Naples Global 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 | $4.17M | Sell |
17,193
-85
| -0.5% | -$23K | 0.3% | 90 |
|
|
2025
Q4 | $5.12M | Sell |
17,278
-154
| -0.9% | -$46.1K | 0.38% | 77 |
|
|
2025
Q3 | $4.92M | Buy |
17,432
+340
| +2% | +$89K | 0.38% | 75 |
|
|
2025
Q2 | $5.04M | Buy |
17,092
+155
| +0.9% | +$39.9K | 0.43% | 73 |
|
|
2025
Q1 | $4.21M | Buy |
16,937
+361
| +2% | +$88.3K | 0.4% | 79 |
|
|
2024
Q4 | $3.64M | Buy |
16,576
+156
| +1% | +$34.7K | 0.34% | 89 |
|
|
2024
Q3 | $3.63M | Buy |
16,420
+241
| +1% | +$47.3K | 0.34% | 90 |
|
|
2024
Q2 | $2.8M | Sell |
16,179
-45
| -0.3% | -$7.82K | 0.28% | 100 |
|
|
2024
Q1 | $3.1M | Buy |
16,224
+123
| +0.8% | +$22.4K | 0.32% | 88 |
|
|
2023
Q4 | $2.63M | Sell |
16,101
-205
| -1% | -$31K | 0.29% | 103 |
|
|
2023
Q3 | $2.29M | Buy |
16,306
+208
| +1% | +$29.6K | 0.28% | 109 |
|
|
2023
Q2 | $2.15M | Buy |
16,098
+463
| +3% | +$59.8K | 0.25% | 114 |
|
|
2023
Q1 | $2.05M | Buy |
15,635
+225
| +1% | +$30.1K | 0.26% | 118 |
|
|
2022
Q4 | $2.17M | Hold |
15,410
| – | – | 0.28% | 112 |
|
|
2022
Q3 | $1.83M | Buy |
15,410
+800
| +5% | +$105K | 0.25% | 122 |
|
|
2022
Q2 | $2.06M | Buy |
14,610
+605
| +4% | +$81.7K | 0.27% | 118 |
|
|
2022
Q1 | $1.82M | Buy |
14,005
+2,596
| +23% | +$339K | 0.21% | 146 |
|
|
2021
Q4 | $1.52M | Buy |
11,409
+880
| +8% | +$110K | 0.18% | 156 |
|
|
2021
Q3 | $1.4M | Buy |
10,529
+1,394
| +15% | +$186K | 0.18% | 155 |
|
|
2021
Q2 | $1.28M | Buy |
9,135
+19
| +0.2% | +$2.6K | 0.18% | 160 |
|
|
2021
Q1 | $1.16M | Buy |
9,116
+4,932
| +118% | +$590K | 0.18% | 158 |
|
|
2020
Q4 | $504K | Buy |
4,184
+650
| +18% | +$75.1K | 0.09% | 245 |
|
|
2020
Q3 | $411K | Sell |
3,534
-197
| -5% | -$23.2K | 0.08% | 242 |
|
|
2020
Q2 | $431K | Buy |
3,731
+932
| +33% | +$108K | 0.09% | 231 |
|
|
2020
Q1 | $297K | Buy |
2,799
+69
| +3% | +$8.73K | 0.08% | 251 |
|
|
2019
Q4 | $350K | Buy |
2,730
+1,171
| +75% | +$152K | 0.07% | 256 |
|
|
2019
Q3 | $217K | Sell |
1,559
-816
| -34% | -$110K | 0.05% | 296 |
|
|
2019
Q2 | $313K | Buy |
+2,375
| New | +$312K | 0.08% | 258 |
|
|
2014
Q4 | – | Sell |
-6,342
| Closed | -$1.15M | – | 221 |
|
|
2014
Q3 | $1.15M | Buy |
6,342
+27
| +0.4% | +$4.92K | 0.68% | 36 |
|
|
2014
Q2 | $1.09M | Buy |
6,315
+299
| +5% | +$53.8K | 0.65% | 42 |
|
|
2014
Q1 | $1.11M | Buy |
6,016
+85
| +1% | +$15K | 0.68% | 28 |
|
|
2013
Q4 | $1.06M | Buy |
+5,931
| New | +$1.02M | 0.71% | 26 |
|
Other funds holding IBM
VCM
VPM
Naples Global Advisors's IBM Position: Q1 2026 in Review
Naples Global Advisors reduced its IBM (IBM) stake by 0.49% in Q1 2026, selling an estimated $23K and leaving 17,193 shares worth $4.17M. The position accounts for 0.3% of the portfolio, ranked #90.
Naples Global Advisors first reported a position in IBM in Q4 2013 and has held it in 32 quarters since. The position peaked at $5.12M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Naples Global Advisors held 17,193 shares of IBM worth $4.17M as of Q1 2026.
- Naples Global Advisors sold 85 IBM shares in Q1 2026, an estimated $23K.
- IBM made up 0.3% of Naples Global Advisors's portfolio in Q1 2026, its #90 holding.
- Naples Global Advisors first reported a position in IBM in Q4 2013 and has held it in 32 quarters since.
- Naples Global Advisors's IBM position peaked at $5.12M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.