NorthRock Partners’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 | $4.19M | Sell |
17,298
-433
| -2% | -$117K | 0.07% | 133 |
|
|
2025
Q4 | $5.25M | Sell |
17,731
-8,135
| -31% | -$2.44M | 0.09% | 116 |
|
|
2025
Q3 | $7.3M | Buy |
25,866
+5,029
| +24% | +$1.32M | 0.13% | 92 |
|
|
2025
Q2 | $6.14M | Buy |
20,837
+635
| +3% | +$164K | 0.16% | 61 |
|
|
2025
Q1 | $5.02M | Sell |
20,202
-583
| -3% | -$143K | 0.17% | 66 |
|
|
2024
Q4 | $4.57M | Buy |
20,785
+1,223
| +6% | +$272K | 0.15% | 72 |
|
|
2024
Q3 | $4.32M | Buy |
19,562
+982
| +5% | +$193K | 0.14% | 77 |
|
|
2024
Q2 | $3.21M | Buy |
18,580
+3,705
| +25% | +$644K | 0.12% | 84 |
|
|
2024
Q1 | $2.84M | Buy |
14,875
+328
| +2% | +$59.8K | 0.11% | 97 |
|
|
2023
Q4 | $2.38M | Buy |
14,547
+8,805
| +153% | +$1.33M | 0.1% | 106 |
|
|
2023
Q3 | $806K | Sell |
5,742
-15
| -0.3% | -$2.13K | 0.08% | 114 |
|
|
2023
Q2 | $770K | Sell |
5,757
-641
| -10% | -$82.7K | 0.08% | 103 |
|
|
2023
Q1 | $839K | Sell |
6,398
-727
| -10% | -$97.3K | 0.09% | 101 |
|
|
2022
Q4 | $1M | Sell |
7,125
-264
| -4% | -$36.4K | 0.11% | 92 |
|
|
2022
Q3 | $878K | Sell |
7,389
-5,427
| -42% | -$712K | 0.1% | 90 |
|
|
2022
Q2 | $1.81M | Sell |
12,816
-1,619
| -11% | -$219K | 0.19% | 56 |
|
|
2022
Q1 | $1.88M | Sell |
14,435
-1,514
| -9% | -$197K | 0.17% | 62 |
|
|
2021
Q4 | $2.13M | Sell |
15,949
-12,033
| -43% | -$1.51M | 0.16% | 55 |
|
|
2021
Q3 | $3.55M | Buy |
27,982
+1,785
| +7% | +$239K | 0.29% | 38 |
|
|
2021
Q2 | $3.67M | Buy |
26,197
+1,867
| +8% | +$255K | 0.31% | 36 |
|
|
2021
Q1 | $3.1M | Sell |
24,330
-1,401
| -5% | -$168K | 0.28% | 39 |
|
|
2020
Q4 | $3.1M | Sell |
25,731
-3,790
| -13% | -$438K | 0.31% | 39 |
|
|
2020
Q3 | $3.43M | Buy |
29,521
+8,154
| +38% | +$960K | 0.38% | 36 |
|
|
2020
Q2 | $2.47M | Buy |
21,367
+5,889
| +38% | +$684K | 0.29% | 44 |
|
|
2020
Q1 | $1.64M | Sell |
15,478
-2,752
| -15% | -$348K | 0.23% | 54 |
|
|
2019
Q4 | $2.34M | Buy |
18,230
+9,258
| +103% | +$1.2M | 0.25% | 61 |
|
|
2019
Q3 | $1.25M | Buy |
+8,972
| New | +$1.21M | 0.17% | 80 |
|
|
2016
Q4 | – | Sell |
-3,655
| Closed | -$333K | – | 60 |
|
|
2016
Q3 | $333K | Sell |
3,655
-406
| -10% | -$61.6K | 0.14% | 26 |
|
|
2016
Q2 | $378K | Buy |
+4,061
| New | +$581K | 0.17% | 26 |
|
|
2015
Q3 | – | Sell |
-3,389
| Closed | -$311K | – | 49 |
|
|
2015
Q2 | $311K | Buy |
3,389
+272
| +9% | +$43.7K | 0.14% | 34 |
|
|
2015
Q1 | $265K | Buy |
3,117
+928
| +42% | +$141K | 0.16% | 32 |
|
|
2014
Q4 | $336K | Buy |
+2,189
| New | +$348K | 0.21% | 27 |
|
Other funds holding IBM
VCM
VPM
NorthRock Partners's IBM Position: Q1 2026 in Review
NorthRock Partners reduced its IBM (IBM) stake by 2.4% in Q1 2026, selling an estimated $117K and leaving 17,298 shares worth $4.19M. The position accounts for 0.07% of the portfolio, ranked #133.
NorthRock Partners first reported a position in IBM in Q4 2014 and has held it in 32 quarters since. The position peaked at $7.3M in Q3 2025. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- NorthRock Partners held 17,298 shares of IBM worth $4.19M as of Q1 2026.
- NorthRock Partners sold 433 IBM shares in Q1 2026, an estimated $117K.
- IBM made up 0.07% of NorthRock Partners's portfolio in Q1 2026, its #133 holding.
- NorthRock Partners first reported a position in IBM in Q4 2014 and has held it in 32 quarters since.
- NorthRock Partners's IBM position peaked at $7.3M in Q3 2025.
- 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.