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Estabrook Capital Management’s IBM IBM Stock Holding History

Estabrook Capital Management’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 		$16.2M Sell
66,909
-1,311
-2% -$355K 2.37% 8
2025
Q4 		$20.2M Sell
68,220
-1,377
-2% -$412K 2.97% 6
2025
Q3 		$19.6M Sell
69,597
-680
-1% -$178K 2.86% 5
2025
Q2 		$20.7M Sell
70,277
-926
-1% -$239K 3.19% 5
2025
Q1 		$17.7M Sell
71,203
-2,865
-4% -$701K 2.86% 5
2024
Q4 		$16.3M Sell
74,068
-314
-0.4% -$69.9K 2.51% 6
2024
Q3 		$16.4M Sell
74,382
-582
-0.8% -$114K 2.45% 5
2024
Q2 		$13M Sell
74,964
-357
-0.5% -$62K 2% 11
2024
Q1 		$14.4M Sell
75,321
-2,321
-3% -$423K 2.22% 9
2023
Q4 		$12.7M Sell
77,642
-1,184
-2% -$179K 2.07% 10
2023
Q3 		$11.1M Sell
78,826
-2,272
-3% -$323K 1.95% 11
2023
Q2 		$10.9M Sell
81,098
-119
-0.1% -$15.4K 1.81% 14
2023
Q1 		$10.6M Buy
81,217
+263
+0.3% +$35.2K 1.85% 14
2022
Q4 		$11.4M Sell
80,954
-272
-0.3% -$37.5K 1.96% 13
2022
Q3 		$9.65M Sell
81,226
-852
-1% -$112K 1.79% 15
2022
Q2 		$11.6M Buy
82,078
+1,894
+2% +$256K 1.99% 12
2022
Q1 		$10.4M Buy
80,184
+533
+0.7% +$69.5K 1.53% 21
2021
Q4 		$10.6M Buy
79,651
+1,495
+2% +$188K 1.51% 18
2021
Q3 		$10.4M Sell
78,156
-1,979
-2% -$265K 1.63% 17
2021
Q2 		$11.2M Sell
80,135
-5,167
-6% -$707K 1.71% 17
2021
Q1 		$10.9M Buy
85,302
+487
+0.6% +$58.3K 1.67% 17
2020
Q4 		$10.2M Sell
84,815
-1,122
-1% -$130K 1.69% 17
2020
Q3 		$10M Buy
85,937
+1,151
+1% +$136K 1.83% 15
2020
Q2 		$9.79M Buy
84,786
+1,424
+2% +$165K 1.86% 15
2020
Q1 		$8.84M Buy
83,362
+7,270
+10% +$919K 1.86% 16
2019
Q4 		$9.75M Buy
76,092
+1,825
+2% +$237K 1.47% 22
2019
Q3 		$10.3M Sell
74,267
-656
-0.9% -$88.5K 1.72% 18
2019
Q2 		$9.88M Sell
74,923
-751
-1% -$98.7K 1.62% 23
2019
Q1 		$10.2M Buy
75,674
+6,902
+10% +$880K 1.69% 23
2018
Q4 		$7.47M Sell
68,772
-23,085
-25% -$2.77M 1.39% 26
2018
Q3 		$13.3M Sell
91,857
-1,487
-2% -$208K 2.01% 17
2018
Q2 		$12.5M Buy
93,344
+2,877
+3% +$401K 1.96% 19
2018
Q1 		$13.3M Buy
90,467
+4,358
+5% +$659K 2.08% 16
2017
Q4 		$12.6M Buy
86,109
+17,829
+26% +$2.59M 1.91% 17
2017
Q3 		$9.47M Sell
68,280
-75
-0.1% -$10.4K 1.47% 25
2017
Q2 		$10.1M Buy
68,355
+798
+1% +$120K 1.6% 26
2017
Q1 		$11.2M Sell
67,557
-3,826
-5% -$642K 1.76% 23
2016
Q4 		$11.3M Sell
71,383
-3,047
-4% -$464K 1.77% 21
2016
Q3 		$11.3M Sell
74,430
-967
-1% -$147K 1.66% 22
2016
Q2 		$10.9M Sell
75,397
-3,017
-4% -$432K 1.64% 23
2016
Q1 		$11.4M Sell
78,414
-20,956
-21% -$2.68M 1.68% 21
2015
Q4 		$13.1M Sell
99,370
-6,346
-6% -$853K 1.89% 20
2015
Q3 		$14.7M Sell
105,716
-7,009
-6% -$1.03M 2.11% 20
2015
Q2 		$17.5M Sell
112,725
-5,603
-5% -$901K 2.17% 18
2015
Q1 		$18.2M Sell
118,328
-6,229
-5% -$945K 2.12% 20
2014
Q4 		$19.1M Sell
124,557
-11,021
-8% -$1.75M 2.11% 17
2014
Q3 		$24.6M Sell
135,578
-3,581
-3% -$652K 2.63% 9
2014
Q2 		$24.1M Sell
139,159
-10,841
-7% -$1.95M 2.48% 11
2014
Q1 		$27.6M Sell
150,000
-4,727
-3% -$832K 2.81% 6
2013
Q4 		$27.7M Sell
154,727
-4,979
-3% -$859K 2.85% 6
2013
Q3 		$28.3M Sell
159,706
-10,222
-6% -$1.86M 3.09% 4
2013
Q2 		$31M Buy
+169,928
New +$33.1M 3.29% 3

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

Estabrook Capital Management's IBM Position: Q1 2026 in Review

Estabrook Capital Management reduced its IBM (IBM) stake by 1.9% in Q1 2026, selling an estimated $355K and leaving 66,909 shares worth $16.2M. The position accounts for 2.37% of the portfolio, ranked #8.

Estabrook Capital Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $31M in Q2 2013. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Estabrook Capital Management held 66,909 shares of IBM worth $16.2M as of Q1 2026.
  • Estabrook Capital Management sold 1,311 IBM shares in Q1 2026, an estimated $355K.
  • IBM made up 2.37% of Estabrook Capital Management's portfolio in Q1 2026, its #8 holding.
  • Estabrook Capital Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Estabrook Capital Management's IBM position peaked at $31M in Q2 2013.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.