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Hourglass Capital’s IBM IBM Stock Holding History

Hourglass Capital’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.12M Buy
25,264
+300
+1% +$81.2K 1.27% 41
2025
Q4 		$7.39M Buy
24,964
+261
+1% +$78.2K 1.59% 22
2025
Q3 		$6.97M Sell
24,703
-77
-0.3% -$20.2K 1.57% 23
2025
Q2 		$7.3M Buy
24,780
+1,055
+4% +$272K 1.81% 18
2025
Q1 		$5.9M Buy
23,725
+215
+0.9% +$52.6K 1.54% 27
2024
Q4 		$5.17M Sell
23,510
-6,590
-22% -$1.47M 1.43% 31
2024
Q3 		$6.65M Sell
30,100
-445
-1% -$87.3K 1.85% 22
2024
Q2 		$5.28M Buy
30,545
+120
+0.4% +$20.9K 1.57% 29
2024
Q1 		$5.81M Sell
30,425
-60
-0.2% -$10.9K 1.75% 26
2023
Q4 		$4.99M Sell
30,485
-2,200
-7% -$332K 1.61% 32
2023
Q3 		$4.59M Sell
32,685
-11,963
-27% -$1.7M 1.62% 29
2023
Q2 		$5.97M Buy
44,648
+528
+1% +$68.1K 2.08% 16
2023
Q1 		$5.78M Sell
44,120
-500
-1% -$66.9K 2.09% 13
2022
Q4 		$6.29M Buy
44,620
+285
+0.6% +$39.3K 2.21% 12
2022
Q3 		$5.27M Sell
44,335
-135
-0.3% -$17.7K 2% 12
2022
Q2 		$6.28M Buy
44,470
+242
+0.5% +$32.7K 2.22% 7
2022
Q1 		$5.75M Buy
44,228
+810
+2% +$106K 1.8% 22
2021
Q4 		$5.8M Buy
43,418
+4,268
+11% +$535K 1.94% 17
2021
Q3 		$5.2M Sell
39,150
-2,813
-7% -$376K 1.42% 29
2021
Q2 		$5.88M Sell
41,963
-529
-1% -$72.3K 1.37% 29
2021
Q1 		$5.41M Sell
42,492
-472
-1% -$56.5K 1.37% 31
2020
Q4 		$5.17M Sell
42,964
-2,652
-6% -$306K 1.54% 28
2020
Q3 		$5.31M Buy
45,616
+774
+2% +$91.1K 1.79% 21
2020
Q2 		$5.18M Buy
44,842
+256
+0.6% +$29.7K 1.83% 24
2020
Q1 		$4.73M Sell
44,586
-334
-0.7% -$42.2K 2.01% 17
2019
Q4 		$5.76M Sell
44,920
-518
-1% -$67.3K 1.56% 33
2019
Q3 		$6.32M Sell
45,438
-3,452
-7% -$466K 1.8% 22
2019
Q2 		$6.45M Buy
48,890
+1,360
+3% +$179K 1.83% 24
2019
Q1 		$6.41M Buy
47,530
+3,284
+7% +$419K 1.87% 26
2018
Q4 		$4.81M Sell
44,246
-3,828
-8% -$459K 1.51% 31
2018
Q3 		$6.95M Sell
48,074
-3,326
-6% -$465K 1.8% 22
2018
Q2 		$6.87M Sell
51,400
-4,143
-7% -$578K 1.72% 24
2018
Q1 		$8.15M Buy
55,543
+2,103
+4% +$318K 1.86% 21
2017
Q4 		$7.84M Sell
53,440
-575
-1% -$83.6K 1.78% 22
2017
Q3 		$7.49M Sell
54,015
-42
-0.1% -$5.85K 1.78% 21
2017
Q2 		$7.95M Buy
54,057
+24,591
+83% +$3.71M 2% 16
2017
Q1 		$4.91M Buy
29,466
+157
+0.5% +$26.3K 1.19% 38
2016
Q4 		$4.65M Sell
29,309
-460
-2% -$70.1K 1.15% 40
2016
Q3 		$4.52M Sell
29,769
-1,004
-3% -$152K 1.12% 40
2016
Q2 		$4.46M Buy
30,773
+622
+2% +$89K 1.1% 38
2016
Q1 		$4.37M Buy
+30,151
New +$3.85M 1.11% 39
2015
Q4 		– Sell
-1,464
Closed -$203K – 111
2015
Q3 		$203K Hold
1,464
– – 0.04% 105
2015
Q2 		$228K Hold
1,464
– – 0.04% 107
2015
Q1 		$225K Hold
1,464
– – 0.03% 109
2014
Q4 		$225K Hold
1,464
– – 0.04% 107
2014
Q3 		$266K Hold
1,464
– – 0.04% 100
2014
Q2 		$254K Hold
1,464
– – 0.04% 103
2014
Q1 		$269K Hold
1,464
– – 0.04% 101
2013
Q4 		$263K Hold
1,464
– – 0.04% 98
2013
Q3 		$259K Hold
1,464
– – 0.05% 95
2013
Q2 		$268K Buy
+1,464
New +$285K 0.05% 98

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hourglass Capital's IBM Position: Q1 2026 in Review

Hourglass Capital increased its IBM (IBM) stake by 1.2% in Q1 2026, buying an estimated $81.2K and bringing the position to 25,264 shares worth $6.12M. The position accounts for 1.27% of the portfolio, ranked #41.

Hourglass Capital first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.15M in Q1 2018. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Hourglass Capital held 25,264 shares of IBM worth $6.12M as of Q1 2026.
  • Hourglass Capital bought 300 IBM shares in Q1 2026, an estimated $81.2K.
  • IBM made up 1.27% of Hourglass Capital's portfolio in Q1 2026, its #41 holding.
  • Hourglass Capital first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
  • Hourglass Capital's IBM position peaked at $8.15M in Q1 2018.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Hourglass Capital's 13F filing for Q1 2026, filed 4 May 2026.