Buy
10,028
+59
+0.6% +$8.93K 0.62% 55
2017
Q4 		$1.46M Buy
9,969
+15
+0.2% +$2.18K 0.58% 58
2017
Q3 		$1.38M Sell
9,954
-173
-2% -$24.1K 0.56% 57
2017
Q2 		$1.49M Sell
10,127
-32
-0.3% -$4.82K 0.62% 54
2017
Q1 		$1.69M Sell
10,159
-770
-7% -$129K 0.71% 47
2016
Q4 		$1.73M Hold
10,929
– – 0.78% 49
2016
Q3 		$1.66M Hold
10,929
– – 0.72% 48
2016
Q2 		$1.59M Hold
10,929
– – 0.68% 53
2016
Q1 		$1.58M Buy
10,929
+629
+6% +$80.3K 0.7% 54
2015
Q4 		$1.21M Buy
10,300
+2,757
+37% +$370K 0.59% 58
2015
Q3 		$1.02M Sell
7,543
-209
-3% -$30.9K 0.48% 65
2015
Q2 		$1.21M Sell
7,752
-162
-2% -$26K 0.55% 62
2015
Q1 		$1.21M Sell
7,914
-251
-3% -$38.1K 0.52% 62
2014
Q4 		$1.25M Sell
8,165
-277
-3% -$44.1K 0.56% 62
2014
Q3 		$1.53M Sell
8,442
-466
-5% -$84.9K 0.74% 53
2014
Q2 		$1.54M Sell
8,908
-31
-0.3% -$5.58K 0.76% 51
2014
Q1 		$1.65M Sell
8,939
-398
-4% -$70.1K 0.85% 47
2013
Q4 		$1.67M Sell
9,337
-5,241
-36% -$904K 0.9% 46
2013
Q3 		$2.58M Sell
14,578
-152
-1% -$27.6K 1.4% 25
2013
Q2 		$2.69M Buy
+14,730
New +$2.87M 1.54% 19

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clean Yield Group's IBM Position: Q1 2026 in Review

Clean Yield Group increased its IBM (IBM) stake by 1.2% in Q1 2026, buying an estimated $62.8K and bringing the position to 19,057 shares worth $4.62M. The position accounts for 1.3% of the portfolio, ranked #25.

Clean Yield Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.76M in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Clean Yield Group held 19,057 shares of IBM worth $4.62M as of Q1 2026.
  • Clean Yield Group bought 232 IBM shares in Q1 2026, an estimated $62.8K.
  • IBM made up 1.3% of Clean Yield Group's portfolio in Q1 2026, its #25 holding.
  • Clean Yield Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Clean Yield Group's IBM position peaked at $5.76M in Q2 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.