Loudon 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 | $334K | Sell |
1,378
-1,350
| -49% | -$365K | 0.18% | 82 |
|
|
2025
Q4 | $808K | Hold |
2,728
| – | – | 0.42% | 56 |
|
|
2025
Q3 | $770K | Sell |
2,728
-1,208
| -31% | -$316K | 0.4% | 55 |
|
|
2025
Q2 | $1.16M | Sell |
3,936
-343
| -8% | -$88.4K | 0.64% | 44 |
|
|
2025
Q1 | $1.06M | Buy |
+4,279
| New | +$1.05M | 0.61% | 40 |
|
|
2021
Q1 | – | Sell |
-2,538
| Closed | -$305K | – | 80 |
|
|
2020
Q4 | $305K | Sell |
2,538
-347
| -12% | -$40.1K | 0.24% | 61 |
|
|
2020
Q3 | $336K | Sell |
2,885
-418
| -13% | -$49.2K | 0.28% | 58 |
|
|
2020
Q2 | $381K | Sell |
3,303
-1,829
| -36% | -$212K | 0.33% | 57 |
|
|
2020
Q1 | $544K | Sell |
5,132
-346
| -6% | -$43.8K | 0.57% | 53 |
|
|
2019
Q4 | $702K | Sell |
5,478
-288
| -5% | -$37.4K | 0.55% | 51 |
|
|
2019
Q3 | $802K | Hold |
5,766
| – | – | 0.67% | 44 |
|
|
2019
Q2 | $760K | Sell |
5,766
-350
| -6% | -$46K | 0.64% | 47 |
|
|
2019
Q1 | $825K | Sell |
6,116
-465
| -7% | -$59.3K | 0.72% | 40 |
|
|
2018
Q4 | $715K | Sell |
6,581
-4,052
| -38% | -$486K | 0.68% | 46 |
|
|
2018
Q3 | $1.54M | Hold |
10,633
| – | – | 1.24% | 30 |
|
|
2018
Q2 | $1.42M | Sell |
10,633
-64
| -0.6% | -$8.93K | 1.14% | 35 |
|
|
2018
Q1 | $1.57M | Sell |
10,697
-357
| -3% | -$54K | 1.25% | 32 |
|
|
2017
Q4 | $1.62M | Sell |
11,054
-1,653
| -13% | -$240K | 1.23% | 31 |
|
|
2017
Q3 | $1.76M | Sell |
12,707
-1,293
| -9% | -$180K | 1.38% | 28 |
|
|
2017
Q2 | $2.06M | Sell |
14,000
-45
| -0.3% | -$6.78K | 1.56% | 23 |
|
|
2017
Q1 | $2.34M | Sell |
14,045
-1,835
| -12% | -$308K | 1.78% | 22 |
|
|
2016
Q4 | $2.52M | Buy |
15,880
+6
| +0% | +$914 | 1.97% | 20 |
|
|
2016
Q3 | $2.41M | Sell |
15,874
-175
| -1% | -$26.6K | 1.87% | 22 |
|
|
2016
Q2 | $2.33M | Sell |
16,049
-2,026
| -11% | -$290K | 1.86% | 22 |
|
|
2016
Q1 | $2.62M | Buy |
18,075
+2,930
| +19% | +$374K | 2.11% | 18 |
|
|
2015
Q4 | $1.99M | Sell |
15,145
-4,703
| -24% | -$632K | 1.6% | 23 |
|
|
2015
Q3 | $2.75M | Sell |
19,848
-9,469
| -32% | -$1.4M | 2.36% | 17 |
|
|
2015
Q2 | $4.56M | Buy |
29,317
+17,880
| +156% | +$2.87M | 3.45% | 10 |
|
|
2015
Q1 | $1.75M | Buy |
11,437
+6,360
| +125% | +$965K | 1.33% | 25 |
|
|
2014
Q4 | $779K | Buy |
+5,077
| New | +$808K | 0.58% | 43 |
|
Other funds holding IBM
VCM
VPM
Loudon Investment Management's IBM Position: Q1 2026 in Review
Loudon Investment Management reduced its IBM (IBM) stake by 49% in Q1 2026, selling an estimated $365K and leaving 1,378 shares worth $334K. The position accounts for 0.18% of the portfolio, ranked #82.
Loudon Investment Management first reported a position in IBM in Q4 2014 and has held it in 30 quarters since. The position peaked at $4.56M in Q2 2015. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Loudon Investment Management held 1,378 shares of IBM worth $334K as of Q1 2026.
- Loudon Investment Management sold 1,350 IBM shares in Q1 2026, an estimated $365K.
- IBM made up 0.18% of Loudon Investment Management's portfolio in Q1 2026, its #82 holding.
- Loudon Investment Management first reported a position in IBM in Q4 2014 and has held it in 30 quarters since.
- Loudon Investment Management's IBM position peaked at $4.56M in Q2 2015.
- 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.