Howe & Rusling’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $928K | Buy |
3,826
+727
| +23% | +$197K | 0.06% | 136 |
|
|
2025
Q4 | $918K | Buy |
3,099
+101
| +3% | +$30.2K | 0.06% | 135 |
|
|
2025
Q3 | $846K | Sell |
2,998
-206
| -6% | -$53.9K | 0.06% | 140 |
|
|
2025
Q2 | $945K | Sell |
3,204
-186
| -5% | -$47.9K | 0.07% | 129 |
|
|
2025
Q1 | $843K | Buy |
3,390
+243
| +8% | +$59.4K | 0.07% | 126 |
|
|
2024
Q4 | $692K | Sell |
3,147
-86
| -3% | -$19.2K | 0.06% | 129 |
|
|
2024
Q3 | $715K | Buy |
3,233
+88
| +3% | +$17.3K | 0.06% | 134 |
|
|
2024
Q2 | $544K | Sell |
3,145
-50
| -2% | -$8.69K | 0.05% | 142 |
|
|
2024
Q1 | $610K | Sell |
3,195
-172
| -5% | -$31.4K | 0.06% | 131 |
|
|
2023
Q4 | $551K | Buy |
3,367
+552
| +20% | +$83.4K | 0.06% | 130 |
|
|
2023
Q3 | $395K | Hold |
2,815
| – | – | 0.05% | 141 |
|
|
2023
Q2 | $377K | Sell |
2,815
-125
| -4% | -$16.1K | 0.04% | 155 |
|
|
2023
Q1 | $385K | Sell |
2,940
-24
| -0.8% | -$3.21K | 0.05% | 153 |
|
|
2022
Q4 | $418K | Sell |
2,964
-2,720
| -48% | -$375K | 0.05% | 136 |
|
|
2022
Q3 | $675K | Buy |
5,684
+510
| +10% | +$66.9K | 0.09% | 118 |
|
|
2022
Q2 | $731K | Buy |
5,174
+184
| +4% | +$24.8K | 0.09% | 115 |
|
|
2022
Q1 | $649K | Buy |
4,990
+452
| +10% | +$58.9K | 0.08% | 120 |
|
|
2021
Q4 | $607K | Sell |
4,538
-471
| -9% | -$59.1K | 0.07% | 123 |
|
|
2021
Q3 | $665K | Buy |
5,009
+262
| +6% | +$35K | 0.08% | 112 |
|
|
2021
Q2 | $665K | Hold |
4,747
| – | – | 0.08% | 105 |
|
|
2021
Q1 | $605K | Hold |
4,747
| – | – | 0.08% | 104 |
|
|
2020
Q4 | $571K | Sell |
4,747
-74
| -2% | -$8.55K | 0.09% | 96 |
|
|
2020
Q3 | $561K | Sell |
4,821
-48
| -1% | -$5.65K | 0.1% | 95 |
|
|
2020
Q2 | $562K | Buy |
4,869
+17
| +0.4% | +$1.97K | 0.1% | 88 |
|
|
2020
Q1 | $515K | Sell |
4,852
-319
| -6% | -$40.3K | 0.11% | 95 |
|
|
2019
Q4 | $663K | Sell |
5,171
-7,943
| -61% | -$1.03M | 0.11% | 119 |
|
|
2019
Q3 | $1.82M | Sell |
13,114
-216
| -2% | -$29.1K | 0.32% | 73 |
|
|
2019
Q2 | $1.76M | Buy |
13,330
+38
| +0.3% | +$4.99K | 0.3% | 74 |
|
|
2019
Q1 | $1.79M | Buy |
13,292
+8,106
| +156% | +$1.03M | 0.31% | 73 |
|
|
2018
Q4 | $564K | Sell |
5,186
-70,914
| -93% | -$8.51M | 0.12% | 107 |
|
|
2018
Q3 | $11M | Sell |
76,100
-210
| -0.3% | -$29.3K | 1.84% | 17 |
|
|
2018
Q2 | $10.2M | Buy |
76,310
+18,536
| +32% | +$2.59M | 1.84% | 18 |
|
|
2018
Q1 | $8.47M | Buy |
57,774
+24,702
| +75% | +$3.74M | 1.53% | 21 |
|
|
2017
Q4 | $4.85M | Sell |
33,072
-16,489
| -33% | -$2.4M | 0.88% | 44 |
|
|
2017
Q3 | $6.87M | Buy |
49,561
+513
| +1% | +$71.5K | 1.27% | 24 |
|
|
2017
Q2 | $7.21M | Buy |
49,048
+127
| +0.3% | +$19.1K | 1.47% | 21 |
|
|
2017
Q1 | $8.14M | Buy |
48,921
+39,616
| +426% | +$6.64M | 1.63% | 15 |
|
|
2016
Q4 | $1.48M | Hold |
9,305
| – | – | 0.32% | 73 |
|
|
2016
Q3 | $1.41M | Sell |
9,305
-1,376
| -13% | -$209K | 0.3% | 72 |
|
|
2016
Q2 | $1.55M | Sell |
10,681
-282
| -3% | -$40.4K | 0.34% | 73 |
|
|
2016
Q1 | $1.59M | Sell |
10,963
-296
| -3% | -$37.8K | 0.36% | 72 |
|
|
2015
Q4 | $1.48M | Buy |
11,259
+762
| +7% | +$102K | 0.34% | 73 |
|
|
2015
Q3 | $1.46M | Buy |
10,497
+93
| +0.9% | +$13.7K | 0.36% | 70 |
|
|
2015
Q2 | $1.62M | Sell |
10,404
-700
| -6% | -$113K | 0.35% | 74 |
|
|
2015
Q1 | $1.7M | Sell |
11,104
-801
| -7% | -$121K | 0.38% | 71 |
|
|
2014
Q4 | $1.83M | Sell |
11,905
-73
| -0.6% | -$11.6K | 0.44% | 64 |
|
|
2014
Q3 | $2.17M | Buy |
11,978
+1,550
| +15% | +$282K | 0.51% | 61 |
|
|
2014
Q2 | $1.81M | Sell |
10,428
-15,390
| -60% | -$2.77M | 0.41% | 68 |
|
|
2014
Q1 | $4.75M | Buy |
25,818
+14,196
| +122% | +$2.5M | 1.17% | 34 |
|
|
2013
Q4 | $2.08M | Buy |
11,622
+997
| +9% | +$172K | 0.52% | 56 |
|
|
2013
Q3 | $1.9M | Sell |
10,625
-49,458
| -82% | -$8.99M | 0.69% | 51 |
|
|
2013
Q2 | $11M | Buy |
+60,083
| New | +$11.7M | 3.05% | 1 |
|
Other funds holding IBM
VCM
VPM
Howe & Rusling's IBM Position: Q1 2026 in Review
Howe & Rusling increased its IBM (IBM) stake by 23% in Q1 2026, buying an estimated $197K and bringing the position to 3,826 shares worth $928K. The position accounts for 0.06% of the portfolio, ranked #136.
Howe & Rusling first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $11M in Q3 2018. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Howe & Rusling held 3,826 shares of IBM worth $928K as of Q1 2026.
- Howe & Rusling bought 727 IBM shares in Q1 2026, an estimated $197K.
- IBM made up 0.06% of Howe & Rusling's portfolio in Q1 2026, its #136 holding.
- Howe & Rusling first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Howe & Rusling's IBM position peaked at $11M in Q3 2018.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.