Excalibur 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 | $3.31M | Buy |
13,642
+103
| +0.8% | +$27.9K | 1.19% | 19 |
|
|
2025
Q4 | $4.01M | Sell |
13,539
-73
| -0.5% | -$21.9K | 1.45% | 13 |
|
|
2025
Q3 | $3.84M | Buy |
13,612
+10
| +0.1% | +$2.62K | 1.39% | 15 |
|
|
2025
Q2 | $4.01M | Sell |
13,602
-237
| -2% | -$61.1K | 1.5% | 13 |
|
|
2025
Q1 | $3.44M | Sell |
13,839
-116
| -0.8% | -$28.4K | 1.35% | 15 |
|
|
2024
Q4 | $3.07M | Sell |
13,955
-56
| -0.4% | -$12.5K | 1.22% | 18 |
|
|
2024
Q3 | $3.1M | Buy |
14,011
+49
| +0.4% | +$9.61K | 1.18% | 15 |
|
|
2024
Q2 | $2.41M | Buy |
13,962
+659
| +5% | +$115K | 0.98% | 22 |
|
|
2024
Q1 | $2.54M | Sell |
13,303
-49
| -0.4% | -$8.94K | 1.08% | 21 |
|
|
2023
Q4 | $2.18M | Sell |
13,352
-74
| -0.6% | -$11.2K | 1.03% | 21 |
|
|
2023
Q3 | $1.88M | Sell |
13,426
-105
| -0.8% | -$14.9K | 0.98% | 23 |
|
|
2023
Q2 | $1.81M | Sell |
13,531
-483
| -3% | -$62.3K | 0.92% | 25 |
|
|
2023
Q1 | $1.84M | Sell |
14,014
-173
| -1% | -$23.1K | 0.95% | 29 |
|
|
2022
Q4 | $2M | Sell |
14,187
-303
| -2% | -$41.8K | 1.04% | 21 |
|
|
2022
Q3 | $1.72M | Buy |
14,490
+10
| +0.1% | +$1.31K | 0.96% | 22 |
|
|
2022
Q2 | $2.04M | Sell |
14,480
-511
| -3% | -$69K | 1.06% | 22 |
|
|
2022
Q1 | $1.95M | Buy |
14,991
+46
| +0.3% | +$6K | 0.84% | 31 |
|
|
2021
Q4 | $2M | Sell |
14,945
-227
| -1% | -$28.5K | 0.81% | 34 |
|
|
2021
Q3 | $2.02M | Sell |
15,172
-73
| -0.5% | -$9.76K | 0.88% | 27 |
|
|
2021
Q2 | $2.14M | Sell |
15,245
-172
| -1% | -$23.5K | 0.97% | 26 |
|
|
2021
Q1 | $1.96M | Buy |
15,417
+252
| +2% | +$30.2K | 0.97% | 27 |
|
|
2020
Q4 | $1.82M | Sell |
15,165
-557
| -4% | -$64.4K | 0.98% | 28 |
|
|
2020
Q3 | $1.83M | Sell |
15,722
-1,484
| -9% | -$175K | 1.11% | 25 |
|
|
2020
Q2 | $1.99M | Buy |
17,206
+1,782
| +12% | +$207K | 1.32% | 20 |
|
|
2020
Q1 | $1.64M | Buy |
15,424
+1,643
| +12% | +$208K | 1.26% | 21 |
|
|
2019
Q4 | $1.77M | Buy |
13,781
+4,348
| +46% | +$565K | 1.15% | 22 |
|
|
2019
Q3 | $1.31M | Buy |
9,433
+753
| +9% | +$102K | 1.18% | 23 |
|
|
2019
Q2 | $1.14M | Buy |
8,680
+205
| +2% | +$26.9K | 1.05% | 26 |
|
|
2019
Q1 | $1.14M | Sell |
8,475
-228
| -3% | -$29.1K | 1.08% | 25 |
|
|
2018
Q4 | $946K | Sell |
8,703
-1,299
| -13% | -$156K | 0.96% | 27 |
|
|
2018
Q3 | $1.45M | Sell |
10,002
-3,980
| -28% | -$556K | 1.24% | 23 |
|
|
2018
Q2 | $1.87M | Sell |
13,982
-32
| -0.2% | -$4.46K | 1.49% | 18 |
|
|
2018
Q1 | $2.06M | Buy |
14,014
+348
| +3% | +$52.7K | 1.67% | 17 |
|
|
2017
Q4 | $2M | Sell |
13,666
-1,544
| -10% | -$225K | 1.68% | 16 |
|
|
2017
Q3 | $2.11M | Buy |
15,210
+983
| +7% | +$137K | 1.79% | 16 |
|
|
2017
Q2 | $2.09M | Buy |
14,227
+2,394
| +20% | +$361K | 1.87% | 16 |
|
|
2017
Q1 | $1.97M | Sell |
11,833
-201
| -2% | -$33.7K | 1.75% | 16 |
|
|
2016
Q4 | $1.91M | Sell |
12,034
-220
| -2% | -$33.5K | 1.74% | 16 |
|
|
2016
Q3 | $1.86M | Sell |
12,254
-21
| -0.2% | -$3.19K | 1.77% | 17 |
|
|
2016
Q2 | $1.78M | Sell |
12,275
-594
| -5% | -$85K | 1.53% | 19 |
|
|
2016
Q1 | $1.86M | Buy |
12,869
+147
| +1% | +$18.8K | 1.67% | 19 |
|
|
2015
Q4 | $1.67M | Sell |
12,722
-626
| -5% | -$84.1K | 1.56% | 19 |
|
|
2015
Q3 | $1.85M | Sell |
13,348
-58
| -0.4% | -$8.56K | 1.85% | 18 |
|
|
2015
Q2 | $2.08M | Buy |
13,406
+171
| +1% | +$27.5K | 1.95% | 19 |
|
|
2015
Q1 | $2.03M | Buy |
13,235
+1,076
| +9% | +$163K | 1.96% | 19 |
|
|
2014
Q4 | $1.86M | Buy |
12,159
+238
| +2% | +$37.9K | 1.88% | 17 |
|
|
2014
Q3 | $2.16M | Buy |
11,921
+491
| +4% | +$89.5K | 2.22% | 15 |
|
|
2014
Q2 | $1.98M | Buy |
11,430
+14
| +0.1% | +$2.52K | 2.07% | 15 |
|
|
2014
Q1 | $2.1M | Sell |
11,416
-445
| -4% | -$78.3K | 2.3% | 14 |
|
|
2013
Q4 | $2.13M | Buy |
11,861
+3,370
| +40% | +$581K | 2.32% | 12 |
|
|
2013
Q3 | $1.5M | Buy |
8,491
+2,846
| +50% | +$517K | 1.76% | 16 |
|
|
2013
Q2 | $1.03M | Buy |
+5,645
| New | +$1.1M | 1.28% | 21 |
|
Other funds holding IBM
VCM
VPM
Excalibur Management's IBM Position: Q1 2026 in Review
Excalibur Management increased its IBM (IBM) stake by 0.76% in Q1 2026, buying an estimated $27.9K and bringing the position to 13,642 shares worth $3.31M. The position accounts for 1.19% of the portfolio, ranked #19.
Excalibur Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.01M in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Excalibur Management held 13,642 shares of IBM worth $3.31M as of Q1 2026.
- Excalibur Management bought 103 IBM shares in Q1 2026, an estimated $27.9K.
- IBM made up 1.19% of Excalibur Management's portfolio in Q1 2026, its #19 holding.
- Excalibur Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Excalibur Management's IBM position peaked at $4.01M in Q4 2025.
- 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.