IQ EQ Fund 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
Q1 | $8.06M | Sell |
33,246
-6,500
| -16% | -$1.76M | 0.61% | 55 |
|
|
2025
Q4 | $11.8M | Hold |
39,746
| – | – | 0.81% | 34 |
|
|
2025
Q3 | $11.2M | Hold |
39,746
| – | – | 0.76% | 32 |
|
|
2025
Q2 | $11.7M | Hold |
39,746
| – | – | 1.04% | 20 |
|
|
2025
Q1 | $9.88M | Hold |
39,746
| – | – | 1.16% | 16 |
|
|
2024
Q4 | $8.74M | Sell |
39,746
-2,000
| -5% | -$445K | 1.03% | 18 |
|
|
2024
Q3 | $9.23M | Hold |
41,746
| – | – | 0.96% | 18 |
|
|
2024
Q2 | $7.22M | Buy |
41,746
+3,700
| +10% | +$643K | 0.83% | 24 |
|
|
2024
Q1 | $7.27M | Sell |
38,046
-3,300
| -8% | -$602K | 0.82% | 28 |
|
|
2023
Q4 | $6.76M | Buy |
+41,346
| New | +$6.25M | 0.8% | 29 |
|
|
2022
Q2 | – | Sell |
-21,765
| Closed | -$2.83M | – | 204 |
|
|
2022
Q1 | $2.83M | Buy |
21,765
+4,365
| +25% | +$569K | 0.46% | 78 |
|
|
2021
Q4 | $2.33M | Buy |
17,400
+4,260
| +32% | +$534K | 0.36% | 94 |
|
|
2021
Q3 | $1.75M | Buy |
13,140
+851
| +7% | +$114K | 0.27% | 114 |
|
|
2021
Q2 | $1.72M | Buy |
12,289
+1,754
| +17% | +$240K | 0.26% | 121 |
|
|
2021
Q1 | $1.34M | Sell |
10,535
-9,888
| -48% | -$1.18M | 0.24% | 141 |
|
|
2020
Q4 | $2.46M | Buy |
20,423
+4,057
| +25% | +$469K | 0.57% | 46 |
|
|
2020
Q3 | $1.9M | Buy |
16,366
+1,013
| +7% | +$119K | 0.57% | 51 |
|
|
2020
Q2 | $1.77M | Buy |
15,353
+1,261
| +9% | +$146K | 0.6% | 49 |
|
|
2020
Q1 | $1.49M | Buy |
14,092
+42
| +0.3% | +$5.31K | 0.61% | 51 |
|
|
2019
Q4 | $1.8M | Sell |
14,050
-2,411
| -15% | -$313K | 0.57% | 52 |
|
|
2019
Q3 | $2.29M | Sell |
16,461
-307
| -2% | -$41.4K | 0.74% | 40 |
|
|
2019
Q2 | $2.21M | Buy |
+16,768
| New | +$2.2M | 0.71% | 41 |
|
|
2018
Q4 | $2.04M | Sell |
18,799
-7,788
| -29% | -$935K | 0.75% | 47 |
|
|
2018
Q3 | $4M | Sell |
26,587
-8,411
| -24% | -$1.18M | 1.1% | 29 |
|
|
2018
Q2 | $4.67M | Buy |
+34,998
| New | +$4.88M | 1.25% | 27 |
|
|
2017
Q1 | $10.6M | Sell |
56,578
-679
| -1% | -$114K | 2% | 20 |
|
|
2016
Q4 | $10.4M | Buy |
57,257
+13,933
| +32% | +$2.12M | 1.89% | 21 |
|
|
2016
Q3 | $7.07M | Sell |
43,324
-735
| -2% | -$112K | 1.31% | 26 |
|
|
2016
Q2 | $6.95M | Sell |
44,059
-3,127
| -7% | -$448K | 1.31% | 26 |
|
|
2016
Q1 | $7.26M | Buy |
47,186
+6,475
| +16% | +$827K | 1.33% | 28 |
|
|
2015
Q4 | $5.96M | Sell |
40,711
-18,953
| -32% | -$2.55M | 1.02% | 34 |
|
|
2015
Q3 | $8.96M | Sell |
59,664
-4,066
| -6% | -$600K | 1.45% | 26 |
|
|
2015
Q2 | $10.7M | Sell |
63,730
-2,258
| -3% | -$363K | 1.54% | 28 |
|
|
2015
Q1 | $11.4M | Sell |
65,988
-10,730
| -14% | -$1.63M | 1.53% | 27 |
|
|
2014
Q4 | $11.8M | Buy |
+76,718
| New | +$12.2M | 1.71% | 24 |
|
Other funds holding IBM
VCM
VPM
IQ EQ Fund Management's IBM Position: Q1 2026 in Review
IQ EQ Fund Management reduced its IBM (IBM) stake by 16% in Q1 2026, selling an estimated $1.76M and leaving 33,246 shares worth $8.06M. The position accounts for 0.61% of the portfolio, ranked #55.
IQ EQ Fund Management first reported a position in IBM in Q4 2014 and has held it in 35 quarters since. The position peaked at $11.8M in Q4 2014. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- IQ EQ Fund Management held 33,246 shares of IBM worth $8.06M as of Q1 2026.
- IQ EQ Fund Management sold 6,500 IBM shares in Q1 2026, an estimated $1.76M.
- IBM made up 0.61% of IQ EQ Fund Management's portfolio in Q1 2026, its #55 holding.
- IQ EQ Fund Management first reported a position in IBM in Q4 2014 and has held it in 35 quarters since.
- IQ EQ Fund Management's IBM position peaked at $11.8M in Q4 2014.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.