Creative Financial Designs’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 | $1.54M | Sell |
6,348
-860
| -12% | -$233K | 0.09% | 179 |
|
|
2025
Q4 | $2.14M | Buy |
7,208
+669
| +10% | +$200K | 0.13% | 138 |
|
|
2025
Q3 | $1.85M | Buy |
6,539
+2,311
| +55% | +$605K | 0.12% | 151 |
|
|
2025
Q2 | $1.25M | Buy |
4,228
+605
| +17% | +$156K | 0.09% | 190 |
|
|
2025
Q1 | $901K | Sell |
3,623
-7
| -0.2% | -$1.71K | 0.07% | 210 |
|
|
2024
Q4 | $798K | Sell |
3,630
-1,781
| -33% | -$397K | 0.06% | 220 |
|
|
2024
Q3 | $1.2M | Sell |
5,411
-95
| -2% | -$18.6K | 0.1% | 172 |
|
|
2024
Q2 | $952K | Buy |
5,506
+1,430
| +35% | +$248K | 0.08% | 181 |
|
|
2024
Q1 | $778K | Buy |
4,076
+934
| +30% | +$170K | 0.07% | 194 |
|
|
2023
Q4 | $514K | Buy |
3,142
+614
| +24% | +$92.8K | 0.05% | 244 |
|
|
2023
Q3 | $355K | Buy |
2,528
+729
| +41% | +$104K | 0.04% | 261 |
|
|
2023
Q2 | $241K | Buy |
1,799
+57
| +3% | +$7.36K | 0.03% | 311 |
|
|
2023
Q1 | $228K | Buy |
1,742
+86
| +5% | +$11.5K | 0.03% | 311 |
|
|
2022
Q4 | $233K | Buy |
1,656
+6
| +0.4% | +$828 | 0.03% | 289 |
|
|
2022
Q3 | $196K | Buy |
1,650
+31
| +2% | +$4.07K | 0.03% | 293 |
|
|
2022
Q2 | $229K | Sell |
1,619
-29
| -2% | -$3.91K | 0.04% | 274 |
|
|
2022
Q1 | $214K | Buy |
1,648
+347
| +27% | +$45.3K | 0.03% | 283 |
|
|
2021
Q4 | $174K | Sell |
1,301
-127
| -9% | -$15.9K | 0.03% | 331 |
|
|
2021
Q3 | $190K | Sell |
1,428
-21
| -1% | -$2.81K | 0.03% | 305 |
|
|
2021
Q2 | $203K | Buy |
1,449
+109
| +8% | +$14.9K | 0.04% | 288 |
|
|
2021
Q1 | $171K | Sell |
1,340
-10
| -0.7% | -$1.2K | 0.03% | 302 |
|
|
2020
Q4 | $163K | Buy |
1,350
+132
| +11% | +$15.3K | 0.03% | 291 |
|
|
2020
Q3 | $142K | Sell |
1,218
-4,465
| -79% | -$526K | 0.04% | 285 |
|
|
2020
Q2 | $656K | Buy |
5,683
+226
| +4% | +$26.2K | 0.2% | 91 |
|
|
2020
Q1 | $579K | Buy |
5,457
+18
| +0.3% | +$2.28K | 0.3% | 63 |
|
|
2019
Q4 | $704K | Buy |
5,439
+151
| +3% | +$19.6K | 0.31% | 77 |
|
|
2019
Q3 | $716K | Buy |
5,288
+475
| +10% | +$64.1K | 0.39% | 61 |
|
|
2019
Q2 | $647K | Buy |
4,813
+1,053
| +28% | +$138K | 0.35% | 65 |
|
|
2019
Q1 | $507K | Buy |
3,760
+1,521
| +68% | +$194K | 0.3% | 69 |
|
|
2018
Q4 | $243K | Buy |
2,239
+231
| +12% | +$27.7K | 0.18% | 97 |
|
|
2018
Q3 | $290K | Buy |
2,008
+799
| +66% | +$112K | 0.17% | 97 |
|
|
2018
Q2 | $161K | Buy |
1,209
+397
| +49% | +$55.4K | 0.09% | 143 |
|
|
2018
Q1 | $119K | Sell |
812
-139
| -15% | -$21K | 0.08% | 154 |
|
|
2017
Q4 | $139K | Sell |
951
-674
| -41% | -$98K | 0.09% | 142 |
|
|
2017
Q3 | $225K | Buy |
1,625
+177
| +12% | +$24.7K | 0.13% | 128 |
|
|
2017
Q2 | $213K | Sell |
1,448
-228
| -14% | -$34.4K | 0.14% | 128 |
|
|
2017
Q1 | $279K | Buy |
1,676
+215
| +15% | +$36.1K | 0.2% | 111 |
|
|
2016
Q4 | $232K | Buy |
+1,461
| New | +$223K | 0.19% | 106 |
|
Other funds holding IBM
VCM
VPM
Creative Financial Designs's IBM Position: Q1 2026 in Review
Creative Financial Designs reduced its IBM (IBM) stake by 12% in Q1 2026, selling an estimated $233K and leaving 6,348 shares worth $1.54M. The position accounts for 0.09% of the portfolio, ranked #179.
Creative Financial Designs first reported a position in IBM in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.14M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Creative Financial Designs held 6,348 shares of IBM worth $1.54M as of Q1 2026.
- Creative Financial Designs sold 860 IBM shares in Q1 2026, an estimated $233K.
- IBM made up 0.09% of Creative Financial Designs's portfolio in Q1 2026, its #179 holding.
- Creative Financial Designs first reported a position in IBM in Q4 2016 and has held it in 38 quarters since.
- Creative Financial Designs's IBM position peaked at $2.14M in Q4 2025.
- 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.