Clearstead Trust’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 | $2.26M | Sell |
9,344
-56
| -0.6% | -$15.2K | 0.37% | 43 |
|
|
2025
Q4 | $2.78M | Sell |
9,400
-133
| -1% | -$39.8K | 0.44% | 39 |
|
|
2025
Q3 | $2.69M | Sell |
9,533
-114
| -1% | -$29.8K | 0.46% | 39 |
|
|
2025
Q2 | $2.84M | Sell |
9,647
-28
| -0.3% | -$7.21K | 0.54% | 31 |
|
|
2025
Q1 | $2.41M | Sell |
9,675
-91
| -0.9% | -$22.3K | 0.54% | 33 |
|
|
2024
Q4 | $2.15M | Sell |
9,766
-9
| -0.1% | -$2K | 0.46% | 36 |
|
|
2024
Q3 | $2.16M | Sell |
9,775
-201
| -2% | -$39.4K | 0.52% | 35 |
|
|
2024
Q2 | $1.73M | Buy |
9,976
+126
| +1% | +$21.9K | 0.43% | 38 |
|
|
2024
Q1 | $1.88M | Buy |
9,850
+178
| +2% | +$32.5K | 0.49% | 37 |
|
|
2023
Q4 | $1.58M | Sell |
9,672
-53
| -0.5% | -$8.01K | 0.43% | 40 |
|
|
2023
Q3 | $1.36M | Sell |
9,725
-18
| -0.2% | -$2.56K | 0.45% | 41 |
|
|
2023
Q2 | $1.29M | Buy |
9,743
+2
| +0% | +$258 | 0.42% | 48 |
|
|
2023
Q1 | $1.28M | Buy |
9,741
+21
| +0.2% | +$2.81K | 0.41% | 48 |
|
|
2022
Q4 | $1.37M | Sell |
9,720
-237
| -2% | -$32.7K | 0.46% | 42 |
|
|
2022
Q3 | $1.18M | Buy |
9,957
+5,778
| +138% | +$758K | 0.41% | 41 |
|
|
2022
Q2 | $590K | Hold |
4,179
| – | – | 0.45% | 41 |
|
|
2022
Q1 | $543K | Hold |
4,179
| – | – | 0.35% | 47 |
|
|
2021
Q4 | $559K | Sell |
4,179
-192
| -4% | -$24.1K | 0.33% | 51 |
|
|
2021
Q3 | $581K | Hold |
4,371
| – | – | 0.37% | 50 |
|
|
2021
Q2 | $613K | Hold |
4,371
| – | – | 0.4% | 49 |
|
|
2021
Q1 | $557K | Hold |
4,371
| – | – | 0.41% | 51 |
|
|
2020
Q4 | $526K | Hold |
4,371
| – | – | 0.31% | 68 |
|
|
2020
Q3 | $508K | Hold |
4,371
| – | – | 0.4% | 53 |
|
|
2020
Q2 | $505K | Hold |
4,371
| – | – | 0.43% | 52 |
|
|
2020
Q1 | $464K | Buy |
4,371
+418
| +11% | +$52.9K | 0.42% | 52 |
|
|
2019
Q4 | $507K | Sell |
3,953
-58
| -1% | -$7.54K | 0.37% | 63 |
|
|
2019
Q3 | $558K | Hold |
4,011
| – | – | 0.44% | 56 |
|
|
2019
Q2 | $529K | Buy |
4,011
+260
| +7% | +$34.2K | 0.42% | 56 |
|
|
2019
Q1 | $506K | Buy |
3,751
+38
| +1% | +$4.84K | 0.42% | 59 |
|
|
2018
Q4 | $404K | Sell |
3,713
-1,148
| -24% | -$138K | 0.38% | 59 |
|
|
2018
Q3 | $703K | Sell |
4,861
-315
| -6% | -$44K | 0.54% | 42 |
|
|
2018
Q2 | $691K | Sell |
5,176
-706
| -12% | -$98.5K | 0.62% | 35 |
|
|
2018
Q1 | $863K | Sell |
5,882
-679
| -10% | -$103K | 0.74% | 47 |
|
|
2017
Q4 | $962K | Sell |
6,561
-3,589
| -35% | -$522K | 0.66% | 50 |
|
|
2017
Q3 | $1.41M | Sell |
10,150
-1,076
| -10% | -$150K | 1.05% | 35 |
|
|
2017
Q2 | $1.65M | Buy |
11,226
+225
| +2% | +$33.9K | 1.3% | 25 |
|
|
2017
Q1 | $1.97M | Sell |
11,001
-852
| -7% | -$143K | 1.63% | 24 |
|
|
2016
Q4 | $1.91M | Buy |
+11,853
| New | +$1.81M | 1.71% | 21 |
|
Other funds holding IBM
VCM
VPM
Clearstead Trust's IBM Position: Q1 2026 in Review
Clearstead Trust reduced its IBM (IBM) stake by 0.6% in Q1 2026, selling an estimated $15.2K and leaving 9,344 shares worth $2.26M. The position accounts for 0.37% of the portfolio, ranked #43.
Clearstead Trust first reported a position in IBM in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.84M in Q2 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Clearstead Trust held 9,344 shares of IBM worth $2.26M as of Q1 2026.
- Clearstead Trust sold 56 IBM shares in Q1 2026, an estimated $15.2K.
- IBM made up 0.37% of Clearstead Trust's portfolio in Q1 2026, its #43 holding.
- Clearstead Trust first reported a position in IBM in Q4 2016 and has held it in 38 quarters since.
- Clearstead Trust's IBM position peaked at $2.84M in Q2 2025.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.