Clifford Swan Investment Counsel’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 | $8.01M | Sell |
33,026
-168
| -0.5% | -$45.5K | 0.27% | 95 |
|
|
2025
Q4 | $9.83M | Sell |
33,194
-218
| -0.7% | -$65.3K | 0.33% | 83 |
|
|
2025
Q3 | $9.43M | Sell |
33,412
-3,173
| -9% | -$831K | 0.31% | 85 |
|
|
2025
Q2 | $10.8M | Sell |
36,585
-690
| -2% | -$178K | 0.38% | 75 |
|
|
2025
Q1 | $9.27M | Sell |
37,275
-3,157
| -8% | -$772K | 0.34% | 79 |
|
|
2024
Q4 | $8.89M | Sell |
40,432
-2,069
| -5% | -$461K | 0.32% | 80 |
|
|
2024
Q3 | $9.4M | Sell |
42,501
-1,009
| -2% | -$198K | 0.33% | 82 |
|
|
2024
Q2 | $7.53M | Sell |
43,510
-256
| -0.6% | -$44.5K | 0.28% | 90 |
|
|
2024
Q1 | $8.36M | Sell |
43,766
-2,333
| -5% | -$426K | 0.31% | 85 |
|
|
2023
Q4 | $7.54M | Sell |
46,099
-1,924
| -4% | -$291K | 0.29% | 86 |
|
|
2023
Q3 | $6.74M | Sell |
48,023
-1,986
| -4% | -$283K | 0.28% | 87 |
|
|
2023
Q2 | $6.69M | Sell |
50,009
-1,887
| -4% | -$244K | 0.27% | 93 |
|
|
2023
Q1 | $6.8M | Sell |
51,896
-1,377
| -3% | -$184K | 0.28% | 94 |
|
|
2022
Q4 | $7.51M | Sell |
53,273
-2,081
| -4% | -$287K | 0.33% | 88 |
|
|
2022
Q3 | $6.58M | Sell |
55,354
-4,306
| -7% | -$565K | 0.31% | 91 |
|
|
2022
Q2 | $8.42M | Sell |
59,660
-5,828
| -9% | -$787K | 0.36% | 81 |
|
|
2022
Q1 | $8.52M | Sell |
65,488
-26,890
| -29% | -$3.51M | 0.32% | 86 |
|
|
2021
Q4 | $12.3M | Sell |
92,378
-6,148
| -6% | -$771K | 0.43% | 68 |
|
|
2021
Q3 | $11.9M | Sell |
98,526
-1,010
| -1% | -$135K | 0.44% | 69 |
|
|
2021
Q2 | $13.6M | Sell |
99,536
-6,176
| -6% | -$845K | 0.52% | 60 |
|
|
2021
Q1 | $13.5M | Sell |
105,712
-9,709
| -8% | -$1.16M | 0.55% | 60 |
|
|
2020
Q4 | $13.9M | Sell |
115,421
-1,317
| -1% | -$152K | 0.61% | 48 |
|
|
2020
Q3 | $13.6M | Buy |
116,738
+1,541
| +1% | +$181K | 0.65% | 45 |
|
|
2020
Q2 | $13.3M | Sell |
115,197
-2,440
| -2% | -$283K | 0.68% | 43 |
|
|
2020
Q1 | $12.5M | Sell |
117,637
-2,973
| -2% | -$376K | 0.76% | 41 |
|
|
2019
Q4 | $15.5M | Sell |
120,610
-8,562
| -7% | -$1.11M | 0.75% | 44 |
|
|
2019
Q3 | $18M | Sell |
129,172
-2,412
| -2% | -$325K | 0.93% | 36 |
|
|
2019
Q2 | $17.3M | Sell |
131,584
-2,936
| -2% | -$386K | 0.91% | 39 |
|
|
2019
Q1 | $18.1M | Sell |
134,520
-2,458
| -2% | -$313K | 0.97% | 36 |
|
|
2018
Q4 | $14.9M | Buy |
136,978
+8,546
| +7% | +$1.03M | 0.9% | 39 |
|
|
2018
Q3 | $18.6M | Sell |
128,432
-3,076
| -2% | -$430K | 0.97% | 36 |
|
|
2018
Q2 | $17.6M | Buy |
131,508
+6,149
