Clearstead 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
Q2 | $12.9M | Sell |
45,993
-4,298
| -9% | -$1.08M | 0.12% | 147 |
|
|
2026
Q1 | $12.2M | Buy |
50,291
+7,649
| +18% | +$2.07M | 0.11% | 149 |
|
|
2025
Q4 | $12.6M | Buy |
42,642
+1,100
| +3% | +$329K | 0.16% | 114 |
|
|
2025
Q3 | $11.7M | Sell |
41,542
-478
| -1% | -$125K | 0.15% | 125 |
|
|
2025
Q2 | $12.4M | Buy |
42,020
+409
| +1% | +$105K | 0.17% | 114 |
|
|
2025
Q1 | $10.3M | Sell |
41,611
-509
| -1% | -$125K | 0.16% | 124 |
|
|
2024
Q4 | $9.26M | Buy |
42,120
+241
| +0.6% | +$53.7K | 0.14% | 133 |
|
|
2024
Q3 | $9.26M | Sell |
41,879
-223
| -0.5% | -$43.7K | 0.14% | 136 |
|
|
2024
Q2 | $7.28M | Buy |
42,102
+26,267
| +166% | +$4.56M | 0.12% | 143 |
|
|
2024
Q1 | $2.65M | Sell |
15,835
-332
| -2% | -$60.6K | 0.13% | 128 |
|
|
2023
Q4 | $2.64M | Buy |
16,167
+1,512
| +10% | +$228K | 0.14% | 124 |
|
|
2023
Q3 | $2.06M | Sell |
14,655
-502
| -3% | -$71.4K | 0.13% | 134 |
|
|
2023
Q2 | $2.03M | Buy |
15,157
+424
| +3% | +$54.7K | 0.12% | 143 |
|
|
2023
Q1 | $1.93M | Sell |
14,733
-89
| -0.6% | -$11.9K | 0.14% | 128 |
|
|
2022
Q4 | $2.09M | Sell |
14,822
-367
| -2% | -$50.6K | 0.16% | 115 |
|
|
2022
Q3 | $1.8M | Sell |
15,189
-3,660
| -19% | -$480K | 0.17% | 115 |
|
|
2022
Q2 | $2.66M | Buy |
18,849
+1,230
| +7% | +$166K | 0.21% | 96 |
|
|
2022
Q1 | $2.29M | Buy |
17,619
+398
| +2% | +$51.9K | 0.16% | 112 |
|
|
2021
Q4 | $2.3M | Sell |
17,221
-899
| -5% | -$113K | 0.16% | 114 |
|
|
2021
Q3 | $2.41M | Buy |
18,120
+1,112
| +7% | +$149K | 0.18% | 105 |
|
|
2021
Q2 | $2.38M | Buy |
17,008
+626
| +4% | +$85.6K | 0.18% | 101 |
|
|
2021
Q1 | $2.09M | Buy |
16,382
+890
| +6% | +$107K | 0.17% | 104 |
|
|
2020
Q4 | $1.86M | Buy |
15,492
+1,556
| +11% | +$180K | 0.17% | 104 |
|
|
2020
Q3 | $1.62M | Sell |
13,936
-12,352
| -47% | -$1.45M | 0.17% | 102 |
|
|
2020
Q2 | $3.04M | Buy |
26,288
+11,836
| +82% | +$1.37M | 0.35% | 62 |
|
|
2020
Q1 | $1.53M | Sell |
14,452
-2,398
| -14% | -$303K | 0.22% | 83 |
|
|
2019
Q4 | $2.16M | Sell |
16,850
-279
| -2% | -$36.3K | 0.26% | 78 |
|
|
2019
Q3 | $2.38M | Sell |
17,129
-808
| -5% | -$109K | 0.32% | 65 |
|
|
2019
Q2 | $2.37M | Sell |
17,937
-467
| -3% | -$61.4K | 0.32% | 65 |
|
|
2019
Q1 | $2.48M | Sell |
18,404
-2,780
| -13% | -$354K | 0.34% | 64 |
|
|
2018
Q4 | $2.3M | Buy |
21,184
+524
| +3% | +$62.9K | 0.36% | 64 |
|
|
2018
Q3 | $2.99M | Buy |
20,660
+43
| +0.2% | +$6.01K | 0.41% | 53 |
|
|
2018
Q2 | $2.75M | Buy |
20,617
+55
| +0.3% | +$7.67K | 0.39% | 55 |
|
|
2018
Q1 | $3.02M | Sell |
20,562
-207
| -1% | -$31.3K | 0.44% | 51 |
|
|
2017
Q4 | $3.05M | Sell |
20,769
-199
| -0.9% | -$28.9K | 0.41% | 51 |
|
|
2017
Q3 | $2.91M | Sell |
20,968
-1,143
| -5% | -$159K | 0.38% | 57 |
|
|
2017
Q2 | $3.25M | Sell |
22,111
-3,111
| -12% | -$469K | 0.47% | 49 |
|
|
2017
Q1 | $4.2M | Sell |
25,222
-1,562
| -6% | -$262K | 0.61% | 35 |
|
|
2016
Q4 | $4.25M | Buy |
+26,784
| New | +$4.08M | 0.69% | 30 |
|
Other funds holding IBM
Clearstead Advisors's IBM Position: Q2 2026 in Review
Clearstead Advisors reduced its IBM (IBM) stake by 8.5% in Q2 2026, selling an estimated $1.08M and leaving 45,993 shares worth $12.9M. The position accounts for 0.12% of the portfolio, ranked #147.
Clearstead Advisors first reported a position in IBM in Q4 2016 and has held it in 39 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Clearstead Advisors held 45,993 shares of IBM worth $12.9M as of Q2 2026.
- Clearstead Advisors sold 4,298 IBM shares in Q2 2026, an estimated $1.08M.
- IBM made up 0.12% of Clearstead Advisors's portfolio in Q2 2026, its #147 holding.
- Clearstead Advisors first reported a position in IBM in Q4 2016 and has held it in 39 quarters since.
- 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.