Eads & Heald Wealth Management’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 | $797K | Sell |
3,290
-289
| -8% | -$78.2K | 0.4% | 90 |
|
|
2025
Q4 | $1.06M | Buy |
3,579
+1,687
| +89% | +$505K | 0.51% | 78 |
|
|
2025
Q3 | $534K | Sell |
1,892
-268
| -12% | -$70.2K | 0.25% | 109 |
|
|
2025
Q2 | $637K | Sell |
2,160
-400
| -16% | -$103K | 0.31% | 105 |
|
|
2025
Q1 | $637K | Sell |
2,560
-421
| -14% | -$103K | 0.32% | 106 |
|
|
2024
Q4 | $655K | Sell |
2,981
-149
| -5% | -$33.2K | 0.32% | 104 |
|
|
2024
Q3 | $692K | Sell |
3,130
-84
| -3% | -$16.5K | 0.33% | 103 |
|
|
2024
Q2 | $556K | Sell |
3,214
-160
| -5% | -$27.8K | 0.27% | 108 |
|
|
2024
Q1 | $644K | Sell |
3,374
-197
| -6% | -$35.9K | 0.3% | 106 |
|
|
2023
Q4 | $584K | Sell |
3,571
-19
| -0.5% | -$2.87K | 0.28% | 106 |
|
|
2023
Q3 | $504K | Sell |
3,590
-58
| -2% | -$8.25K | 0.26% | 108 |
|
|
2023
Q2 | $488K | Sell |
3,648
-145
| -4% | -$18.7K | 0.24% | 113 |
|
|
2023
Q1 | $497K | Sell |
3,793
-173
| -4% | -$23.1K | 0.25% | 111 |
|
|
2022
Q4 | $559K | Hold |
3,966
| – | – | 0.28% | 108 |
|
|
2022
Q3 | $471K | Sell |
3,966
-205
| -5% | -$26.9K | 0.27% | 110 |
|
|
2022
Q2 | $589K | Buy |
4,171
+136
| +3% | +$18.4K | 0.32% | 105 |
|
|
2022
Q1 | $525K | Buy |
4,035
+1
| +0% | +$130 | 0.24% | 111 |
|
|
2021
Q4 | $539K | Buy |
4,034
+108
| +3% | +$13.5K | 0.23% | 112 |
|
|
2021
Q3 | $521K | Buy |
3,926
+218
| +6% | +$29.1K | 0.25% | 110 |
|
|
2021
Q2 | $520K | Buy |
3,708
+49
| +1% | +$6.7K | 0.25% | 110 |
|
|
2021
Q1 | $466K | Buy |
3,659
+57
| +2% | +$6.82K | 0.24% | 111 |
|
|
2020
Q4 | $434K | Sell |
3,602
-873
| -20% | -$101K | 0.23% | 107 |
|
|
2020
Q3 | $521K | Sell |
4,475
-6,281
| -58% | -$739K | 0.31% | 101 |
|
|
2020
Q2 | $1.24M | Sell |
10,756
-1,811
| -14% | -$210K | 0.75% | 66 |
|
|
2020
Q1 | $1.33M | Sell |
12,567
-72
| -0.6% | -$9.11K | 0.94% | 48 |
|
|
2019
Q4 | $1.62M | Sell |
12,639
-8
| -0.1% | -$1.04K | 0.86% | 57 |
|
|
2019
Q3 | $1.76M | Sell |
12,647
-75
| -0.6% | -$10.1K | 0.98% | 48 |
|
|
2019
Q2 | $1.68M | Buy |
12,722
+146
| +1% | +$19.2K | 0.95% | 53 |
|
|
2019
Q1 | $1.7M | Buy |
12,576
+559
| +5% | +$71.3K | 0.98% | 52 |
|
|
2018
Q4 | $1.31M | Sell |
12,017
-513
| -4% | -$61.6K | 0.87% | 54 |
|
|
2018
Q3 | $1.81M | Buy |
12,530
+91
| +0.7% | +$12.7K | 1.04% | 47 |
|
|
2018
Q2 | $1.66M | Buy |
12,439
+432
| +4% | +$60.3K | 1.02% | 43 |
|
|
2018
Q1 | $1.76M | Sell |
12,007
-518
| -4% | -$78.4K | 1.12% | 38 |
|
|
2017
Q4 | $1.84M | Sell |
12,525
-407
| -3% | -$59.2K | 1.08% | 40 |
|
|
2017
Q3 | $1.79M | Buy |
12,932
+1,427
| +12% | +$199K | 1.11% | 36 |
|
|
2017
Q2 | $1.69M | Sell |
11,505
-83
| -0.7% | -$12.5K | 1.09% | 38 |
|
|
2017
Q1 | $1.93M | Buy |
11,588
+282
| +2% | +$47.3K | 1.24% | 24 |
|
|
2016
Q4 | $1.79M | Sell |
11,306
-3
| -0% | -$457 | 1.22% | 27 |
|
|
2016
Q3 | $1.72M | Sell |
11,309
-198
| -2% | -$30K | 1.18% | 29 |
|
|
2016
Q2 | $1.67M | Buy |
11,507
+920
| +9% | +$132K | 1.15% | 34 |
|
|
2016
Q1 | $1.53M | Buy |
10,587
+796
| +8% | +$102K | 1.06% | 39 |
|
|
2015
Q4 | $1.29M | Sell |
9,791
-214
| -2% | -$28.8K | 0.89% | 53 |
|
|
2015
Q3 | $1.39M | Buy |
10,005
+617
| +7% | +$91.1K | 0.99% | 43 |
|
|
2015
Q2 | $1.46M | Buy |
9,388
+98
| +1% | +$15.8K | 0.96% | 50 |
|
|
2015
Q1 | $1.43M | Sell |
9,290
-429
| -4% | -$65.1K | 0.92% | 52 |
|
|
2014
Q4 | $1.49M | Sell |
9,719
-91
| -0.9% | -$14.5K | 0.95% | 53 |
|
|
2014
Q3 | $1.78M | Buy |
9,810
+35
| +0.4% | +$6.38K | 1.2% | 33 |
|
|
2014
Q2 | $1.69M | Buy |
9,775
+178
| +2% | +$32K | 1.13% | 42 |
|
|
2014
Q1 | $1.77M | Buy |
9,597
+10
| +0.1% | +$1.76K | 1.16% | 39 |
|
|
2013
Q4 | $1.72M | Sell |
9,587
-28
| -0.3% | -$4.83K | 1.14% | 40 |
|
|
2013
Q3 | $1.7M | Sell |
9,615
-411
| -4% | -$74.7K | 1.22% | 37 |
|
|
2013
Q2 | $1.83M | Buy |
+10,026
| New | +$1.95M | 1.3% | 28 |
|
Other funds holding IBM
VCM
VPM
Eads & Heald Wealth Management's IBM Position: Q1 2026 in Review
Eads & Heald Wealth Management reduced its IBM (IBM) stake by 8.1% in Q1 2026, selling an estimated $78.2K and leaving 3,290 shares worth $797K. The position accounts for 0.4% of the portfolio, ranked #90.
Eads & Heald Wealth Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.93M in Q1 2017. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Eads & Heald Wealth Management held 3,290 shares of IBM worth $797K as of Q1 2026.
- Eads & Heald Wealth Management sold 289 IBM shares in Q1 2026, an estimated $78.2K.
- IBM made up 0.4% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #90 holding.
- Eads & Heald Wealth Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Eads & Heald Wealth Management's IBM position peaked at $1.93M in Q1 2017.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.