DBIA
IBM icon

Dumont & Blake Investment Advisors’s IBM IBM Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.73M Sell
7,155
-176
-2% -$47.6K 0.43% 64
2025
Q4 		$2.17M Buy
7,331
+138
+2% +$41.3K 0.52% 52
2025
Q3 		$2.03M Sell
7,193
-723
-9% -$189K 0.49% 58
2025
Q2 		$2.33M Sell
7,916
-765
-9% -$197K 0.61% 43
2025
Q1 		$2.16M Sell
8,681
-115
-1% -$28.1K 0.61% 42
2024
Q4 		$1.93M Sell
8,796
-75
-0.8% -$16.7K 0.52% 52
2024
Q3 		$1.96M Sell
8,871
-9,098
-51% -$1.78M 0.52% 49
2024
Q2 		$3.11M Buy
17,969
+8,934
+99% +$1.55M 0.44% 63
2024
Q1 		$1.73M Sell
9,035
-410
-4% -$74.8K 0.5% 54
2023
Q4 		$1.54M Sell
9,445
-499
-5% -$75.4K 0.48% 51
2023
Q3 		$1.4M Sell
9,944
-68
-0.7% -$9.68K 0.47% 55
2023
Q2 		$1.34M Sell
10,012
-309
-3% -$39.9K 0.44% 64
2023
Q1 		$1.35M Buy
10,321
+2
+0% +$268 0.46% 63
2022
Q4 		$1.45M Sell
10,319
-252
-2% -$34.8K 0.51% 55
2022
Q3 		$1.26M Sell
10,571
-9,297
-47% -$1.22M 0.47% 62
2022
Q2 		$2.81M Sell
19,868
-554
-3% -$74.8K 0.92% 24
2022
Q1 		$2.65M Sell
20,422
-13
-0.1% -$1.7K 0.73% 33
2021
Q4 		$2.73M Sell
20,435
-800
-4% -$100K 0.71% 35
2021
Q3 		$2.82M Sell
21,235
-59
-0.3% -$7.89K 0.81% 28
2021
Q2 		$2.98M Buy
21,294
+91
+0.4% +$12.4K 0.85% 27
2021
Q1 		$2.7M Sell
21,203
-73
-0.3% -$8.74K 0.83% 28
2020
Q4 		$2.56M Buy
21,276
+35
+0.2% +$4.04K 0.87% 24
2020
Q3 		$2.47M Buy
21,241
+302
+1% +$35.6K 0.94% 23
2020
Q2 		$2.42M Buy
20,939
+276
+1% +$32.1K 1.01% 20
2020
Q1 		$2.19M Buy
20,663
+281
+1% +$35.5K 1.12% 21
2019
Q4 		$2.61M Buy
20,382
+31
+0.2% +$4.03K 1.03% 22
2019
Q3 		$2.83M Sell
20,351
-122
-0.6% -$16.5K 1.19% 18
2019
Q2 		$2.7M Buy
20,473
+874
+4% +$115K 1.12% 19
2019
Q1 		$2.64M Buy
19,599
+428
+2% +$54.6K 1.12% 20
2018
Q4 		$2.08M Sell
19,171
-909
-5% -$109K 0.98% 23
2018
Q3 		$2.9M Buy
20,080
+154
+0.8% +$21.5K 1.13% 19
2018
Q2 		$2.66M Buy
19,926
+410
+2% +$57.2K 1.12% 19
2018
Q1 		$2.86M Sell
19,516
-121
-0.6% -$18.3K 1.22% 18
2017
Q4 		$2.88M Sell
19,637
-204
-1% -$29.7K 1.17% 18
2017
Q3 		$2.75M Sell
19,841
-263
-1% -$36.6K 1.18% 18
2017
Q2 		$2.96M Sell
20,104
-227
-1% -$34.2K 1.31% 16
2017
Q1 		$3.38M Sell
20,331
-103
-0.5% -$17.3K 1.53% 10
2016
Q4 		$3.24M Buy
20,434
+131
+0.6% +$20K 1.52% 10
2016
Q3 		$3.08M Buy
20,303
+419
+2% +$63.6K 1.51% 11
2016
Q2 		$2.88M Buy
19,884
+101
+0.5% +$14.5K 1.45% 12
2016
Q1 		$2.86M Buy
19,783
+37
+0.2% +$4.73K 1.48% 12
2015
Q4 		$2.6M Buy
19,746
+467
+2% +$62.7K 1.32% 13
2015
Q3 		$2.67M Buy
19,279
+515
+3% +$76K 1.44% 10
2015
Q2 		$2.92M Sell
18,764
-42
-0.2% -$6.75K 1.43% 11
2015
Q1 		$2.89M Sell
18,806
-5
-0% -$758 1.4% 10
2014
Q4 		$2.88M Sell
18,811
-11
-0.1% -$1.75K 1.43% 10
2014
Q3 		$3.42M Buy
18,822
+16
+0.1% +$2.92K 1.76% 6
2014
Q2 		$3.26M Buy
18,806
+84
+0.4% +$15.1K 1.64% 7
2014
Q1 		$3.44M Sell
18,722
-3
-0% -$528 1.79% 5
2013
Q4 		$3.36M Sell
18,725
-795
-4% -$137K 1.73% 7
2013
Q3 		$3.46M Buy
19,520
+54
+0.3% +$9.81K 1.64% 7
2013
Q2 		$3.56M Buy
+19,466
New +$3.79M 2.14% 6

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dumont & Blake Investment Advisors's IBM Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its IBM (IBM) stake by 2.4% in Q1 2026, selling an estimated $47.6K and leaving 7,155 shares worth $1.73M. The position accounts for 0.43% of the portfolio, ranked #64.

Dumont & Blake Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.56M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Dumont & Blake Investment Advisors held 7,155 shares of IBM worth $1.73M as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 176 IBM shares in Q1 2026, an estimated $47.6K.
  • IBM made up 0.43% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #64 holding.
  • Dumont & Blake Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Dumont & Blake Investment Advisors's IBM position peaked at $3.56M in Q2 2013.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.