Gladstone Institutional Advisory’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.57M | Buy |
26,921
+1,012
| +4% | +$255K | 0.24% | 88 |
|
|
2026
Q1 | $6.28M | Sell |
25,909
-2,986
| -10% | -$808K | 0.23% | 92 |
|
|
2025
Q4 | $8.56M | Sell |
28,895
-1,754
| -6% | -$525K | 0.32% | 65 |
|
|
2025
Q3 | $8.65M | Buy |
30,649
+813
| +3% | +$213K | 0.33% | 63 |
|
|
2025
Q2 | $8.79M | Sell |
29,836
-3,822
| -11% | -$985K | 0.36% | 55 |
|
|
2025
Q1 | $8.37M | Buy |
33,658
+7,447
| +28% | +$1.82M | 0.39% | 57 |
|
|
2024
Q4 | $5.76M | Sell |
26,211
-215
| -0.8% | -$47.9K | 0.27% | 86 |
|
|
2024
Q3 | $5.84M | Sell |
26,426
-2,681
| -9% | -$526K | 0.29% | 85 |
|
|
2024
Q2 | $5.03M | Sell |
29,107
-1,307
| -4% | -$227K | 0.26% | 104 |
|
|
2024
Q1 | $5.81M | Sell |
30,414
-15,106
| -33% | -$2.76M | 0.32% | 76 |
|
|
2023
Q4 | $7.44M | Sell |
45,520
-765
| -2% | -$116K | 0.42% | 52 |
|
|
2023
Q3 | $6.49M | Buy |
46,285
+2,360
| +5% | +$336K | 0.42% | 53 |
|
|
2023
Q2 | $5.88M | Buy |
43,925
+5,600
| +15% | +$723K | 0.36% | 71 |
|
|
2023
Q1 | $5.02M | Buy |
38,325
+12,194
| +47% | +$1.63M | 0.33% | 77 |
|
|
2022
Q4 | $3.68M | Sell |
26,131
-7,110
| -21% | -$981K | 0.26% | 109 |
|
|
2022
Q3 | $3.95M | Buy |
33,241
+17,002
| +105% | +$2.23M | 0.31% | 82 |
|
|
2022
Q2 | $2.29M | Sell |
16,239
-572
| -3% | -$77.2K | 0.18% | 148 |
|
|
2022
Q1 | $2.19M | Sell |
16,811
-21
| -0.1% | -$2.74K | 0.15% | 177 |
|
|
2021
Q4 | $2.25M | Buy |
16,832
+466
| +3% | +$58.4K | 0.17% | 157 |
|
|
2021
Q3 | $2.17M | Buy |
16,366
+2,216
| +16% | +$296K | 0.21% | 133 |
|
|
2021
Q2 | $1.98M | Buy |
14,150
+484
| +4% | +$66.2K | 0.24% | 109 |
|
|
2021
Q1 | $1.74M | Buy |
13,666
+11,334
| +486% | +$1.36M | 0.27% | 90 |
|
|
2020
Q4 | $281K | Sell |
2,332
-360
| -13% | -$41.6K | 0.06% | 234 |
|
|
2020
Q3 | $313K | Buy |
2,692
+112
| +4% | +$13.2K | 0.07% | 202 |
|
|
2020
Q2 | $298K | Sell |
2,580
-1,756
| -40% | -$204K | 0.08% | 175 |
|
|
2020
Q1 | $460K | Buy |
4,336
+1,144
| +36% | +$145K | 0.12% | 148 |
|
|
2019
Q4 | $409K | Sell |
3,192
-538
| -14% | -$69.9K | 0.1% | 160 |
|
|
2019
Q3 | $519K | Sell |
3,730
-417
| -10% | -$56.2K | 0.13% | 134 |
|
|
2019
Q2 | $547K | Buy |
4,147
+851
| +26% | +$112K | 0.17% | 126 |
|
|
2019
Q1 | $445K | Sell |
3,296
-77
| -2% | -$9.81K | 0.16% | 116 |
|
|
2018
Q4 | $367K | Buy |
+3,373
| New | +$405K | 0.21% | 110 |
|
Other funds holding IBM
Gladstone Institutional Advisory's IBM Position: Q2 2026 in Review
Gladstone Institutional Advisory increased its IBM (IBM) stake by 3.9% in Q2 2026, buying an estimated $255K and bringing the position to 26,921 shares worth $7.57M. The position accounts for 0.24% of the portfolio, ranked #88.
Gladstone Institutional Advisory first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.79M in Q2 2025. 3,623 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Gladstone Institutional Advisory held 26,921 shares of IBM worth $7.57M as of Q2 2026.
- Gladstone Institutional Advisory bought 1,012 IBM shares in Q2 2026, an estimated $255K.
- IBM made up 0.24% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #88 holding.
- Gladstone Institutional Advisory first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
- Gladstone Institutional Advisory's IBM position peaked at $8.79M in Q2 2025.
- 3,623 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.