Focused 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 | $3.62M | Buy |
14,942
+864
| +6% | +$234K | 0.38% | 39 |
|
|
2025
Q4 | $4.17M | Sell |
14,078
-253
| -2% | -$75.8K | 0.44% | 36 |
|
|
2025
Q3 | $4.04M | Buy |
14,331
+866
| +6% | +$227K | 0.43% | 36 |
|
|
2025
Q2 | $3.97M | Sell |
13,465
-55
| -0.4% | -$14.2K | 0.48% | 34 |
|
|
2025
Q1 | $3.36M | Buy |
13,520
+2,141
| +19% | +$524K | 0.45% | 32 |
|
|
2024
Q4 | $2.5M | Buy |
11,379
+52
| +0.5% | +$11.6K | 0.34% | 37 |
|
|
2024
Q3 | $2.5M | Sell |
11,327
-113
| -1% | -$22.2K | 0.33% | 43 |
|
|
2024
Q2 | $1.98M | Buy |
11,440
+135
| +1% | +$23.5K | 0.28% | 39 |
|
|
2024
Q1 | $2.16M | Buy |
11,305
+88
| +0.8% | +$16.1K | 0.33% | 40 |
|
|
2023
Q4 | $1.83M | Buy |
11,217
+87
| +0.8% | +$13.1K | 0.3% | 41 |
|
|
2023
Q3 | $1.56M | Sell |
11,130
-197
| -2% | -$28K | 0.28% | 42 |
|
|
2023
Q2 | $1.52M | Buy |
11,327
+109
| +1% | +$14.1K | 0.27% | 43 |
|
|
2023
Q1 | $1.47M | Buy |
11,218
+1,096
| +11% | +$147K | 0.3% | 42 |
|
|
2022
Q4 | $1.43M | Sell |
10,122
-76
| -0.7% | -$10.5K | 0.29% | 47 |
|
|
2022
Q3 | $1.21M | Buy |
10,198
+16
| +0.2% | +$2.1K | 0.25% | 47 |
|
|
2022
Q2 | $1.44M | Buy |
10,182
+83
| +0.8% | +$11.2K | 0.26% | 50 |
|
|
2022
Q1 | $1.31M | Sell |
10,099
-97
| -1% | -$12.7K | 0.21% | 54 |
|
|
2021
Q4 | $1.36M | Sell |
10,196
-459
| -4% | -$57.6K | 0.21% | 50 |
|
|
2021
Q3 | $1.42M | Sell |
10,655
-188
| -2% | -$25.1K | 0.23% | 49 |
|
|
2021
Q2 | $1.52M | Buy |
10,843
+1,763
| +19% | +$241K | 0.25% | 44 |
|
|
2021
Q1 | $1.16M | Buy |
9,080
+1,048
| +13% | +$125K | 0.21% | 55 |
|
|
2020
Q4 | $967K | Buy |
8,032
+104
| +1% | +$12K | 0.19% | 60 |
|
|
2020
Q3 | $922K | Sell |
7,928
-22
| -0.3% | -$2.59K | 0.2% | 54 |
|
|
2020
Q2 | $918K | Buy |
7,950
+312
| +4% | +$36.2K | 0.21% | 53 |
|
|
2020
Q1 | $810K | Sell |
7,638
-245
| -3% | -$31K | 0.23% | 50 |
|
|
2019
Q4 | $1.01M | Sell |
7,883
-50
| -0.6% | -$6.5K | 0.24% | 51 |
|
|
2019
Q3 | $1.1M | Buy |
7,933
+5
| +0.1% | +$674 | 0.3% | 45 |
|
|
2019
Q2 | $1.04M | Sell |
7,928
-1,374
| -15% | -$181K | 0.28% | 50 |
|
|
2019
Q1 | $1.25M | Sell |
9,302
-551
| -6% | -$70.2K | 0.38% | 41 |
|
|
2018
Q4 | $1.07M | Sell |
9,853
-30
| -0.3% | -$3.6K | 0.37% | 46 |
|
|
2018
Q3 | $1.43M | Buy |
9,883
+611
| +7% | +$85.4K | 0.49% | 40 |
|
|
2018
Q2 | $1.24M | Sell |
9,272
-4,872
| -34% | -$679K | 0.43% | 43 |
|
|
