Ironwood Financial’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 | $3.13M | Buy |
10,776
+199
| +2% | +$50.1K | 0.49% | 49 |
|
|
2026
Q1 | $2.56M | Buy |
10,577
+10
| +0.1% | +$2.71K | 0.45% | 52 |
|
|
2025
Q4 | $3.3M | Hold |
10,567
| – | – | 0.56% | 44 |
|
|
2025
Q3 | $2.98M | Sell |
10,567
-10
| -0.1% | -$2.62K | 0.53% | 44 |
|
|
2025
Q2 | $2.63M | Hold |
10,577
| – | – | 0.56% | 46 |
|
|
2025
Q1 | $2.63M | Sell |
10,577
-5
| -0% | -$1.22K | 0.56% | 46 |
|
|
2024
Q4 | $2.33M | Hold |
10,582
| – | – | 0.49% | 46 |
|
|
2024
Q3 | $2.34M | Buy |
10,582
+425
| +4% | +$83.3K | 0.49% | 46 |
|
|
2024
Q2 | $1.76M | Sell |
10,157
-263
| -3% | -$45.7K | 0.39% | 49 |
|
|
2024
Q1 | $1.99M | Buy |
10,420
+40
| +0.4% | +$7.3K | 0.46% | 46 |
|
|
2023
Q4 | $1.7M | Sell |
10,380
-148
| -1% | -$22.4K | 0.41% | 49 |
|
|
2023
Q3 | $1.48M | Hold |
10,528
| – | – | 0.4% | 48 |
|
|
2023
Q2 | $1.41M | Sell |
10,528
-9
| -0.1% | -$1.16K | 0.37% | 51 |
|
|
2023
Q1 | $1.38M | Sell |
10,537
-14
| -0.1% | -$1.87K | 0.39% | 51 |
|
|
2022
Q4 | $1.49M | Buy |
10,551
+14
| +0.1% | +$1.93K | 0.46% | 45 |
|
|
2022
Q3 | $1.25M | Hold |
10,537
| – | – | 0.42% | 50 |
|
|
2022
Q2 | $1.49M | Hold |
10,537
| – | – | 0.48% | 46 |
|
|
2022
Q1 | $1.37M | Sell |
10,537
-19
| -0.2% | -$2.48K | 0.39% | 50 |
|
|
2021
Q4 | $1.41M | Sell |
10,556
-486
| -4% | -$61K | 0.39% | 49 |
|
|
2021
Q3 | $1.47M | Sell |
11,042
-322
| -3% | -$43K | 0.43% | 45 |
|
|
2021
Q2 | $1.59M | Buy |
11,364
+71
| +0.6% | +$9.71K | 0.48% | 37 |
|
|
2021
Q1 | $1.44M | Buy |
11,293
+223
| +2% | +$26.7K | 0.47% | 39 |
|
|
2020
Q4 | $1.33M | Buy |
11,070
+10,758
| +3,448% | +$1.24M | 0.5% | 33 |
|
|
2020
Q3 | $36K | Hold |
312
| – | – | 0.02% | 137 |
|
|
2020
Q2 | $36K | Buy |
312
+155
| +99% | +$18K | 0.02% | 125 |
|
|
2020
Q1 | $17K | Buy |
157
+105
| +202% | +$13.3K | 0.01% | 165 |
|
|
2019
Q4 | $7K | Hold |
52
| – | – | ﹤0.01% | 291 |
|
|
2019
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 295 |
|
|
2019
Q2 | $7K | Hold |
52
| – | – | ﹤0.01% | 295 |
|
|
2019
Q1 | $7K | Hold |
52
| – | – | ﹤0.01% | 287 |
|
|
2018
Q4 | $6K | Hold |
52
| – | – | ﹤0.01% | 286 |
|
|
2018
Q3 | $8K | Buy |
+52
| New | +$7.27K | ﹤0.01% | 270 |
|
Other funds holding IBM
Ironwood Financial's IBM Position: Q2 2026 in Review
Ironwood Financial increased its IBM (IBM) stake by 1.9% in Q2 2026, buying an estimated $50.1K and bringing the position to 10,776 shares worth $3.13M. The position accounts for 0.49% of the portfolio, ranked #49.
Ironwood Financial first reported a position in IBM in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.3M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Ironwood Financial held 10,776 shares of IBM worth $3.13M as of Q2 2026.
- Ironwood Financial bought 199 IBM shares in Q2 2026, an estimated $50.1K.
- IBM made up 0.49% of Ironwood Financial's portfolio in Q2 2026, its #49 holding.
- Ironwood Financial first reported a position in IBM in Q3 2018 and has held it in 32 quarters since.
- Ironwood Financial's IBM position peaked at $3.3M in Q4 2025.
- 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.