Hillsdale Investment 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
Q2 | $149K | Buy |
+530
| New | +$134K | ﹤0.01% | 573 |
|
|
2025
Q4 | – | Sell |
-3,170
| Closed | -$894K | – | 708 |
|
|
2025
Q3 | $894K | Buy |
+3,170
| New | +$830K | 0.03% | 382 |
|
|
2024
Q4 | – | Sell |
-257
| Closed | -$56.8K | – | 629 |
|
|
2024
Q3 | $56.8K | Sell |
257
-3,513
| -93% | -$689K | ﹤0.01% | 448 |
|
|
2024
Q2 | $652K | Buy |
3,770
+570
| +18% | +$99K | 0.05% | 251 |
|
|
2024
Q1 | $611K | Buy |
+3,200
| New | +$584K | 0.05% | 281 |
|
|
2021
Q4 | – | Sell |
-408
| Closed | -$54K | – | 582 |
|
|
2021
Q3 | $54K | Hold |
408
| – | – | ﹤0.01% | 473 |
|
|
2021
Q2 | $57K | Hold |
408
| – | – | ﹤0.01% | 454 |
|
|
2021
Q1 | $52K | Hold |
408
| – | – | ﹤0.01% | 447 |
|
|
2020
Q4 | $49K | Hold |
408
| – | – | ﹤0.01% | 440 |
|
|
2020
Q3 | $47K | Hold |
408
| – | – | ﹤0.01% | 432 |
|
|
2020
Q2 | $47K | Hold |
408
| – | – | ﹤0.01% | 430 |
|
|
2020
Q1 | $43K | Hold |
408
| – | – | 0.01% | 442 |
|
|
2019
Q4 | $52K | Sell |
408
-3,671
| -90% | -$477K | ﹤0.01% | 440 |
|
|
2019
Q3 | $568K | Hold |
4,079
| – | – | 0.05% | 307 |
|
|
2019
Q2 | $537K | Buy |
4,079
+523
| +15% | +$68.7K | 0.05% | 319 |
|
|
2019
Q1 | $480K | Buy |
3,556
+878
| +33% | +$112K | 0.04% | 325 |
|
|
2018
Q4 | $291K | Buy |
2,678
+63
| +2% | +$7.56K | 0.03% | 377 |
|
|
2018
Q3 | $378K | Hold |
2,615
| – | – | 0.05% | 237 |
|
|
2018
Q2 | $349K | Hold |
2,615
| – | – | 0.04% | 275 |
|
|
2018
Q1 | $384K | Hold |
2,615
| – | – | 0.05% | 228 |
|
|
2017
Q4 | $384K | Hold |
2,615
| – | – | 0.06% | 251 |
|
|
2017
Q3 | $363K | Buy |
+2,615
| New | +$364K | 0.06% | 245 |
|
|
2015
Q4 | – | Sell |
-732
| Closed | -$101K | – | 538 |
|
|
2015
Q3 | $101K | Buy |
732
+104
| +17% | +$15.4K | 0.03% | 396 |
|
|
2015
Q2 | $98K | Hold |
628
| – | – | 0.03% | 414 |
|
|
2015
Q1 | $96K | Hold |
628
| – | – | 0.02% | 406 |
|
|
2014
Q4 | $96K | Sell |
628
-104
| -14% | -$16.5K | 0.02% | 394 |
|
|
2014
Q3 | $133K | Buy |
732
+209
| +40% | +$38.1K | 0.04% | 361 |
|
|
2014
Q2 | $91K | Sell |
523
-105
| -17% | -$18.9K | 0.02% | 395 |
|
|
2014
Q1 | $115K | Sell |
628
-1,359
| -68% | -$239K | 0.03% | 361 |
|
|
2013
Q4 | $356K | Sell |
1,987
-105
| -5% | -$18.1K | 0.1% | 144 |
|
|
2013
Q3 | $370K | Buy |
2,092
+1,726
| +472% | +$314K | 0.11% | 136 |
|
|
2013
Q2 | $67K | Buy |
+366
| New | +$71.3K | 0.02% | 397 |
|
Other funds holding IBM
Hillsdale Investment Management's IBM Position: Q2 2026 in Review
Hillsdale Investment Management opened a new position in IBM (IBM) in Q2 2026: 530 shares worth $149K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in IBM as recently as Q3 2025.
Hillsdale Investment Management first reported a position in IBM in Q2 2013 and has held it in 32 quarters since. The position peaked at $894K in Q3 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Hillsdale Investment Management held 530 shares of IBM worth $149K as of Q2 2026.
- IBM was a new Hillsdale Investment Management position in Q2 2026.
- IBM made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #573 holding.
- Hillsdale Investment Management first reported a position in IBM in Q2 2013 and has held it in 32 quarters since.
- Hillsdale Investment Management's IBM position peaked at $894K in Q3 2025.
- 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.