| +5% | +$858K | 0.98% | 34 |
|
|
2018
Q1 | $18.4M | Sell |
125,359
-830
| -0.7% | -$126K | 1.04% | 30 |
|
|
2017
Q4 | $18.5M | Sell |
126,189
-2,227
| -2% | -$324K | 1.01% | 30 |
|
|
2017
Q3 | $17.8M | Buy |
128,416
+2,699
| +2% | +$376K | 1.08% | 27 |
|
|
2017
Q2 | $18.5M | Sell |
125,717
-1,526
| -1% | -$230K | 1.15% | 25 |
|
|
2017
Q1 | $21.2M | Sell |
127,243
-5,578
| -4% | -$935K | 1.36% | 18 |
|
|
2016
Q4 | $21.1M | Sell |
132,821
-6,505
| -5% | -$991K | 1.41% | 16 |
|
|
2016
Q3 | $21.2M | Sell |
139,326
-6,756
| -5% | -$1.03M | 1.43% | 17 |
|
|
2016
Q2 | $21.2M | Sell |
146,082
-8,717
| -6% | -$1.25M | 1.47% | 16 |
|
|
2016
Q1 | $22.4M | Sell |
154,799
-7,750
| -5% | -$990K | 1.52% | 15 |
|
|
2015
Q4 | $21.4M | Buy |
162,549
+796
| +0.5% | +$107K | 1.46% | 17 |
|
|
2015
Q3 | $22.4M | Buy |
161,753
+1,008
| +0.6% | +$149K | 1.6% | 16 |
|
|
2015
Q2 | $25M | Sell |
160,745
-4,695
| -3% | -$755K | 1.68% | 14 |
|
|
2015
Q1 | $25.4M | Buy |
165,440
+4,877
| +3% | +$740K | 1.67% | 16 |
|
|
2014
Q4 | $24.6M | Sell |
160,563
-1,209
| -0.7% | -$192K | 1.63% | 19 |
|
|
2014
Q3 | $29.4M | Sell |
161,772
-171
| -0.1% | -$31.2K | 2% | 13 |
|
|
2014
Q2 | $28.1M | Sell |
161,943
-11,474
| -7% | -$2.07M | 1.89% | 14 |
|
|
2014
Q1 | $31.9M | Buy |
173,417
+253
| +0.1% | +$44.5K | 2.24% | 8 |
|
|
2013
Q4 | $31.1M | Buy |
173,164
+1,629
| +0.9% | +$281K | 2.24% | 10 |
|
|
2013
Q3 | $30.4M | Buy |
171,535
+338
| +0.2% | +$61.4K | 2.42% | 7 |
|
|
2013
Q2 | $31.3M | Buy |
+171,197
| New | +$33.3M | 2.61% | 5 |
|
Other funds holding IBM
VCM
VPM
Clifford Swan Investment Counsel's IBM Position: Q1 2026 in Review
Clifford Swan Investment Counsel reduced its IBM (IBM) stake by 0.51% in Q1 2026, selling an estimated $45.5K and leaving 33,026 shares worth $8.01M. The position accounts for 0.27% of the portfolio, ranked #95.
Clifford Swan Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $31.9M in Q1 2014. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Clifford Swan Investment Counsel held 33,026 shares of IBM worth $8.01M as of Q1 2026.
- Clifford Swan Investment Counsel sold 168 IBM shares in Q1 2026, an estimated $45.5K.
- IBM made up 0.27% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #95 holding.
- Clifford Swan Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Clifford Swan Investment Counsel's IBM position peaked at $31.9M in Q1 2014.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.