Kelleher Financial Advisors’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 | $820K | Hold |
2,865
| – | – | 0.21% | 77 |
|
|
2025
Q4 | $849K | Buy |
2,865
+65
| +2% | +$19.5K | 0.19% | 81 |
|
|
2025
Q3 | $790K | Hold |
2,800
| – | – | 0.2% | 79 |
|
|
2025
Q2 | $825K | Buy |
2,800
+300
| +12% | +$77.3K | 0.29% | 52 |
|
|
2025
Q1 | $622K | Buy |
2,500
+1,099
| +78% | +$269K | 0.25% | 57 |
|
|
2024
Q4 | $308K | Buy |
1,401
+128
| +10% | +$28.5K | 0.12% | 93 |
|
|
2024
Q3 | $281K | Buy |
+1,273
| New | +$250K | 0.11% | 96 |
|
|
2024
Q2 | – | Sell |
-2,144
| Closed | -$409K | – | 123 |
|
|
2024
Q1 | $409K | Buy |
+2,144
| New | +$391K | 0.17% | 82 |
|
|
2022
Q1 | – | Sell |
-2,667
| Closed | -$356K | – | 121 |
|
|
2021
Q4 | $356K | Sell |
2,667
-5,666
| -68% | -$711K | 0.19% | 81 |
|
|
2021
Q3 | $1.11M | Buy |
8,333
+1,882
| +29% | +$252K | 0.49% | 47 |
|
|
2021
Q2 | $904K | Buy |
+6,451
| New | +$882K | 0.51% | 38 |
|
|
2020
Q1 | – | Sell |
-2,442
| Closed | -$313K | – | 100 |
|
|
2019
Q4 | $313K | Buy |
2,442
+754
| +45% | +$98K | 0.32% | 68 |
|
|
2019
Q3 | $235K | Sell |
1,688
-814
| -33% | -$110K | 0.29% | 74 |
|
|
2019
Q2 | $329K | Buy |
+2,502
| New | +$329K | 0.41% | 62 |
|
|
2018
Q4 | – | Sell |
-1,797
| Closed | -$260K | – | 84 |
|
|
2018
Q3 | $260K | Sell |
1,797
-855
| -32% | -$119K | 0.34% | 74 |
|
|
2018
Q2 | $354K | Buy |
2,652
+1
| +0% | +$139 | 0.51% | 52 |
|
|
2018
Q1 | $388K | Buy |
2,651
+799
| +43% | +$121K | 0.53% | 50 |
|
|
2017
Q4 | $271K | Buy |
1,852
+31
| +2% | +$4.51K | 0.43% | 65 |
|
|
2017
Q3 | $253K | Sell |
1,821
-1,363
| -43% | -$190K | 0.53% | 60 |
|
|
2017
Q2 | $468K | Sell |
3,184
-167
| -5% | -$25.2K | 0.9% | 38 |
|
|
2017
Q1 | $558K | Sell |
3,351
-2,196
| -40% | -$368K | 1.19% | 24 |
|
|
2016
Q4 | $880K | Buy |
5,547
+106
| +2% | +$16.1K | 0.49% | 59 |
|
|
2016
Q3 | $826K | Hold |
5,441
| – | – | 0.47% | 53 |
|
|
2016
Q2 | $789K | Sell |
5,441
-177
| -3% | -$25.3K | 0.48% | 50 |
|
|
2016
Q1 | $813K | Buy |
5,618
+1,927
| +52% | +$246K | 0.45% | 59 |
|
|
2015
Q4 | $485K | Hold |
3,691
| – | – | 0.33% | 70 |
|
|
2015
Q3 | $511K | Sell |
3,691
-179
| -5% | -$26.4K | 0.34% | 65 |
|
|
2015
Q2 | $601K | Buy |
3,870
+180
| +5% | +$28.9K | 0.34% | 63 |
|
|
2015
Q1 | $566K | Sell |
3,690
-366
| -9% | -$55.5K | 0.31% | 63 |
|
|
2014
Q4 | $622K | Hold |
4,056
| – | – | 0.33% | 56 |
|
|
2014
Q3 | $638K | Hold |
4,056
| – | – | 0.35% | 58 |
|
|
2014
Q2 | $703K | Hold |
4,056
| – | – | 0.37% | 54 |
|
|
2014
Q1 | $746K | Sell |
4,056
-27
| -0.7% | -$4.75K | 0.41% | 51 |
|
|
2013
Q4 | $732K | Hold |
4,083
| – | – | 0.38% | 49 |
|
|
2013
Q3 | $723K | Hold |
4,083
| – | – | 0.41% | 50 |
|
|
2013
Q2 | $746K | Buy |
+4,083
| New | +$795K | 0.46% | 49 |
|
Other funds holding IBM
VCM
VPM
Kelleher Financial Advisors's IBM Position: Q1 2026 in Review
Kelleher Financial Advisors held its IBM (IBM) position steady in Q1 2026 at 2,865 shares worth $820K. The position accounts for 0.21% of the portfolio, ranked #77.
Kelleher Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.11M in Q3 2021. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Kelleher Financial Advisors held 2,865 shares of IBM worth $820K as of Q1 2026.
- Kelleher Financial Advisors left its IBM share count unchanged in Q1 2026.
- IBM made up 0.21% of Kelleher Financial Advisors's portfolio in Q1 2026, its #77 holding.
- Kelleher Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 36 quarters since.
- Kelleher Financial Advisors's IBM position peaked at $1.11M in Q3 2021.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.