McAdam LLC’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 | $1.45M | Buy |
5,985
+1,423
| +31% | +$385K | 0.07% | 131 |
|
|
2025
Q4 | $1.35M | Buy |
4,562
+1,481
| +48% | +$444K | 0.06% | 129 |
|
|
2025
Q3 | $869K | Buy |
3,081
+170
| +6% | +$44.5K | 0.04% | 153 |
|
|
2025
Q2 | $858K | Buy |
2,911
+339
| +13% | +$87.3K | 0.05% | 149 |
|
|
2025
Q1 | $639K | Sell |
2,572
-1,068
| -29% | -$261K | 0.04% | 161 |
|
|
2024
Q4 | $800K | Buy |
3,640
+70
| +2% | +$15.6K | 0.04% | 154 |
|
|
2024
Q3 | $789K | Buy |
3,570
+52
| +1% | +$10.2K | 0.04% | 152 |
|
|
2024
Q2 | $608K | Buy |
3,518
+154
| +5% | +$26.8K | 0.04% | 154 |
|
|
2024
Q1 | $642K | Sell |
3,364
-326
| -9% | -$59.5K | 0.04% | 149 |
|
|
2023
Q4 | $604K | Sell |
3,690
-152
| -4% | -$23K | 0.04% | 143 |
|
|
2023
Q3 | $539K | Buy |
3,842
+524
| +16% | +$74.6K | 0.04% | 149 |
|
|
2023
Q2 | $444K | Buy |
3,318
+278
| +9% | +$35.9K | 0.04% | 165 |
|
|
2023
Q1 | $398K | Buy |
3,040
+65
| +2% | +$8.7K | 0.04% | 168 |
|
|
2022
Q4 | $398K | Sell |
2,975
-43
| -1% | -$5.93K | 0.04% | 122 |
|
|
2022
Q3 | $359K | Buy |
3,018
+4
| +0.1% | +$525 | 0.04% | 152 |
|
|
2022
Q2 | $426K | Buy |
3,014
+38
| +1% | +$5.13K | 0.05% | 145 |
|
|
2022
Q1 | $387K | Buy |
2,976
+1
| +0% | +$130 | 0.04% | 131 |
|
|
2021
Q4 | $398K | Sell |
2,975
-414
| -12% | -$51.9K | 0.04% | 122 |
|
|
2021
Q3 | $450K | Buy |
3,389
+5
| +0.1% | +$668 | 0.05% | 105 |
|
|
2021
Q2 | $459K | Buy |
3,384
+5
| +0.1% | +$684 | 0.05% | 102 |
|
|
2021
Q1 | $430K | Sell |
3,379
-5
| -0.1% | -$598 | 0.06% | 96 |
|
|
2020
Q4 | $416K | Buy |
3,384
+532
| +19% | +$61.5K | 0.06% | 96 |
|
|
2020
Q3 | $332K | Buy |
2,852
+34
| +1% | +$4K | 0.06% | 85 |
|
|
2020
Q2 | $325K | Buy |
2,818
+13
| +0.5% | +$1.51K | 0.07% | 80 |
|
|
2020
Q1 | $298K | Buy |
+2,805
| New | +$355K | 0.08% | 72 |
|
|
2018
Q4 | – | Sell |
-538
| Closed | -$79K | – | 296 |
|
|
2018
Q3 | $79K | Sell |
538
-2,675
| -83% | -$374K | 0.03% | 132 |
|
|
2018
Q2 | $429K | Sell |
3,213
-1
| -0% | -$139 | 0.17% | 39 |
|
|
2018
Q1 | $471K | Buy |
+3,214
| New | +$486K | 0.22% | 34 |
|
Other funds holding IBM
VCM
VPM
McAdam LLC's IBM Position: Q1 2026 in Review
McAdam LLC increased its IBM (IBM) stake by 31% in Q1 2026, buying an estimated $385K and bringing the position to 5,985 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #131.
McAdam LLC first reported a position in IBM in Q1 2018 and has held it in 28 quarters since. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- McAdam LLC held 5,985 shares of IBM worth $1.45M as of Q1 2026.
- McAdam LLC bought 1,423 IBM shares in Q1 2026, an estimated $385K.
- IBM made up 0.07% of McAdam LLC's portfolio in Q1 2026, its #131 holding.
- McAdam LLC first reported a position in IBM in Q1 2018 and has held it in 28 quarters since.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.