Morgan Dempsey Capital Management’s IBM IBM Stock Holding History

Morgan Dempsey Capital Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-100	Closed	-$22.1K	–	136
2024 Q3	$22.1K	Hold	100	–	–	0.01%	78
2024 Q2	$17.3K	Hold	100	–	–	0.01%	69
2024 Q1	$19.1K	Hold	100	–	–	0.01%	65
2023 Q4	$16.4K	Hold	100	–	–	0.01%	69
2023 Q3	$14K	Hold	100	–	–	﹤0.01%	73
2023 Q2	$13.4K	Buy	+100	New	+$12.9K	﹤0.01%	77
2023 Q1	–	Sell	-100	Closed	-$14.1K	–	137
2022 Q4	$14.1K	Hold	100	–	–	﹤0.01%	91
2022 Q3	$12K	Hold	100	–	–	﹤0.01%	92
2022 Q2	$14K	Hold	100	–	–	﹤0.01%	72
2022 Q1	$13K	Hold	100	–	–	﹤0.01%	78
2021 Q4	$13K	Sell	100 -5	-5%	-$627	﹤0.01%	78
2021 Q3	$14K	Buy	+105	New	+$14K	﹤0.01%	72

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Dempsey Capital Management's IBM Position: Q1 2026 in Review

Morgan Dempsey Capital Management reduced its IBM (IBM) stake by 3.1% in Q1 2026, selling an estimated $182K and leaving 21,039 shares worth $5.1M. The position accounts for 2.32% of the portfolio, ranked #22.

Morgan Dempsey Capital Management first reported a position in IBM in Q2 2013 and has held it in 38 quarters since. The position peaked at $12.2M in Q1 2024. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Morgan Dempsey Capital Management held 21,039 shares of IBM worth $5.1M as of Q1 2026.
Morgan Dempsey Capital Management sold 671 IBM shares in Q1 2026, an estimated $182K.
IBM made up 2.32% of Morgan Dempsey Capital Management's portfolio in Q1 2026, its #22 holding.
Morgan Dempsey Capital Management first reported a position in IBM in Q2 2013 and has held it in 38 quarters since.
Morgan Dempsey Capital Management's IBM position peaked at $12.2M in Q1 2024.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2026, filed 6 May 2026.