Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$845K Buy
3,486
+33
+1% +$8.93K 0.11% 100
2025
Q4
$1.02M Buy
3,453
+3
+0.1% +$898 0.13% 77
2025
Q3
$973K Buy
3,450
+109
+3% +$28.5K 0.13% 77
2025
Q2
$985K Buy
3,341
+158
+5% +$40.7K 0.13% 70
2025
Q1
$791K Sell
3,183
-651
-17% -$159K 0.11% 86
2024
Q4
$843K Buy
3,834
+225
+6% +$50.1K 0.12% 79
2024
Q3
$798K Sell
3,609
-5
-0.1% -$980 0.11% 84
2024
Q2
$625K Sell
3,614
-253
-7% -$44K 0.09% 97
2024
Q1
$738K Sell
3,867
-25
-0.6% -$4.56K 0.1% 92
2023
Q4
$637K Buy
3,892
+101
+3% +$15.3K 0.09% 107
2023
Q3
$532K Buy
3,791
+271
+8% +$38.6K 0.08% 110
2023
Q2
$471K Buy
3,520
+207
+6% +$26.7K 0.08% 117
2023
Q1
$434K Buy
3,313
+26
+0.8% +$3.48K 0.07% 120
2022
Q4
$463K Buy
3,287
+42
+1% +$5.79K 0.08% 111
2022
Q3
$444K Buy
3,245
+76
+2% +$9.97K 0.1% 114
2022
Q2
$447K Buy
+3,169
New +$428K 0.08% 108
2021
Q4
Sell
-1,514
Closed -$201K 212
2021
Q3
$201K Buy
+1,514
New +$202K 0.04% 204
2021
Q1
Sell
-2,568
Closed -$310K 205
2020
Q4
$310K Buy
2,568
+152
+6% +$17.6K 0.07% 129
2020
Q3
$281K Buy
2,416
+182
+8% +$21.4K 0.07% 117
2020
Q2
$258K Buy
2,234
+67
+3% +$7.78K 0.06% 115
2020
Q1
$230K Buy
2,167
+237
+12% +$30K 0.07% 103
2019
Q4
$247K Sell
1,930
-227
-11% -$29.5K 0.06% 123
2019
Q3
$300K Buy
2,157
+40
+2% +$5.4K 0.08% 85
2019
Q2
$279K Buy
2,117
+25
+1% +$3.28K 0.08% 85
2019
Q1
$282K Buy
2,092
+20
+1% +$2.55K 0.09% 85
2018
Q4
$225K Sell
2,072
-133
-6% -$16K 0.08% 84
2018
Q3
$319K Buy
2,205
+2
+0.1% +$279 0.1% 71
2018
Q2
$294K Buy
2,203
+44
+2% +$6.14K 0.1% 68
2018
Q1
$317K Sell
2,159
-52
-2% -$7.87K 0.11% 58
2017
Q4
$324K Sell
2,211
-96
-4% -$14K 0.11% 51
2017
Q3
$320K Sell
2,307
-494
-18% -$68.8K 0.12% 50
2017
Q2
$412K Buy
2,801
+551
+24% +$83.1K 0.15% 62
2017
Q1
$375K Buy
2,250
+13
+0.6% +$2.18K 0.15% 46
2016
Q4
$355K Buy
+2,237
New +$341K 0.16% 47

Other funds holding IBM

Gilbert & Cook's IBM Position: Q1 2026 in Review

Gilbert & Cook increased its IBM (IBM) stake by 0.96% in Q1 2026, buying an estimated $8.93K and bringing the position to 3,486 shares worth $845K. The position accounts for 0.11% of the portfolio, ranked #100.

Gilbert & Cook first reported a position in IBM in Q4 2016 and has held it in 34 quarters since. The position peaked at $1.02M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Gilbert & Cook held 3,486 shares of IBM worth $845K as of Q1 2026.
  • Gilbert & Cook bought 33 IBM shares in Q1 2026, an estimated $8.93K.
  • IBM made up 0.11% of Gilbert & Cook's portfolio in Q1 2026, its #100 holding.
  • Gilbert & Cook first reported a position in IBM in Q4 2016 and has held it in 34 quarters since.
  • Gilbert & Cook's IBM position peaked at $1.02M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Gilbert & Cook's 13F filing for Q1 2026, filed 5 May 2026.