Kurt F. Somerville’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 | $722K | Sell |
2,980
-66
| -2% | -$17.9K | 0.19% | 58 |
|
|
2025
Q4 | $902K | Sell |
3,046
-146
| -5% | -$43.7K | 0.15% | 57 |
|
|
2025
Q3 | $901K | Hold |
3,192
| – | – | 0.15% | 57 |
|
|
2025
Q2 | $941K | Sell |
3,192
-200
| -6% | -$51.5K | 0.16% | 56 |
|
|
2025
Q1 | $843K | Sell |
3,392
-20
| -0.6% | -$4.89K | 0.15% | 57 |
|
|
2024
Q4 | $750K | Hold |
3,412
| – | – | 0.13% | 60 |
|
|
2024
Q3 | $754K | Hold |
3,412
| – | – | 0.12% | 60 |
|
|
2024
Q2 | $590K | Sell |
3,412
-100
| -3% | -$17.4K | 0.1% | 67 |
|
|
2024
Q1 | $671K | Hold |
3,512
| – | – | 0.11% | 62 |
|
|
2023
Q4 | $574K | Hold |
3,512
| – | – | 0.11% | 63 |
|
|
2023
Q3 | $493K | Sell |
3,512
-500
| -12% | -$71.1K | 0.1% | 73 |
|
|
2023
Q2 | $537K | Sell |
4,012
-75
| -2% | -$9.68K | 0.1% | 71 |
|
|
2023
Q1 | $536K | Sell |
4,087
-100
| -2% | -$13.4K | 0.1% | 75 |
|
|
2022
Q4 | $590K | Sell |
4,187
-110
| -3% | -$15.2K | 0.11% | 72 |
|
|
2022
Q3 | $510K | Buy |
4,297
+900
| +26% | +$118K | 0.1% | 75 |
|
|
2022
Q2 | $480K | Buy |
3,397
+9
| +0.3% | +$1.22K | 0.09% | 83 |
|
|
2022
Q1 | $440K | Sell |
3,388
-227
| -6% | -$29.6K | 0.07% | 85 |
|
|
2021
Q4 | $483K | Sell |
3,615
-271
| -7% | -$34K | 0.07% | 83 |
|
|
2021
Q3 | $516K | Hold |
3,886
| – | – | 0.08% | 77 |
|
|
2021
Q2 | $545K | Sell |
3,886
-26
| -0.7% | -$3.56K | 0.08% | 74 |
|
|
2021
Q1 | $498K | Sell |
3,912
-359
| -8% | -$43K | 0.08% | 74 |
|
|
2020
Q4 | $514K | Hold |
4,271
| – | – | 0.08% | 71 |
|
|
2020
Q3 | $496K | Sell |
4,271
-484
| -10% | -$57K | 0.09% | 70 |
|
|
2020
Q2 | $549K | Buy |
4,755
+131
| +3% | +$15.2K | 0.1% | 72 |
|
|
2020
Q1 | $490K | Sell |
4,624
-199
| -4% | -$25.2K | 0.11% | 64 |
|
|
2019
Q4 | $618K | Sell |
4,823
-105
| -2% | -$13.6K | 0.12% | 63 |
|
|
2019
Q3 | $685K | Sell |
4,928
-157
| -3% | -$21.2K | 0.14% | 61 |
|
|
2019
Q2 | $670K | Sell |
5,085
-26
| -0.5% | -$3.42K | 0.13% | 60 |
|
|
2019
Q1 | $689K | Sell |
5,111
-1,621
| -24% | -$207K | 0.14% | 60 |
|
|
2018
Q4 | $732K | Hold |
6,732
| – | – | 0.17% | 58 |
|
|
2018
Q3 | $973K | Sell |
6,732
-130
| -2% | -$18.2K | 0.19% | 55 |
|
|
2018
Q2 | $916K | Sell |
6,862
-183
| -3% | -$25.5K | 0.2% | 55 |
|
|
2018
Q1 | $1.03M | Hold |
7,045
| – | – | 0.23% | 54 |
|
|
2017
Q4 | $1.03M | Buy |
7,045
+2,694
| +62% | +$392K | 0.21% | 52 |
|
|
2017
Q3 | $604K | Sell |
4,351
-105
| -2% | -$14.6K | 0.12% | 68 |
|
|
2017
Q2 | $655K | Sell |
4,456
-52
| -1% | -$7.84K | 0.13% | 62 |
|
|
2017
Q1 | $750K | Sell |
4,508
-105
| -2% | -$17.6K | 0.16% | 63 |
|
|
2016
Q4 | $732K | Sell |
4,613
-523
| -10% | -$79.7K | 0.16% | 64 |
|
|
2016
Q3 | $780K | Sell |
5,136
-540
| -10% | -$81.9K | 0.17% | 65 |
|
|
2016
Q2 | $823K | Sell |
5,676
-1,767
| -24% | -$253K | 0.19% | 64 |
|
|
2016
Q1 | $1.08M | Sell |
7,443
-2,352
| -24% | -$300K | 0.25% | 58 |
|
|
2015
Q4 | $1.29M | Sell |
9,795
-68
| -0.7% | -$9.14K | 0.29% | 58 |
|
|
2015
Q3 | $1.37M | Sell |
9,863
-857
| -8% | -$127K | 0.35% | 51 |
|
|
2015
Q2 | $1.67M | Sell |
10,720
-3,921
| -27% | -$630K | 0.39% | 48 |
|
|
2015
Q1 | $2.25M | Sell |
14,641
-1,004
| -6% | -$152K | 0.51% | 45 |
|
|
2014
Q4 | $2.4M | Buy |
15,645
+771
| +5% | +$123K | 0.6% | 42 |
|
|
2014
Q3 | $2.7M | Sell |
14,874
-819
| -5% | -$149K | 1.09% | 34 |
|
|
2014
Q2 | $2.72M | Sell |
15,693
-272
| -2% | -$49K | 1.06% | 36 |
|
|
2014
Q1 | $2.94M | Sell |
15,965
-1,130
| -7% | -$199K | 1.17% | 33 |
|
|
2013
Q4 | $3.07M | Sell |
17,095
-209
| -1% | -$36K | 1.17% | 31 |
|
|
2013
Q3 | $3.06M | Sell |
17,304
-115
| -0.7% | -$20.9K | 1.22% | 30 |
|
|
2013
Q2 | $3.18M | Buy |
+17,419
| New | +$3.39M | 1.34% | 26 |
|
Other funds holding IBM
VCM
VPM
Kurt F. Somerville's IBM Position: Q1 2026 in Review
Kurt F. Somerville reduced its IBM (IBM) stake by 2.2% in Q1 2026, selling an estimated $17.9K and leaving 2,980 shares worth $722K. The position accounts for 0.19% of the portfolio, ranked #58.
Kurt F. Somerville first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.18M in Q2 2013. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Kurt F. Somerville held 2,980 shares of IBM worth $722K as of Q1 2026.
- Kurt F. Somerville sold 66 IBM shares in Q1 2026, an estimated $17.9K.
- IBM made up 0.19% of Kurt F. Somerville's portfolio in Q1 2026, its #58 holding.
- Kurt F. Somerville first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Kurt F. Somerville's IBM position peaked at $3.18M in Q2 2013.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.