2018
Q1 | $2.08M | Buy |
14,144
+73
| +0.5% | +$11K | 0.66% | 28 |
|
|
2017
Q4 | $2.06M | Sell |
14,071
-859
| -6% | -$125K | 0.66% | 28 |
|
|
2017
Q3 | $2.07M | Buy |
14,930
+1,737
| +13% | +$242K | 0.69% | 26 |
|
|
2017
Q2 | $1.94M | Buy |
13,193
+371
| +3% | +$55.9K | 0.72% | 26 |
|
|
2017
Q1 | $2.13M | Buy |
12,822
+129
| +1% | +$21.6K | 0.84% | 25 |
|
|
2016
Q4 | $2.01M | Buy |
12,693
+3
| +0% | +$457 | 0.85% | 25 |
|
|
2016
Q3 | $1.93M | Sell |
12,690
-694
| -5% | -$105K | 0.85% | 23 |
|
|
2016
Q2 | $1.94M | Sell |
13,384
-123
| -0.9% | -$17.6K | 0.89% | 21 |
|
|
2016
Q1 | $1.96M | Buy |
13,507
+2,550
| +23% | +$326K | 1.07% | 22 |
|
|
2015
Q4 | $1.44M | Sell |
10,957
-7
| -0.1% | -$940 | 0.83% | 28 |
|
|
2015
Q3 | $1.52M | Sell |
10,964
-38
| -0.3% | -$5.61K | 0.97% | 27 |
|
|
2015
Q2 | $1.71M | Buy |
11,002
+187
| +2% | +$30.1K | 1.06% | 25 |
|
|
2015
Q1 | $1.66M | Sell |
10,815
-269
| -2% | -$40.8K | 1.02% | 27 |
|
|
2014
Q4 | $1.7M | Sell |
11,084
-738
| -6% | -$117K | 1.2% | 21 |
|
|
2014
Q3 | $2.15M | Sell |
11,822
-21
| -0.2% | -$3.83K | 1.65% | 12 |
|
|
2014
Q2 | $2.07M | Sell |
11,843
-211
| -2% | -$38K | 1.62% | 16 |
|
|
2014
Q1 | $2.22M | Sell |
12,054
-694
| -5% | -$122K | 1.85% | 12 |
|
|
2013
Q4 | $2.29M | Sell |
12,748
-3,197
| -20% | -$551K | 1.91% | 13 |
|
|
2013
Q3 | $2.82M | Buy |
+15,945
| New | +$2.9M | 2.69% | 10 |
|
Other funds holding IBM
VCM
VPM
Focused Wealth Management's IBM Position: Q1 2026 in Review
Focused Wealth Management increased its IBM (IBM) stake by 6.1% in Q1 2026, buying an estimated $234K and bringing the position to 14,942 shares worth $3.62M. The position accounts for 0.38% of the portfolio, ranked #39.
Focused Wealth Management first reported a position in IBM in Q3 2013 and has held it in 51 quarters since. The position peaked at $4.17M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Focused Wealth Management held 14,942 shares of IBM worth $3.62M as of Q1 2026.
- Focused Wealth Management bought 864 IBM shares in Q1 2026, an estimated $234K.
- IBM made up 0.38% of Focused Wealth Management's portfolio in Q1 2026, its #39 holding.
- Focused Wealth Management first reported a position in IBM in Q3 2013 and has held it in 51 quarters since.
- Focused Wealth Management's IBM position peaked at $4.17M in Q4 2025.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.