Ironwood 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
Q1 | $1.44M | Buy |
5,944
+120
| +2% | +$32.5K | 0.6% | 51 |
|
|
2025
Q4 | $1.73M | Sell |
5,824
-125
| -2% | -$37.4K | 0.73% | 40 |
|
|
2025
Q3 | $1.68M | Sell |
5,949
-480
| -7% | -$126K | 0.73% | 39 |
|
|
2025
Q2 | $1.9M | Sell |
6,429
-96
| -1% | -$24.7K | 0.92% | 29 |
|
|
2025
Q1 | $1.62M | Hold |
6,525
| – | – | 0.88% | 35 |
|
|
2024
Q4 | $1.43M | Hold |
6,525
| – | – | 0.71% | 42 |
|
|
2024
Q3 | $1.44M | Sell |
6,525
-35
| -0.5% | -$6.86K | 0.7% | 46 |
|
|
2024
Q2 | $1.13M | Hold |
6,560
| – | – | 0.61% | 51 |
|
|
2024
Q1 | $1.25M | Hold |
6,560
| – | – | 0.61% | 48 |
|
|
2023
Q4 | $1.07M | Sell |
6,560
-364
| -5% | -$55K | 0.56% | 52 |
|
|
2023
Q3 | $971K | Hold |
6,924
| – | – | 0.59% | 53 |
|
|
2023
Q2 | $927K | Hold |
6,924
| – | – | 0.53% | 59 |
|
|
2023
Q1 | $908K | Buy |
6,924
+480
| +7% | +$64.2K | 0.57% | 59 |
|
|
2022
Q4 | $908K | Sell |
6,444
-915
| -12% | -$126K | 0.6% | 58 |
|
|
2022
Q3 | $874K | Sell |
7,359
-480
| -6% | -$63K | 0.61% | 58 |
|
|
2022
Q2 | $1.11M | Sell |
7,839
-1,200
| -13% | -$162K | 0.74% | 48 |
|
|
2022
Q1 | $1.18M | Hold |
9,039
| – | – | 0.64% | 48 |
|
|
2021
Q4 | $1.21M | Sell |
9,039
-416
| -4% | -$52.2K | 0.6% | 54 |
|
|
2021
Q3 | $1.26M | Sell |
9,455
-104
| -1% | -$13.9K | 0.65% | 49 |
|
|
2021
Q2 | $1.34M | Hold |
9,559
| – | – | 0.68% | 46 |
|
|
2021
Q1 | $1.22M | Sell |
9,559
-95
| -1% | -$11.4K | 0.64% | 50 |
|
|
2020
Q4 | $1.16M | Sell |
9,654
-185
| -2% | -$21.4K | 0.68% | 50 |
|
|
2020
Q3 | $1.14M | Buy |
9,839
+53
| +0.5% | +$6.24K | 0.82% | 33 |
|
|
2020
Q2 | $1.13M | Sell |
9,786
-157
| -2% | -$18.2K | 0.88% | 33 |
|
|
2020
Q1 | $1.05M | Buy |
9,943
+2,923
| +42% | +$370K | 1.06% | 24 |
|
|
2019
Q4 | $900K | Sell |
7,020
-275
| -4% | -$35.7K | 0.62% | 48 |
|
|
2019
Q3 | $1.01M | Buy |
7,295
+66
| +0.9% | +$8.9K | 0.76% | 39 |
|
|
2019
Q2 | $953K | Hold |
7,229
| – | – | 0.74% | 42 |
|
|
2019
Q1 | $975K | Hold |
7,229
| – | – | 0.79% | 39 |
|
|
2018
Q4 | $786K | Buy |
7,229
+39
| +0.5% | +$4.68K | 0.73% | 42 |
|
|
2018
Q3 | $1.04M | Sell |
7,190
-11
| -0.2% | -$1.54K | 0.73% | 43 |
|
|
2018
Q2 | $962K | Hold |
7,201
| – | – | 0.68% | 48 |
|
|
2018
Q1 | $1.06M | Sell |
7,201
-10
| -0.1% | -$1.51K | 0.77% | 41 |
|
|
2017
Q4 | $1.06M | Hold |
7,211
| – | – | 0.76% | 41 |
|
|
2017
Q3 | $1M | Sell |
7,211
-2,148
| -23% | -$299K | 0.7% | 48 |
|
|
2017
Q2 | $1.38M | Buy |
9,359
+28
| +0.3% | +$4.22K | 1% | 28 |
|
|
2017
Q1 | $1.55M | Buy |
9,331
+34
| +0.4% | +$5.7K | 1.16% | 20 |
|
|
2016
Q4 | $1.48M | Sell |
9,297
-355
| -4% | -$54.1K | 1.08% | 23 |
|
|
2016
Q3 | $1.47M | Buy |
9,652
+786
| +9% | +$119K | 1.13% | 21 |
|
|
2016
Q2 | $1.29M | Buy |
8,866
+4
| +0% | +$573 | 0.96% | 30 |
|
|
2016
Q1 | $1.28M | Buy |
8,862
+113
| +1% | +$14.4K | 0.84% | 43 |
|
|
2015
Q4 | $1.15M | Buy |
8,749
+145
| +2% | +$19.5K | 0.47% | 81 |
|
|
2015
Q3 | $1.19M | Buy |
8,604
+234
| +3% | +$34.6K | 0.44% | 74 |
|
|
2015
Q2 | $1.3M | Buy |
8,370
+507
| +6% | +$81.5K | 0.3% | 86 |
|
|
2015
Q1 | $1.21M | Sell |
7,863
-294
| -4% | -$44.6K | 0.22% | 96 |
|
|
2014
Q4 | $1.25M | Buy |
8,157
+58
| +0.7% | +$9.23K | 0.23% | 94 |
|
|
2014
Q3 | $1.47M | Buy |
8,099
+41
| +0.5% | +$7.47K | 0.27% | 90 |
|
|
2014
Q2 | $1.4M | Buy |
8,058
+31
| +0.4% | +$5.58K | 0.22% | 95 |
|
|
2014
Q1 | $1.48M | Sell |
8,027
-75
| -0.9% | -$13.2K | 0.21% | 89 |
|
|
2013
Q4 | $1.45M | Buy |
8,102
+130
| +2% | +$22.4K | 0.2% | 89 |
|
|
2013
Q3 | $1.41M | Buy |
7,972
+63
| +0.8% | +$11.5K | 0.22% | 91 |
|
|
2013
Q2 | $1.45M | Buy |
+7,909
| New | +$1.54M | 0.26% | 87 |
|
Other funds holding IBM
VCM
VPM
Ironwood Investment Management's IBM Position: Q1 2026 in Review
Ironwood Investment Management increased its IBM (IBM) stake by 2.1% in Q1 2026, buying an estimated $32.5K and bringing the position to 5,944 shares worth $1.44M. The position accounts for 0.6% of the portfolio, ranked #51.
Ironwood Investment Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.9M in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Ironwood Investment Management held 5,944 shares of IBM worth $1.44M as of Q1 2026.
- Ironwood Investment Management bought 120 IBM shares in Q1 2026, an estimated $32.5K.
- IBM made up 0.6% of Ironwood Investment Management's portfolio in Q1 2026, its #51 holding.
- Ironwood Investment Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Ironwood Investment Management's IBM position peaked at $1.9M in Q2 2025.
- 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.