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Patten Group’s IBM IBM Stock Holding History

Patten Group’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.77M Sell
7,301
-58
-0.8% -$15.7K 0.31% 97
2025
Q4 		$2.18M Buy
7,359
+53
+0.7% +$15.9K 0.4% 73
2025
Q3 		$2.06M Sell
7,306
-1,753
-19% -$459K 0.4% 75
2025
Q2 		$2.67M Sell
9,059
-265
-3% -$68.3K 0.56% 46
2025
Q1 		$2.32M Sell
9,324
-441
-5% -$108K 0.53% 47
2024
Q4 		$2.15M Sell
9,765
-68
-0.7% -$15.1K 0.48% 58
2024
Q3 		$2.17M Buy
9,833
+392
+4% +$76.9K 0.48% 58
2024
Q2 		$1.63M Hold
9,441
– – 0.39% 72
2024
Q1 		$1.8M Buy
9,441
+222
+2% +$40.5K 0.44% 61
2023
Q4 		$1.51M Buy
9,219
+3,093
+50% +$467K 0.41% 70
2023
Q3 		$859K Sell
6,126
-142
-2% -$20.2K 0.26% 113
2023
Q2 		$839K Sell
6,268
-789
-11% -$102K 0.12% 121
2023
Q1 		$925K Buy
7,057
+642
+10% +$85.9K 0.28% 106
2022
Q4 		$904K Buy
6,415
+1,334
+26% +$184K 0.28% 108
2022
Q3 		$604K Buy
5,081
+337
+7% +$44.2K 0.21% 128
2022
Q2 		$668K Buy
4,744
+253
+6% +$34.1K 0.21% 126
2022
Q1 		$584K Buy
4,491
+304
+7% +$39.6K 0.16% 149
2021
Q4 		$560K Buy
4,187
+2,117
+102% +$266K 0.15% 155
2021
Q3 		$275K Buy
2,070
+1
+0% +$134 0.08% 215
2021
Q2 		$290K Buy
2,069
+168
+9% +$23K 0.09% 216
2021
Q1 		$242K Buy
1,901
+1
+0.1% +$120 0.08% 222
2020
Q4 		$229K Sell
1,900
-504
-21% -$58.2K 0.06% 216
2020
Q3 		$280K Hold
2,404
– – 0.11% 183
2020
Q2 		$277K Sell
2,404
-1
-0% -$116 0.12% 171
2020
Q1 		$255K Sell
2,405
-19
-0.8% -$2.4K 0.13% 158
2019
Q4 		$311K Sell
2,424
-213
-8% -$27.7K 0.12% 170
2019
Q3 		$367K Buy
2,637
+58
+2% +$7.82K 0.15% 146
2019
Q2 		$340K Sell
2,579
-52
-2% -$6.83K 0.14% 151
2019
Q1 		$355K Buy
2,631
+47
+2% +$5.99K 0.15% 138
2018
Q4 		$281K Sell
2,584
-460
-15% -$55.2K 0.13% 140
2018
Q3 		$440K Sell
3,044
-52
-2% -$7.27K 0.17% 129
2018
Q2 		$414K Buy
3,096
+52
+2% +$7.25K 0.17% 126
2018
Q1 		$446K Buy
3,044
+144
+5% +$21.8K 0.18% 124
2017
Q4 		$425K Buy
2,900
+288
+11% +$41.9K 0.17% 132
2017
Q3 		$362K Sell
2,612
-166
-6% -$23.1K 0.15% 143
2017
Q2 		$386K Buy
2,778
+27
+1% +$4.07K 0.16% 142
2017
Q1 		$453K Buy
2,751
+155
+6% +$26K 0.2% 112
2016
Q4 		$440K Buy
2,596
+78
+3% +$11.9K 0.2% 109
2016
Q3 		$370K Buy
2,518
+424
+20% +$64.3K 0.17% 123
2016
Q2 		$304K Buy
2,094
+42
+2% +$6.01K 0.14% 139
2016
Q1 		$297K Sell
2,052
-157
-7% -$20.1K 0.14% 137
2015
Q4 		$291K Sell
2,209
-26
-1% -$3.49K 0.14% 143
2015
Q3 		$310K Hold
2,235
– – 0.16% 131
2015
Q2 		$348K Sell
2,235
-65
-3% -$10.4K 0.17% 131
2015
Q1 		$353K Sell
2,300
-701
-23% -$106K 0.18% 127
2014
Q4 		$460K Buy
+3,001
New +$477K 0.22% 109

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patten Group's IBM Position: Q1 2026 in Review

Patten Group reduced its IBM (IBM) stake by 0.79% in Q1 2026, selling an estimated $15.7K and leaving 7,301 shares worth $1.77M. The position accounts for 0.31% of the portfolio, ranked #97.

Patten Group first reported a position in IBM in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.67M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Patten Group held 7,301 shares of IBM worth $1.77M as of Q1 2026.
  • Patten Group sold 58 IBM shares in Q1 2026, an estimated $15.7K.
  • IBM made up 0.31% of Patten Group's portfolio in Q1 2026, its #97 holding.
  • Patten Group first reported a position in IBM in Q4 2014 and has held it in 46 quarters since.
  • Patten Group's IBM position peaked at $2.67M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.