Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$343K Buy
1,415
+28
+2% +$7.58K ﹤0.01% 370
2025
Q4
$411K Buy
1,387
+34
+3% +$10.2K ﹤0.01% 356
2025
Q3
$382K Buy
1,353
+29
+2% +$7.59K ﹤0.01% 359
2025
Q2
$390K Buy
1,324
+48
+4% +$12.4K ﹤0.01% 349
2025
Q1
$317K Buy
1,276
+194
+18% +$47.5K ﹤0.01% 360
2024
Q4
$238K Buy
1,082
+3
+0.3% +$668 ﹤0.01% 364
2024
Q3
$239K Buy
1,079
+65
+6% +$12.7K ﹤0.01% 354
2024
Q2
$175K Buy
1,014
+52
+5% +$9.04K ﹤0.01% 358
2024
Q1
$184K Buy
962
+195
+25% +$35.6K ﹤0.01% 348
2023
Q4
$125K Buy
767
+37
+5% +$5.59K ﹤0.01% 362
2023
Q3
$102K Buy
730
+196
+37% +$27.9K ﹤0.01% 364
2023
Q2
$71K Buy
534
+284
+114% +$36.7K ﹤0.01% 364
2023
Q1
$33K Buy
+250
New +$33.4K ﹤0.01% 362
2022
Q3
Sell
-289
Closed -$41K 603
2022
Q2
$41K Buy
289
+211
+271% +$28.5K ﹤0.01% 391
2022
Q1
$10K Buy
+78
New +$10.2K ﹤0.01% 439
2021
Q3
Sell
-54
Closed -$8K 394
2021
Q2
$8K Buy
+54
New +$7.38K ﹤0.01% 380
2016
Q1
Sell
-2,238
Closed -$295K 223
2015
Q4
$295K Hold
2,238
0.01% 225
2015
Q3
$310K Sell
2,238
-403
-15% -$59.5K 0.01% 219
2015
Q2
$411K Sell
2,641
-340
-11% -$54.6K 0.01% 218
2015
Q1
$457K Sell
2,981
-94
-3% -$14.3K 0.01% 216
2014
Q4
$472K Hold
3,075
0.01% 212
2014
Q3
$558K Sell
3,075
-157
-5% -$28.6K 0.01% 216
2014
Q2
$560K Sell
3,232
-262
-7% -$47.2K 0.01% 215
2014
Q1
$643K Sell
3,494
-2,144
-38% -$377K 0.02% 190
2013
Q4
$1.01M Sell
5,638
-628
-10% -$108K 0.03% 172
2013
Q3
$1.11M Sell
6,266
-1,527
-20% -$278K 0.03% 166
2013
Q2
$1.42M Buy
+7,793
New +$1.52M 0.05% 166

Other funds holding IBM

GW&K Investment Management's IBM Position: Q1 2026 in Review

GW&K Investment Management increased its IBM (IBM) stake by 2% in Q1 2026, buying an estimated $7.58K and bringing the position to 1,415 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

GW&K Investment Management first reported a position in IBM in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.42M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • GW&K Investment Management held 1,415 shares of IBM worth $343K as of Q1 2026.
  • GW&K Investment Management bought 28 IBM shares in Q1 2026, an estimated $7.58K.
  • IBM made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #370 holding.
  • GW&K Investment Management first reported a position in IBM in Q2 2013 and has held it in 27 quarters since.
  • GW&K Investment Management's IBM position peaked at $1.42M in Q2 2013.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.