Northstar 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 | $265K | Buy |
1,094
+75
| +7% | +$20.3K | 0.04% | 142 |
|
|
2025
Q4 | $302K | Hold |
1,019
| – | – | 0.04% | 136 |
|
|
2025
Q3 | $288K | Hold |
1,019
| – | – | 0.04% | 129 |
|
|
2025
Q2 | $301K | Hold |
1,019
| – | – | 0.05% | 122 |
|
|
2025
Q1 | $253K | Hold |
1,019
| – | – | 0.04% | 130 |
|
|
2024
Q4 | $224K | Buy |
1,019
+16
| +2% | +$3.56K | 0.04% | 136 |
|
|
2024
Q3 | $222K | Buy |
+1,003
| New | +$197K | 0.04% | 142 |
|
|
2021
Q3 | – | Sell |
-1,447
| Closed | -$203K | – | 150 |
|
|
2021
Q2 | $203K | Sell |
1,447
-574
| -28% | -$78.5K | 0.05% | 147 |
|
|
2021
Q1 | $257K | Sell |
2,021
-335
| -14% | -$40.1K | 0.07% | 130 |
|
|
2020
Q4 | $283K | Sell |
2,356
-233
| -9% | -$26.9K | 0.09% | 118 |
|
|
2020
Q3 | $301K | Buy |
2,589
+61
| +2% | +$7.18K | 0.1% | 113 |
|
|
2020
Q2 | $292K | Sell |
2,528
-934
| -27% | -$108K | 0.12% | 108 |
|
|
2020
Q1 | $367K | Sell |
3,462
-284
| -8% | -$35.9K | 0.17% | 88 |
|
|
2019
Q4 | $480K | Sell |
3,746
-1
| -0% | -$130 | 0.18% | 88 |
|
|
2019
Q3 | $520K | Sell |
3,747
-12
| -0.3% | -$1.62K | 0.22% | 77 |
|
|
2019
Q2 | $496K | Sell |
3,759
-112
| -3% | -$14.7K | 0.21% | 83 |
|
|
2019
Q1 | $522K | Sell |
3,871
-44
| -1% | -$5.61K | 0.23% | 80 |
|
|
2018
Q4 | $420K | Sell |
3,915
-971
| -20% | -$117K | 0.21% | 87 |
|
|
2018
Q3 | $706K | Buy |
4,886
+1,122
| +30% | +$157K | 0.32% | 67 |
|
|
2018
Q2 | $503K | Sell |
3,764
-532
| -12% | -$74.2K | 0.26% | 77 |
|
|
2018
Q1 | $630K | Buy |
4,296
+59
| +1% | +$8.93K | 0.33% | 66 |
|
|
2017
Q4 | $622K | Buy |
4,237
+250
| +6% | +$36.4K | 0.33% | 65 |
|
|
2017
Q3 | $553K | Sell |
3,987
-185
| -4% | -$25.8K | 0.32% | 69 |
|
|
2017
Q2 | $613K | Sell |
4,172
-717
| -15% | -$108K | 0.38% | 67 |
|
|
2017
Q1 | $816K | Buy |
4,889
+8
| +0.2% | +$1.34K | 0.54% | 53 |
|
|
2016
Q4 | $774K | Buy |
4,881
+11
| +0.2% | +$1.68K | 0.53% | 50 |
|
|
2016
Q3 | $740K | Sell |
4,870
-77
| -2% | -$11.7K | 0.53% | 53 |
|
|
2016
Q2 | $718K | Sell |
4,947
-313
| -6% | -$44.8K | 0.53% | 54 |
|
|
2016
Q1 | $762K | Sell |
5,260
-100
| -2% | -$12.8K | 0.58% | 50 |
|
|
2015
Q4 | $705K | Sell |
5,360
-108
| -2% | -$14.5K | 0.56% | 50 |
|
|
2015
Q3 | $755K | Sell |
5,468
-153
| -3% | -$22.6K | 0.62% | 46 |
|
|
2015
Q2 | $874K | Buy |
5,621
+29
| +0.5% | +$4.66K | 0.67% | 43 |
|
|
2015
Q1 | $858K | Sell |
5,592
-1,167
| -17% | -$177K | 0.66% | 41 |
|
|
2014
Q4 | $1.04M | Buy |
+6,759
| New | +$1.08M | 0.81% | 32 |
|
Other funds holding IBM
VCM
VPM
Northstar Group's IBM Position: Q1 2026 in Review
Northstar Group increased its IBM (IBM) stake by 7.4% in Q1 2026, buying an estimated $20.3K and bringing the position to 1,094 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #142.
Northstar Group first reported a position in IBM in Q4 2014 and has held it in 34 quarters since. The position peaked at $1.04M in Q4 2014. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Northstar Group held 1,094 shares of IBM worth $265K as of Q1 2026.
- Northstar Group bought 75 IBM shares in Q1 2026, an estimated $20.3K.
- IBM made up 0.04% of Northstar Group's portfolio in Q1 2026, its #142 holding.
- Northstar Group first reported a position in IBM in Q4 2014 and has held it in 34 quarters since.
- Northstar Group's IBM position peaked at $1.04M in Q4 2014.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Northstar Group's 13F filing for Q1 2026, filed 28 Apr 2026.