Nelson Capital Management’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 | $351K | Hold |
1,248
| – | – | 0.04% | 99 |
|
|
2026
Q1 | $303K | Sell |
1,248
-74
| -6% | -$20K | 0.04% | 101 |
|
|
2025
Q4 | $392K | Sell |
1,322
-156
| -11% | -$46.7K | 0.05% | 91 |
|
|
2025
Q3 | $417K | Sell |
1,478
-6
| -0.4% | -$1.57K | 0.05% | 89 |
|
|
2025
Q2 | $437K | Hold |
1,484
| – | – | 0.06% | 84 |
|
|
2025
Q1 | $369K | Hold |
1,484
| – | – | 0.06% | 87 |
|
|
2024
Q4 | $326K | Buy |
1,484
+6
| +0.4% | +$1.34K | 0.05% | 94 |
|
|
2024
Q3 | $327K | Buy |
1,478
+98
| +7% | +$19.2K | 0.06% | 89 |
|
|
2024
Q2 | $239K | Sell |
1,380
-15
| -1% | -$2.61K | 0.04% | 97 |
|
|
2024
Q1 | $266K | Buy |
+1,395
| New | +$254K | 0.05% | 93 |
|
|
2020
Q1 | – | Sell |
-34,857
| Closed | -$4.47M | – | 93 |
|
|
2019
Q4 | $4.47M | Buy |
34,857
+32,974
| +1,751% | +$4.29M | 0.94% | 44 |
|
|
2019
Q3 | $262K | Buy |
1,883
+691
| +58% | +$93.2K | 0.06% | 83 |
|
|
2019
Q2 | $157K | Hold |
1,192
| – | – | 0.04% | 100 |
|
|
2019
Q1 | $161K | Sell |
1,192
-96
| -7% | -$12.2K | 0.04% | 92 |
|
|
2018
Q4 | $140K | Hold |
1,288
| – | – | 0.04% | 100 |
|
|
2018
Q3 | $186K | Sell |
1,288
-89
| -6% | -$12.4K | 0.04% | 92 |
|
|
2018
Q2 | $184K | Sell |
1,377
-1,104
| -44% | -$154K | 0.05% | 90 |
|
|
2018
Q1 | $364K | Hold |
2,481
| – | – | 0.09% | 74 |
|
|
2017
Q4 | $364K | Buy |
2,481
+89
| +4% | +$12.9K | 0.11% | 69 |
|
|
2017
Q3 | $332K | Sell |
2,392
-91
| -4% | -$12.7K | 0.11% | 67 |
|
|
2017
Q2 | $365K | Buy |
2,483
+65
| +3% | +$9.8K | 0.12% | 63 |
|
|
2017
Q1 | $403K | Hold |
2,418
| – | – | 0.14% | 60 |
|
|
2016
Q4 | $384K | Hold |
2,418
| – | – | 0.13% | 61 |
|
|
2016
Q3 | $367K | Buy |
2,418
+617
| +34% | +$93.6K | 0.13% | 59 |
|
|
2016
Q2 | $261K | Hold |
1,801
| – | – | 0.1% | 64 |
|
|
2016
Q1 | $261K | Buy |
1,801
+52
| +3% | +$6.64K | 0.1% | 63 |
|
|
2015
Q4 | $230K | Hold |
1,749
| – | – | 0.09% | 65 |
|
|
2015
Q3 | $242K | Sell |
1,749
-94
| -5% | -$13.9K | 0.09% | 66 |
|
|
2015
Q2 | $287K | Sell |
1,843
-335
| -15% | -$53.8K | 0.1% | 67 |
|
|
2015
Q1 | $334K | Hold |
2,178
| – | – | 0.12% | 63 |
|
|
2014
Q4 | $334K | Buy |
2,178
+26
| +1% | +$4.14K | 0.12% | 64 |
|
|
2014
Q3 | $390K | Sell |
2,152
-13,899
| -87% | -$2.53M | 0.15% | 61 |
|
|
2014
Q2 | $2.78M | Buy |
16,051
+439
| +3% | +$79K | 1.11% | 37 |
|
|
2014
Q1 | $2.87M | Buy |
15,612
+727
| +5% | +$128K | 1.26% | 35 |
|
|
2013
Q4 | $2.67M | Sell |
14,885
-601
| -4% | -$104K | 1.19% | 37 |
|
|
2013
Q3 | $2.74M | Buy |
15,486
+131
| +0.9% | +$23.8K | 1.31% | 36 |
|
|
2013
Q2 | $2.81M | Buy |
+15,355
| New | +$2.99M | 1.44% | 36 |
|
Other funds holding IBM
ECSS
Nelson Capital Management's IBM Position: Q2 2026 in Review
Nelson Capital Management held its IBM (IBM) position steady in Q2 2026 at 1,248 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #99.
Nelson Capital Management first reported a position in IBM in Q2 2013 and has held it in 37 quarters since. The position peaked at $4.47M in Q4 2019. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Nelson Capital Management held 1,248 shares of IBM worth $351K as of Q2 2026.
- Nelson Capital Management left its IBM share count unchanged in Q2 2026.
- IBM made up 0.04% of Nelson Capital Management's portfolio in Q2 2026, its #99 holding.
- Nelson Capital Management first reported a position in IBM in Q2 2013 and has held it in 37 quarters since.
- Nelson Capital Management's IBM position peaked at $4.47M in Q4 2019.
- 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.