Monte Financial Group’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 | $995K | Sell |
4,107
-160
| -4% | -$43.3K | 0.35% | 69 |
|
|
2025
Q4 | $1.26M | Hold |
4,267
| – | – | 0.47% | 63 |
|
|
2025
Q3 | $1.2M | Hold |
4,267
| – | – | 0.44% | 64 |
|
|
2025
Q2 | $1.26M | Sell |
4,267
-450
| -10% | -$116K | 0.49% | 59 |
|
|
2025
Q1 | $1.13M | Sell |
4,717
-54
| -1% | -$13.2K | 0.49% | 57 |
|
|
2024
Q4 | $1.05M | Sell |
4,771
-153
| -3% | -$34.1K | 0.45% | 59 |
|
|
2024
Q3 | $1.09M | Hold |
4,924
| – | – | 0.45% | 58 |
|
|
2024
Q2 | $852K | Sell |
4,924
-450
| -8% | -$78.2K | 0.38% | 62 |
|
|
2024
Q1 | $1.03M | Sell |
5,374
-76
| -1% | -$13.9K | 0.45% | 60 |
|
|
2023
Q4 | $891K | Sell |
5,450
-636
| -10% | -$96.1K | 0.42% | 58 |
|
|
2023
Q3 | $854K | Sell |
6,086
-141
| -2% | -$20.1K | 0.43% | 56 |
|
|
2023
Q2 | $833K | Sell |
6,227
-40,339
| -87% | -$5.21M | 0.41% | 59 |
|
|
2023
Q1 | $6.1M | Sell |
46,566
-313
| -0.7% | -$41.9K | 3.23% | 3 |
|
|
2022
Q4 | $6.6M | Buy |
46,879
+52
| +0.1% | +$7.17K | 3.4% | 3 |
|
|
2022
Q3 | $5.56M | Sell |
46,827
-282
| -0.6% | -$37K | 3.41% | 3 |
|
|
2022
Q2 | $6.65M | Buy |
47,109
+845
| +2% | +$114K | 3.88% | 2 |
|
|
2022
Q1 | $6.01M | Buy |
46,264
+1,194
| +3% | +$156K | 3.2% | 6 |
|
|
2021
Q4 | $6.02M | Buy |
45,070
+1,882
| +4% | +$236K | 3.17% | 6 |
|
|
2021
Q3 | $5.74M | Buy |
43,188
+774
| +2% | +$103K | 3.29% | 5 |
|
|
2021
Q2 | $5.94M | Buy |
42,414
+2,617
| +7% | +$358K | 3.39% | 5 |
|
|
2021
Q1 | $5.07M | Buy |
39,797
+5,416
| +16% | +$648K | 3.11% | 7 |
|
|
2020
Q4 | $4.14M | Sell |
34,381
-150
| -0.4% | -$17.3K | 2.81% | 7 |
|
|
2020
Q3 | $4.02M | Sell |
34,531
-824
| -2% | -$97K | 3.04% | 6 |
|
|
2020
Q2 | $4.08M | Buy |
35,355
+2,800
| +9% | +$325K | 3.23% | 5 |
|
|
2020
Q1 | $3.45M | Buy |
32,555
+129
| +0.4% | +$16.3K | 3.34% | 4 |
|
|
2019
Q4 | $4.16M | Buy |
32,426
+373
| +1% | +$48.5K | 3.06% | 4 |
|
|
2019
Q3 | $4.46M | Buy |
32,053
+1,877
| +6% | +$253K | 3.6% | 3 |
|
|
2019
Q2 | $3.98M | Buy |
30,176
+1,046
| +4% | +$137K | 3.37% | 3 |
|
|
2019
Q1 | $3.93M | Buy |
29,130
+596
| +2% | +$76K | 3.44% | 4 |
|
|
2018
Q4 | $3.1M | Buy |
28,534
+5,103
| +22% | +$612K | 3.28% | 8 |
|
|
2018
Q3 | $3.39M | Sell |
23,431
-392
| -2% | -$54.8K | 3.17% | 8 |
|
|
2018
Q2 | $3.18M | Buy |
23,823
+547
| +2% | +$76.3K | 3.24% | 8 |
|
|
2018
Q1 | $3.41M | Buy |
23,276
+993
| +4% | +$150K | 3.56% | 4 |
|
|
2017
Q4 | $3.27M | Buy |
+22,283
| New | +$3.24M | 3.32% | 2 |
|
Other funds holding IBM
VCM
VPM
Monte Financial Group's IBM Position: Q1 2026 in Review
Monte Financial Group reduced its IBM (IBM) stake by 3.7% in Q1 2026, selling an estimated $43.3K and leaving 4,107 shares worth $995K. The position accounts for 0.35% of the portfolio, ranked #69.
Monte Financial Group first reported a position in IBM in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.65M in Q2 2022. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Monte Financial Group held 4,107 shares of IBM worth $995K as of Q1 2026.
- Monte Financial Group sold 160 IBM shares in Q1 2026, an estimated $43.3K.
- IBM made up 0.35% of Monte Financial Group's portfolio in Q1 2026, its #69 holding.
- Monte Financial Group first reported a position in IBM in Q4 2017 and has held it in 34 quarters since.
- Monte Financial Group's IBM position peaked at $6.65M in Q2 2022.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.