Northwest Quadrant Wealth 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
Q1 | $222K | Sell |
917
-1,331
| -59% | -$360K | 0.05% | 63 |
|
|
2025
Q4 | $666K | Sell |
2,248
-70
| -3% | -$21K | 0.14% | 28 |
|
|
2025
Q3 | $654K | Buy |
2,318
+6
| +0.3% | +$1.57K | 0.14% | 28 |
|
|
2025
Q2 | $681K | Buy |
2,312
+6
| +0.3% | +$1.55K | 0.15% | 27 |
|
|
2025
Q1 | $573K | Sell |
2,306
-118
| -5% | -$28.9K | 0.13% | 28 |
|
|
2024
Q4 | $533K | Buy |
2,424
+131
| +6% | +$29.2K | 0.12% | 34 |
|
|
2024
Q3 | $507K | Buy |
2,293
+8
| +0.4% | +$1.57K | 0.12% | 32 |
|
|
2024
Q2 | $395K | Buy |
2,285
+346
| +18% | +$60.1K | 0.1% | 35 |
|
|
2024
Q1 | $370K | Buy |
1,939
+5
| +0.3% | +$912 | 0.09% | 37 |
|
|
2023
Q4 | $316K | Buy |
1,934
+6
| +0.3% | +$907 | 0.08% | 42 |
|
|
2023
Q3 | $271K | Buy |
1,928
+6
| +0.3% | +$854 | 0.08% | 46 |
|
|
2023
Q2 | $257K | Buy |
1,922
+7
| +0.4% | +$903 | 0.07% | 49 |
|
|
2023
Q1 | $251K | Buy |
1,915
+8
| +0.4% | +$1.07K | 0.07% | 49 |
|
|
2022
Q4 | $269K | Buy |
1,907
+6
| +0.3% | +$828 | 0.08% | 49 |
|
|
2022
Q3 | $226K | Buy |
1,901
+7
| +0.4% | +$919 | 0.07% | 51 |
|
|
2022
Q2 | $261K | Sell |
1,894
-58
| -3% | -$7.83K | 0.08% | 49 |
|
|
2022
Q1 | $254K | Buy |
1,952
+7
| +0.4% | +$913 | 0.07% | 56 |
|
|
2021
Q4 | $260K | Sell |
1,945
-166
| -8% | -$20.8K | 0.07% | 53 |
|
|
2021
Q3 | $281K | Buy |
2,111
+7
| +0.3% | +$936 | 0.08% | 48 |
|
|
2021
Q2 | $293K | Buy |
2,104
+75
| +4% | +$10.3K | 0.08% | 47 |
|
|
2021
Q1 | $259K | Buy |
2,029
+6
| +0.3% | +$718 | 0.08% | 50 |
|
|
2020
Q4 | $240K | Sell |
2,023
-304
| -13% | -$35.1K | 0.08% | 51 |
|
|
2020
Q3 | $269K | Buy |
2,327
+29
| +1% | +$3.41K | 0.11% | 42 |
|
|
2020
Q2 | $263K | Buy |
2,298
+27
| +1% | +$3.14K | 0.11% | 43 |
|
|
2020
Q1 | $263K | Buy |
2,271
+339
| +18% | +$42.9K | 0.12% | 40 |
|
|
2019
Q4 | $245K | Buy |
1,932
+22
| +1% | +$2.86K | 0.1% | 55 |
|
|
2019
Q3 | $242K | Buy |
1,910
+8
| +0.4% | +$1.08K | 0.1% | 59 |
|
|
2019
Q2 | $252K | Buy |
1,902
+21
| +1% | +$2.76K | 0.12% | 53 |
|
|
2019
Q1 | $258K | Buy |
1,881
+21
| +1% | +$2.68K | 0.12% | 52 |
|
|
2018
Q4 | $239K | Buy |
1,860
+23
| +1% | +$2.76K | 0.12% | 52 |
|
|
2018
Q3 | $217K | Sell |
1,837
-37
| -2% | -$5.17K | 0.13% | 50 |
|
|
2018
Q2 | $250K | Buy |
1,874
+18
| +1% | +$2.51K | 0.17% | 47 |
|
|
2018
Q1 | $272K | Buy |
1,856
+16
| +0.9% | +$2.42K | 0.18% | 47 |
|
|
2017
Q4 | $268K | Buy |
1,840
+42
| +2% | +$6.11K | 0.19% | 47 |
|
|
2017
Q3 | $255K | Buy |
1,798
+18
| +1% | +$2.51K | 0.19% | 52 |
|
|
2017
Q2 | $242K | Sell |
1,780
-743
| -29% | -$112K | 0.21% | 52 |
|
|
2017
Q1 | $369K | Buy |
2,523
+20
| +0.8% | +$3.35K | 0.35% | 35 |
|
|
2016
Q4 | $421K | Buy |
+2,503
| New | +$381K | 0.45% | 30 |
|
Other funds holding IBM
VCM
VPM
Northwest Quadrant Wealth Management's IBM Position: Q1 2026 in Review
Northwest Quadrant Wealth Management reduced its IBM (IBM) stake by 59% in Q1 2026, selling an estimated $360K and leaving 917 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #63.
Northwest Quadrant Wealth Management first reported a position in IBM in Q4 2016 and has held it in 38 quarters since. The position peaked at $681K in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Northwest Quadrant Wealth Management held 917 shares of IBM worth $222K as of Q1 2026.
- Northwest Quadrant Wealth Management sold 1,331 IBM shares in Q1 2026, an estimated $360K.
- IBM made up 0.05% of Northwest Quadrant Wealth Management's portfolio in Q1 2026, its #63 holding.
- Northwest Quadrant Wealth Management first reported a position in IBM in Q4 2016 and has held it in 38 quarters since.
- Northwest Quadrant Wealth Management's IBM position peaked at $681K in Q2 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Northwest Quadrant Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.