MCF 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 | $1.15M | Buy |
4,726
+1,522
| +48% | +$412K | 0.05% | 155 |
|
|
2025
Q4 | $949K | Buy |
3,204
+774
| +32% | +$232K | 0.05% | 136 |
|
|
2025
Q3 | $686K | Buy |
2,430
+633
| +35% | +$166K | 0.04% | 136 |
|
|
2025
Q2 | $530K | Sell |
1,797
-9
| -0.5% | -$2.32K | 0.04% | 144 |
|
|
2025
Q1 | $449K | Sell |
1,806
-49
| -3% | -$12K | 0.03% | 156 |
|
|
2024
Q4 | $408K | Sell |
1,855
-5
| -0.3% | -$1.11K | 0.03% | 161 |
|
|
2024
Q3 | $411K | Buy |
1,860
+15
| +0.8% | +$2.94K | 0.03% | 156 |
|
|
2024
Q2 | $319K | Buy |
1,845
+1
| +0.1% | +$174 | 0.02% | 177 |
|
|
2024
Q1 | $352K | Buy |
1,844
+8
| +0.4% | +$1.46K | 0.03% | 167 |
|
|
2023
Q4 | $300K | Buy |
1,836
+153
| +9% | +$23.1K | 0.02% | 185 |
|
|
2023
Q3 | $236K | Buy |
1,683
+526
| +45% | +$74.8K | 0.02% | 194 |
|
|
2023
Q2 | $155K | Buy |
1,157
+51
| +5% | +$6.58K | 0.01% | 242 |
|
|
2023
Q1 | $145K | Sell |
1,106
-692
| -38% | -$92.6K | 0.01% | 242 |
|
|
2022
Q4 | $253K | Sell |
1,798
-1,331
| -43% | -$184K | 0.03% | 185 |
|
|
2022
Q3 | $372K | Buy |
3,129
+21
| +0.7% | +$2.76K | 0.04% | 136 |
|
|
2022
Q2 | $439K | Buy |
3,108
+10
| +0.3% | +$1.35K | 0.05% | 112 |
|
|
2022
Q1 | $403K | Buy |
+3,098
| New | +$404K | 0.04% | 132 |
|
|
2021
Q4 | – | Sell |
-3,937
| Closed | -$523K | – | 331 |
|
|
2021
Q3 | $523K | Buy |
3,937
+115
| +3% | +$15.4K | 0.05% | 96 |
|
|
2021
Q2 | $536K | Buy |
3,822
+1,862
| +95% | +$255K | 0.06% | 87 |
|
|
2021
Q1 | $250K | Buy |
1,960
+809
| +70% | +$96.8K | 0.03% | 146 |
|
|
2020
Q4 | $138K | Sell |
1,151
-599
| -34% | -$69.2K | 0.02% | 171 |
|
|
2020
Q3 | $204K | Buy |
1,750
+219
| +14% | +$25.8K | 0.03% | 138 |
|
|
2020
Q2 | $177K | Buy |
1,531
+12
| +0.8% | +$1.39K | 0.02% | 145 |
|
|
2020
Q1 | $161K | Sell |
1,519
-672
| -31% | -$85K | 0.03% | 148 |
|
|
2019
Q4 | $281K | Sell |
2,191
-262
| -11% | -$34.1K | 0.04% | 124 |
|
|
2019
Q3 | $341K | Hold |
2,453
| – | – | 0.06% | 105 |
|
|
2019
Q2 | $323K | Sell |
2,453
-188
| -7% | -$24.7K | 0.05% | 110 |
|
|
2019
Q1 | $356K | Sell |
2,641
-191
| -7% | -$24.3K | 0.06% | 92 |
|
|
2018
Q4 | $308K | Buy |
2,832
+1,532
| +118% | +$184K | 0.06% | 99 |
|
|
2018
Q3 | $188K | Sell |
1,300
-392
| -23% | -$54.8K | 0.03% | 132 |
|
|
2018
Q2 | $226K | Sell |
1,692
-150
| -8% | -$20.9K | 0.04% | 115 |
|
|
2018
Q1 | $270K | Buy |
1,842
+109
| +6% | +$16.5K | 0.05% | 97 |
|
|
2017
Q4 | $254K | Sell |
1,733
-103
| -6% | -$15K | 0.05% | 97 |
|
|
2017
Q3 | $255K | Sell |
1,836
-453
| -20% | -$63.1K | 0.05% | 94 |
|
|
2017
Q2 | $337K | Sell |
2,289
-3
| -0.1% | -$452 | 0.07% | 70 |
|
|
2017
Q1 | $382K | Buy |
2,292
+353
| +18% | +$59.2K | 0.08% | 63 |
|
|
2016
Q4 | $308K | Buy |
1,939
+9
| +0.5% | +$1.37K | 0.07% | 70 |
|
|
2016
Q3 | $293K | Sell |
1,930
-1,171
| -38% | -$178K | 0.07% | 74 |
|
|
2016
Q2 | $450K | Buy |
3,101
+1,122
| +57% | +$161K | 0.11% | 65 |
|
|
2016
Q1 | $287K | Buy |
1,979
+700
| +55% | +$89.4K | 0.08% | 68 |
|
|
2015
Q4 | $168K | Sell |
1,279
-932
| -42% | -$125K | 0.05% | 99 |
|
|
2015
Q3 | $306K | Buy |
2,211
+498
| +29% | +$73.5K | 0.08% | 65 |
|
|
2015
Q2 | $266K | Sell |
1,713
-408
| -19% | -$65.6K | 0.07% | 71 |
|
|
2015
Q1 | $325K | Sell |
2,121
-178
| -8% | -$27K | 0.08% | 59 |
|
|
2014
Q4 | $353K | Buy |
2,299
+8
| +0.3% | +$1.27K | 0.1% | 54 |
|
|
2014
Q3 | $422K | Sell |
2,291
-1
| -0% | -$182 | 0.12% | 51 |
|
|
2014
Q2 | $422K | Sell |
2,292
-95
| -4% | -$17.1K | 0.13% | 50 |
|
|
2014
Q1 | $439K | Sell |
2,387
-96
| -4% | -$16.9K | 0.15% | 50 |
|
|
2013
Q4 | $457K | Buy |
2,483
+870
| +54% | +$150K | 0.16% | 45 |
|
|
2013
Q3 | $297K | Buy |
1,613
+958
| +146% | +$174K | 0.16% | 61 |
|
|
2013
Q2 | $120K | Buy |
+655
| New | +$128K | 0.07% | 109 |
|
Other funds holding IBM
VCM
VPM
MCF Advisors's IBM Position: Q1 2026 in Review
MCF Advisors increased its IBM (IBM) stake by 48% in Q1 2026, buying an estimated $412K and bringing the position to 4,726 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #155.
MCF Advisors first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- MCF Advisors held 4,726 shares of IBM worth $1.15M as of Q1 2026.
- MCF Advisors bought 1,522 IBM shares in Q1 2026, an estimated $412K.
- IBM made up 0.05% of MCF Advisors's portfolio in Q1 2026, its #155 holding.
- MCF Advisors first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
- 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.