Means Investment Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.13M | Sell |
7,584
-613
| -7% | -$154K | 0.16% | 61 |
|
|
2026
Q1 | $1.99M | Buy |
8,197
+731
| +10% | +$198K | 0.17% | 57 |
|
|
2025
Q4 | $2.21M | Sell |
7,466
-724
| -9% | -$217K | 0.19% | 56 |
|
|
2025
Q3 | $2.31M | Sell |
8,190
-146
| -2% | -$38.2K | 0.2% | 56 |
|
|
2025
Q2 | $2.46M | Buy |
8,336
+551
| +7% | +$142K | 0.23% | 52 |
|
|
2025
Q1 | $1.94M | Sell |
7,785
-444
| -5% | -$109K | 0.21% | 58 |
|
|
2024
Q4 | $1.81M | Buy |
8,229
+221
| +3% | +$49.2K | 0.19% | 64 |
|
|
2024
Q3 | $1.77M | Buy |
8,008
+125
| +2% | +$24.5K | 0.2% | 68 |
|
|
2024
Q2 | $1.36M | Buy |
7,883
+42
| +0.5% | +$7.3K | 0.16% | 74 |
|
|
2024
Q1 | $1.5M | Sell |
7,841
-189
| -2% | -$34.5K | 0.19% | 71 |
|
|
2023
Q4 | $1.31M | Sell |
8,030
-147
| -2% | -$22.2K | 0.19% | 78 |
|
|
2023
Q3 | $1.15M | Sell |
8,177
-69
| -0.8% | -$9.82K | 0.19% | 84 |
|
|
2023
Q2 | $1.1M | Sell |
8,246
-158
| -2% | -$20.4K | 0.17% | 91 |
|
|
2023
Q1 | $1.1M | Sell |
8,404
-175
| -2% | -$23.4K | 0.19% | 91 |
|
|
2022
Q4 | $1.21M | Buy |
8,579
+156
| +2% | +$21.5K | 0.24% | 84 |
|
|
2022
Q3 | $1M | Buy |
8,423
+41
| +0.5% | +$5.38K | 0.22% | 86 |
|
|
2022
Q2 | $1.18M | Sell |
8,382
-231
| -3% | -$31.2K | 0.25% | 80 |
|
|
2022
Q1 | $1.12M | Buy |
8,613
+258
| +3% | +$33.6K | 0.2% | 80 |
|
|
2021
Q4 | $1.12M | Sell |
8,355
-2,014
| -19% | -$253K | 0.2% | 79 |
|
|
2021
Q3 | $1.38M | Buy |
10,369
+2,585
| +33% | +$346K | 0.27% | 74 |
|
|
2021
Q2 | $1.09M | Sell |
7,784
-148
| -2% | -$20.2K | 0.22% | 75 |
|
|
2021
Q1 | $1.01M | Buy |
7,932
+140
| +2% | +$16.8K | 0.23% | 74 |
|
|
2020
Q4 | $901K | Sell |
7,792
-113
| -1% | -$13.1K | 0.21% | 74 |
|
|
2020
Q3 | $862K | Buy |
7,905
+1,055
| +15% | +$124K | 0.24% | 68 |
|
|
2020
Q2 | $830K | Sell |
6,850
-303
| -4% | -$35.2K | 0.26% | 65 |
|
|
2020
Q1 | $816K | Buy |
7,153
+312
| +5% | +$39.5K | 0.32% | 64 |
|
|
2019
Q4 | $905K | Sell |
6,841
-104
| -1% | -$13.5K | 0.3% | 65 |
|
|
2019
Q3 | $914K | Buy |
6,945
+1,777
| +34% | +$240K | 0.35% | 67 |
|
|
2019
Q2 | $688K | Sell |
5,168
-739
| -13% | -$97.1K | 0.28% | 70 |
|
|
2019
Q1 | $797K | Buy |
5,907
+1,328
| +29% | +$169K | 0.35% | 68 |
|
|
2018
Q4 | $498K | Buy |
+4,579
| New | +$550K | 0.28% | 77 |
|
Other funds holding IBM
Means Investment Company's IBM Position: Q2 2026 in Review
Means Investment Company reduced its IBM (IBM) stake by 7.5% in Q2 2026, selling an estimated $154K and leaving 7,584 shares worth $2.13M. The position accounts for 0.16% of the portfolio, ranked #61.
Means Investment Company first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.46M in Q2 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Means Investment Company held 7,584 shares of IBM worth $2.13M as of Q2 2026.
- Means Investment Company sold 613 IBM shares in Q2 2026, an estimated $154K.
- IBM made up 0.16% of Means Investment Company's portfolio in Q2 2026, its #61 holding.
- Means Investment Company first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
- Means Investment Company's IBM position peaked at $2.46M in Q2 2025.
- 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.