Joel Isaacson & Co’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 | $5.58M | Buy |
23,008
+3,357
| +17% | +$908K | 0.18% | 58 |
|
|
2025
Q4 | $5.82M | Buy |
19,651
+465
| +2% | +$139K | 0.19% | 58 |
|
|
2025
Q3 | $5.41M | Buy |
19,186
+297
| +2% | +$77.7K | 0.2% | 58 |
|
|
2025
Q2 | $5.57M | Buy |
18,889
+1,130
| +6% | +$291K | 0.23% | 50 |
|
|
2025
Q1 | $4.42M | Buy |
17,759
+775
| +5% | +$190K | 0.2% | 54 |
|
|
2024
Q4 | $3.73M | Buy |
16,984
+390
| +2% | +$86.9K | 0.17% | 56 |
|
|
2024
Q3 | $3.67M | Buy |
16,594
+9
| +0.1% | +$1.76K | 0.17% | 57 |
|
|
2024
Q2 | $2.87M | Buy |
16,585
+754
| +5% | +$131K | 0.15% | 66 |
|
|
2024
Q1 | $3.02M | Buy |
15,831
+2,232
| +16% | +$407K | 0.17% | 60 |
|
|
2023
Q4 | $2.22M | Buy |
13,599
+222
| +2% | +$33.5K | 0.14% | 72 |
|
|
2023
Q3 | $1.88M | Sell |
13,377
-42
| -0.3% | -$5.98K | 0.13% | 74 |
|
|
2023
Q2 | $1.8M | Buy |
13,419
+137
| +1% | +$17.7K | 0.12% | 80 |
|
|
2023
Q1 | $1.74M | Buy |
13,282
+111
| +0.8% | +$14.8K | 0.13% | 77 |
|
|
2022
Q4 | $1.86M | Buy |
13,171
+1,003
| +8% | +$138K | 0.14% | 72 |
|
|
2022
Q3 | $1.45M | Buy |
12,168
+2,179
| +22% | +$286K | 0.12% | 80 |
|
|
2022
Q2 | $1.41M | Buy |
9,989
+930
| +10% | +$126K | 0.12% | 79 |
|
|
2022
Q1 | $1.14M | Buy |
9,059
+81
| +0.9% | +$10.6K | 0.08% | 102 |
|
|
2021
Q4 | $1.2M | Sell |
8,978
-539
| -6% | -$67.6K | 0.08% | 108 |
|
|
2021
Q3 | $1.26M | Buy |
9,517
+2,665
| +39% | +$356K | 0.1% | 98 |
|
|
2021
Q2 | $960K | Sell |
6,852
-697
| -9% | -$95.3K | 0.07% | 109 |
|
|
2021
Q1 | $962K | Sell |
7,549
-2,046
| -21% | -$245K | 0.08% | 97 |
|
|
2020
Q4 | $1.16M | Sell |
9,595
-319
| -3% | -$36.9K | 0.11% | 81 |
|
|
2020
Q3 | $1.15M | Sell |
9,914
-447
| -4% | -$52.6K | 0.15% | 75 |
|
|
2020
Q2 | $1.2M | Sell |
10,361
-495
| -5% | -$57.5K | 0.17% | 66 |
|
|
2020
Q1 | $1.15M | Sell |
10,856
-399
| -4% | -$50.5K | 0.2% | 57 |
|
|
2019
Q4 | $1.44M | Buy |
11,255
+16
| +0.1% | +$2.08K | 0.19% | 54 |
|
|
2019
Q3 | $1.56M | Sell |
11,239
-860
| -7% | -$116K | 0.22% | 44 |
|
|
2019
Q2 | $1.59M | Buy |
12,099
+564
| +5% | +$74.1K | 0.23% | 48 |
|
|
2019
Q1 | $1.56M | Sell |
11,535
-41
| -0.4% | -$5.23K | 0.23% | 53 |
|
|
2018
Q4 | $1.34M | Buy |
11,576
+853
| +8% | +$102K | 0.21% | 55 |
|
|
2018
Q3 | $1.55M | Buy |
10,723
+10
| +0.1% | +$1.4K | 0.24% | 42 |
|
|
2018
Q2 | $1.43M | Sell |
10,713
