First Foundation Advisors’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 | $1.22M | Buy |
5,045
+518
| +11% | +$140K | 0.05% | 169 |
|
|
2025
Q4 | $1.34M | Buy |
4,527
+23
| +0.5% | +$6.89K | 0.05% | 157 |
|
|
2025
Q3 | $1.27M | Buy |
4,504
+197
| +5% | +$51.6K | 0.05% | 162 |
|
|
2025
Q2 | $1.27M | Buy |
4,307
+930
| +28% | +$240K | 0.05% | 168 |
|
|
2025
Q1 | $840K | Buy |
3,377
+436
| +15% | +$107K | 0.03% | 179 |
|
|
2024
Q4 | $647K | Buy |
2,941
+75
| +3% | +$16.7K | 0.02% | 209 |
|
|
2024
Q3 | $634K | Buy |
2,866
+987
| +53% | +$194K | 0.02% | 213 |
|
|
2024
Q2 | $325K | Buy |
1,879
+19
| +1% | +$3.3K | 0.01% | 273 |
|
|
2024
Q1 | $355K | Sell |
1,860
-227
| -11% | -$41.4K | 0.01% | 269 |
|
|
2023
Q4 | $341K | Sell |
2,087
-2,690
| -56% | -$406K | 0.02% | 273 |
|
|
2023
Q3 | $670K | Sell |
4,777
-2,826
| -37% | -$402K | 0.03% | 217 |
|
|
2023
Q2 | $1.02M | Buy |
7,603
+577
| +8% | +$74.5K | 0.04% | 176 |
|
|
2023
Q1 | $921K | Buy |
7,026
+439
| +7% | +$58.7K | 0.04% | 179 |
|
|
2022
Q4 | $928K | Sell |
6,587
-104
| -2% | -$14.3K | 0.04% | 187 |
|
|
2022
Q3 | $795K | Sell |
6,691
-33
| -0.5% | -$4.33K | 0.04% | 189 |
|
|
2022
Q2 | $949K | Buy |
6,724
+41
| +0.6% | +$5.53K | 0.04% | 177 |
|
|
2022
Q1 | $869K | Buy |
6,683
+598
| +10% | +$78K | 0.03% | 199 |
|
|
2021
Q4 | $813K | Sell |
6,085
-397
| -6% | -$49.8K | 0.03% | 220 |
|
|
2021
Q3 | $861K | Buy |
6,482
+283
| +5% | +$37.8K | 0.03% | 214 |
|
|
2021
Q2 | $869K | Buy |
6,199
+562
| +10% | +$76.8K | 0.03% | 216 |
|
|
2021
Q1 | $718K | Sell |
5,637
-1,303
| -19% | -$156K | 0.03% | 233 |
|
|
2020
Q4 | $835K | Buy |
6,940
+309
| +5% | +$35.7K | 0.04% | 208 |
|
|
2020
Q3 | $771K | Sell |
6,631
-101
| -2% | -$11.9K | 0.04% | 198 |
|
|
2020
Q2 | $777K | Sell |
6,732
-4,772
| -41% | -$554K | 0.04% | 191 |
|
|
2020
Q1 | $1.22M | Buy |
11,504
+5,895
| +105% | +$745K | 0.07% | 152 |
|
|
2019
Q4 | $719K | Buy |
5,609
+508
| +10% | +$66K | 0.04% | 205 |
|
|
2019
Q3 | $709K | Sell |
5,101
-43
| -0.8% | -$5.8K | 0.04% | 192 |
|
|
2019
Q2 | $678K | Buy |
5,144
+105
| +2% | +$13.8K | 0.04% | 197 |
|
|
2019
Q1 | $680K | Sell |
5,039
-775
| -13% | -$98.8K | 0.04% | 187 |
|
|
2018
Q4 | $632K | Buy |
5,814
+317
| +6% | +$38K | 0.04% | 225 |
|
|
2018
Q3 | $795K | Sell |
5,497
-1,601
| -23% | -$224K | 0.04% | 201 |
|
|
2018
Q2 | $948K | Buy |
7,098
+22
| +0.3% | +$3.07K | 0.06% | 170 |
|
|
2018
Q1 | $1.04M | Buy |
7,076
+143
| +2% | +$21.6K | 0.06% | 160 |
|
|
2017
Q4 | $1.02M | Buy |
6,933
+270
| +4% | +$39.3K | 0.05% | 174 |
|
|
2017
Q3 | $924K | Sell |
6,663
-2,219
| -25% | -$309K | 0.05% | 151 |
|
|
2017
Q2 | $1.31M | Buy |
8,882
+3,301
| +59% | +$498K | 0.08% | 131 |
|
|
2017
Q1 | $929K | Sell |
5,581
-27,717
| -83% | -$4.65M | 0.06% | 146 |
|
|
2016
Q4 | $5.28M | Sell |
33,298
-83,623
| -72% | -$12.7M | 0.35% | 60 |
|
|
2016
Q3 | $17.8M | Sell |
116,921
-465
| -0.4% | -$70.6K | 1.23% | 31 |
|
|
2016
Q2 | $17M | Sell |
117,386
-3,609
| -3% | -$517K | 1.22% | 29 |
|
|
2016
Q1 | $17.5M | Buy |
120,995
+7,934
| +7% | +$1.01M | 1.27% | 25 |
|
|
2015
Q4 | $14.9M | Sell |
113,061
-2,284
| -2% | -$307K | 1.02% | 35 |
|
|
2015
Q3 | $16M | Sell |
115,345
-6,021
| -5% | -$889K | 1.31% | 26 |
|
|
2015
Q2 | $18.9M | Sell |
121,366
-3,245
| -3% | -$522K | 1.5% | 24 |
|
|
2015
Q1 | $19.1M | Buy |
124,611
+10,102
| +9% | +$1.53M | 1.6% | 22 |
|
|
2014
Q4 | $17.6M | Sell |
114,509
-5,616
| -5% | -$893K | 1.55% | 24 |
|
|
2014
Q3 | $21.8M | Buy |
120,125
+2,731
| +2% | +$498K | 2.17% | 12 |
|
|
2014
Q2 | $20.3M | Buy |
117,394
+1,724
| +1% | +$310K | 2.22% | 13 |
|
|
2014
Q1 | $21.3M | Buy |
115,670
+4,256
| +4% | +$749K | 2.64% | 10 |
|
|
2013
Q4 | $20M | Buy |
111,414
+2,308
| +2% | +$398K | 2.69% | 11 |
|
|
2013
Q3 | $19.3M | Buy |
109,106
+8,310
| +8% | +$1.51M | 3% | 8 |
|
|
2013
Q2 | $18.4M | Buy |
+100,796
| New | +$19.6M | 3.61% | 6 |
|
Other funds holding IBM
VCM
VPM
First Foundation Advisors's IBM Position: Q1 2026 in Review
First Foundation Advisors increased its IBM (IBM) stake by 11% in Q1 2026, buying an estimated $140K and bringing the position to 5,045 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #169.
First Foundation Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.8M in Q3 2014. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- First Foundation Advisors held 5,045 shares of IBM worth $1.22M as of Q1 2026.
- First Foundation Advisors bought 518 IBM shares in Q1 2026, an estimated $140K.
- IBM made up 0.05% of First Foundation Advisors's portfolio in Q1 2026, its #169 holding.
- First Foundation Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- First Foundation Advisors's IBM position peaked at $21.8M in Q3 2014.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.