Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$43.1M Sell
177,820
-18,453
-9% -$4.99M 0.26% 69
2025
Q4
$58.1M Sell
196,273
-1,576
-0.8% -$472K 0.36% 58
2025
Q3
$55.8M Buy
197,849
+118
+0.1% +$30.9K 0.36% 57
2025
Q2
$58.3M Sell
197,731
-4,901
-2% -$1.26M 0.41% 47
2025
Q1
$50.4M Sell
202,632
-556
-0.3% -$136K 0.4% 49
2024
Q4
$44.7M Sell
203,188
-628
-0.3% -$140K 0.36% 49
2024
Q3
$45.1M Sell
203,816
-1,337
-0.7% -$262K 0.37% 52
2024
Q2
$35.5M Buy
205,153
+10,336
+5% +$1.8M 0.31% 55
2024
Q1
$37.2M Buy
194,817
+2,211
+1% +$403K 0.34% 56
2023
Q4
$31.5M Buy
192,606
+3,685
+2% +$557K 0.31% 59
2023
Q3
$26.5M Buy
188,921
+6,791
+4% +$966K 0.29% 65
2023
Q2
$24.4M Buy
182,130
+5,946
+3% +$767K 0.26% 74
2023
Q1
$23.1M Sell
176,184
-733
-0.4% -$98.1K 0.26% 74
2022
Q4
$24.9M Buy
176,917
+3,486
+2% +$481K 0.29% 68
2022
Q3
$20.6M Buy
173,431
+4,125
+2% +$541K 0.27% 71
2022
Q2
$23.9M Buy
169,306
+6,009
+4% +$811K 0.3% 67
2022
Q1
$21.2M Buy
163,297
+15,922
+11% +$2.08M 0.23% 80
2021
Q4
$19.7M Sell
147,375
-21,499
-13% -$2.7M 0.21% 89
2021
Q3
$22.4M Sell
168,874
-3,331
-2% -$445K 0.26% 80
2021
Q2
$24.1M Sell
172,205
-20,965
-11% -$2.87M 0.28% 75
2021
Q1
$24.6M Sell
193,170
-13,906
-7% -$1.66M 0.31% 65
2020
Q4
$24.9M Sell
207,076
-100,221
-33% -$11.6M 0.38% 55
2020
Q3
$35.7M Buy
307,297
+23,284
+8% +$2.74M 0.62% 30
2020
Q2
$32.8M Sell
284,013
-53,369
-16% -$6.2M 0.61% 31
2020
Q1
$35.8M Buy
337,382
+5,252
+2% +$664K 0.7% 28
2019
Q4
$42.6M Buy
332,130
+3,390
+1% +$441K 0.69% 31
2019
Q3
$45.7M Buy
328,740
+14,712
+5% +$1.98M 0.82% 22
2019
Q2
$41.4M Sell
314,028
-104,941
-25% -$13.8M 0.77% 26
2019
Q1
$55.7M Buy
418,969
+18,366
+5% +$2.34M 0.96% 18
2018
Q4
$43.5M Buy
400,603
+16,965
+4% +$2.04M 0.85% 25
2018
Q3
$55.5M Buy
383,638
+7,341
+2% +$1.03M 0.99% 16
2018
Q2
$50.3M Buy
376,297
+8,884
+2% +$1.24M 0.99% 16
2018
Q1
$53.9M Buy
367,413
+27,794
+8% +$4.21M 1.11% 10
2017
Q4
$49.8M Buy
339,619
+35,649
+12% +$5.18M 1.04% 14
2017
Q3
$42.2M Buy
303,970
+24,186
+9% +$3.37M 0.83% 23
2017
Q2
$41.1M Buy
279,784
+29,803
+12% +$4.49M 0.93% 19
2017
Q1
$41.6M Buy
249,981
+41,791
+20% +$7.01M 1.01% 15
2016
Q4
$33M Buy
208,190
+7,793
+4% +$1.19M 0.75% 22
2016
Q3
$30.4M Buy
200,397
+48,065
+32% +$7.29M 0.76% 20
2016
Q2
$22.1M Buy
152,332
+6,255
+4% +$895K 0.65% 26
2016
Q1
$21.1M Buy
146,077
+11,334
+8% +$1.45M 0.66% 25
2015
Q4
$17.7M Sell
134,743
-27,289
-17% -$3.67M 0.58% 30
2015
Q3
$22.5M Buy
162,032
+6,559
+4% +$969K 0.79% 22
2015
Q2
$24.2M Buy
155,473
+7,731
+5% +$1.24M 0.79% 19
2015
Q1
$22.7M Buy
147,742
+20,044
+16% +$3.04M 0.74% 22
2014
Q4
$19.6M Buy
127,698
+7,310
+6% +$1.16M 0.64% 30
2014
Q3
$21.8M Buy
120,388
+1,169
+1% +$213K 0.74% 25
2014
Q2
$20.7M Sell
119,219
-5,481
-4% -$986K 0.7% 26
2014
Q1
$22.9M Buy
124,700
+66,450
+114% +$11.7M 0.82% 18
2013
Q4
$10.4M Buy
58,250
+13,451
+30% +$2.32M 0.39% 58
2013
Q3
$7.93M Sell
44,799
-437
-1% -$79.4K 0.36% 68
2013
Q2
$8.26M Buy
+45,236
New +$8.81M 0.4% 57

Other funds holding IBM

D.A. Davidson & Co's IBM Position: Q1 2026 in Review

D.A. Davidson & Co reduced its IBM (IBM) stake by 9.4% in Q1 2026, selling an estimated $4.99M and leaving 177,820 shares worth $43.1M. The position accounts for 0.26% of the portfolio, ranked #69.

D.A. Davidson & Co first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $58.3M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • D.A. Davidson & Co held 177,820 shares of IBM worth $43.1M as of Q1 2026.
  • D.A. Davidson & Co sold 18,453 IBM shares in Q1 2026, an estimated $4.99M.
  • IBM made up 0.26% of D.A. Davidson & Co's portfolio in Q1 2026, its #69 holding.
  • D.A. Davidson & Co first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • D.A. Davidson & Co's IBM position peaked at $58.3M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.