-434
| -4% | -$60.5K | 0.24% | 42 |
|
|
2018
Q1 | $1.64M | Buy |
11,147
+216
| +2% | +$32.7K | 0.29% | 37 |
|
|
2017
Q4 | $1.6M | Buy |
10,931
+125
| +1% | +$18.2K | 0.28% | 40 |
|
|
2017
Q3 | $1.5M | Sell |
10,806
-1,473
| -12% | -$205K | 0.27% | 40 |
|
|
2017
Q2 | $1.81M | Sell |
12,279
-424
| -3% | -$63.9K | 0.34% | 34 |
|
|
2017
Q1 | $2.12M | Sell |
12,703
-67
| -0.5% | -$11.2K | 0.41% | 29 |
|
|
2016
Q4 | $2.03M | Buy |
12,770
+9
| +0.1% | +$1.37K | 0.41% | 30 |
|
|
2016
Q3 | $1.94M | Buy |
12,761
+134
| +1% | +$20.3K | 0.4% | 26 |
|
|
2016
Q2 | $1.83M | Sell |
12,627
-224
| -2% | -$32.1K | 0.39% | 26 |
|
|
2016
Q1 | $1.86M | Buy |
12,851
+430
| +3% | +$54.9K | 0.41% | 27 |
|
|
2015
Q4 | $1.63M | Sell |
12,421
-1,900
| -13% | -$255K | 0.4% | 34 |
|
|
2015
Q3 | $1.99M | Sell |
14,321
-982
| -6% | -$145K | 0.53% | 21 |
|
|
2015
Q2 | $2.38M | Sell |
15,303
-721
| -4% | -$116K | 0.61% | 18 |
|
|
2015
Q1 | $2.46M | Buy |
16,024
+850
| +6% | +$129K | 0.62% | 20 |
|
|
2014
Q4 | $2.33M | Sell |
15,174
-194
| -1% | -$30.9K | 0.63% | 19 |
|
|
2014
Q3 | $2.79M | Buy |
15,368
+1,043
| +7% | +$190K | 0.85% | 15 |
|
|
2014
Q2 | $2.48M | Sell |
14,325
-1,431
| -9% | -$258K | 0.78% | 19 |
|
|
2014
Q1 | $2.9M | Buy |
15,756
+874
| +6% | +$154K | 0.97% | 15 |
|
|
2013
Q4 | $2.67M | Sell |
14,882
-191
| -1% | -$32.9K | 0.97% | 17 |
|
|
2013
Q3 | $2.67M | Buy |
15,073
+2,119
| +16% | +$385K | 1.09% | 13 |
|
|
2013
Q2 | $2.37M | Buy |
+12,954
| New | +$2.52M | 1.11% | 12 |
|
Other funds holding IBM
VCM
VPM
Joel Isaacson & Co's IBM Position: Q1 2026 in Review
Joel Isaacson & Co increased its IBM (IBM) stake by 17% in Q1 2026, buying an estimated $908K and bringing the position to 23,008 shares worth $5.58M. The position accounts for 0.18% of the portfolio, ranked #58.
Joel Isaacson & Co first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.82M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Joel Isaacson & Co held 23,008 shares of IBM worth $5.58M as of Q1 2026.
- Joel Isaacson & Co bought 3,357 IBM shares in Q1 2026, an estimated $908K.
- IBM made up 0.18% of Joel Isaacson & Co's portfolio in Q1 2026, its #58 holding.
- Joel Isaacson & Co first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Joel Isaacson & Co's IBM position peaked at $5.82M in Q4 2025.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.