Patten & Patten’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 | $1.59M | Buy |
6,579
+40
| +0.6% | +$10.8K | 0.1% | 148 |
|
|
2025
Q4 | $1.94M | Buy |
6,539
+315
| +5% | +$94.3K | 0.11% | 132 |
|
|
2025
Q3 | $1.76M | Sell |
6,224
-70
| -1% | -$18.3K | 0.1% | 140 |
|
|
2025
Q2 | $1.86M | Sell |
6,294
-337
| -5% | -$86.8K | 0.12% | 128 |
|
|
2025
Q1 | $1.65M | Buy |
6,631
+436
| +7% | +$107K | 0.11% | 127 |
|
|
2024
Q4 | $1.36M | Sell |
6,195
-30
| -0.5% | -$6.68K | 0.09% | 149 |
|
|
2024
Q3 | $1.38M | Sell |
6,225
-164
| -3% | -$32.2K | 0.09% | 148 |
|
|
2024
Q2 | $1.1M | Sell |
6,389
-183
| -3% | -$31.8K | 0.08% | 154 |
|
|
2024
Q1 | $1.25M | Buy |
6,572
+468
| +8% | +$85.4K | 0.09% | 151 |
|
|
2023
Q4 | $998K | Buy |
6,104
+127
| +2% | +$19.2K | 0.08% | 148 |
|
|
2023
Q3 | $839K | Buy |
5,977
+1,005
| +20% | +$143K | 0.07% | 156 |
|
|
2023
Q2 | $665K | Buy |
4,972
+64
| +1% | +$8.26K | 0.06% | 175 |
|
|
2023
Q1 | $643K | Sell |
4,908
-33
| -0.7% | -$4.42K | 0.06% | 176 |
|
|
2022
Q4 | $696K | Sell |
4,941
-371
| -7% | -$51.2K | 0.06% | 170 |
|
|
2022
Q3 | $631K | Sell |
5,312
-570
| -10% | -$74.8K | 0.06% | 176 |
|
|
2022
Q2 | $830K | Buy |
5,882
+100
| +2% | +$13.5K | 0.07% | 161 |
|
|
2022
Q1 | $752K | Sell |
5,782
-59
| -1% | -$7.69K | 0.05% | 176 |
|
|
2021
Q4 | $781K | Sell |
5,841
-207
| -3% | -$26K | 0.05% | 171 |
|
|
2021
Q3 | $803K | Sell |
6,048
-555
| -8% | -$74.2K | 0.06% | 168 |
|
|
2021
Q2 | $925K | Sell |
6,603
-1,151
| -15% | -$157K | 0.07% | 162 |
|
|
2021
Q1 | $988K | Sell |
7,754
-952
| -11% | -$114K | 0.08% | 145 |
|
|
2020
Q4 | $1.05M | Buy |
8,706
+583
| +7% | +$67.4K | 0.09% | 139 |
|
|
2020
Q3 | $945K | Buy |
8,123
+889
| +12% | +$105K | 0.09% | 136 |
|
|
2020
Q2 | $835K | Sell |
7,234
-476
| -6% | -$55.3K | 0.09% | 140 |
|
|
2020
Q1 | $818K | Buy |
7,710
+460
| +6% | +$58.2K | 0.11% | 128 |
|
|
2019
Q4 | $929K | Sell |
7,250
-331
| -4% | -$43K | 0.09% | 140 |
|
|
2019
Q3 | $1.05M | Sell |
7,581
-147
| -2% | -$19.8K | 0.12% | 125 |
|
|
2019
Q2 | $1.02M | Buy |
7,728
+162
| +2% | +$21.3K | 0.11% | 129 |
|
|
2019
Q1 | $1.02M | Sell |
7,566
-321
| -4% | -$40.9K | 0.11% | 125 |
|
|
2018
Q4 | $857K | Sell |
7,887
-3,760
| -32% | -$451K | 0.11% | 132 |
|
|
2018
Q3 | $1.68M | Sell |
11,647
-2,338
| -17% | -$327K | 0.17% | 102 |
|
|
2018
Q2 | $1.87M | Sell |
13,985
-4,351
| -24% | -$607K | 0.19% | 102 |
|
|
2018
Q1 | $2.69M | Buy |
18,336
+538
| +3% | +$81.4K | 0.27% | 85 |
|
|
2017
Q4 | $2.61M | Sell |
17,798
-3,559
| -17% | -$518K | 0.26% | 90 |
|
|
2017
Q3 | $2.96M | Sell |
21,357
-9,118
| -30% | -$1.27M | 0.31% | 79 |
|
|
2017
Q2 | $4.48M | Sell |
30,475
-24,674
| -45% | -$3.72M | 0.5% | 59 |
|
|
2017
Q1 | $9.18M | Buy |
55,149
+1,401
| +3% | +$235K | 1.06% | 29 |
|
|
2016
Q4 | $8.53M | Buy |
53,748
+33,128
| +161% | +$5.05M | 1.05% | 30 |
|
|
2016
Q3 | $3.13M | Buy |
20,620
+12,587
| +157% | +$1.91M | 0.4% | 68 |
|
|
2016
Q2 | $1.17M | Buy |
8,033
+285
| +4% | +$40.8K | 0.16% | 105 |
|
|
2016
Q1 | $1.12M | Buy |
7,748
+27
| +0.3% | +$3.45K | 0.16% | 100 |
|
|
2015
Q4 | $1.02M | Sell |
7,721
-1,607
| -17% | -$216K | 0.14% | 109 |
|
|
2015
Q3 | $1.29M | Sell |
9,328
-888
| -9% | -$131K | 0.2% | 94 |
|
|
2015
Q2 | $1.59M | Sell |
10,216
-174
| -2% | -$28K | 0.23% | 95 |
|
|
2015
Q1 | $1.59M | Sell |
10,390
-88
| -0.8% | -$13.3K | 0.23% | 95 |
|
|
2014
Q4 | $1.61M | Sell |
10,478
-76
| -0.7% | -$12.1K | 0.24% | 87 |
|
|
2014
Q3 | $1.92M | Sell |
10,554
-15
| -0.1% | -$2.73K | 0.3% | 81 |
|
|
2014
Q2 | $1.83M | Sell |
10,569
-6,510
| -38% | -$1.17M | 0.3% | 80 |
|
|
2014
Q1 | $3.14M | Sell |
17,079
-3,062
| -15% | -$539K | 0.43% | 69 |
|
|
2013
Q4 | $3.61M | Sell |
20,141
-658
| -3% | -$113K | 0.5% | 65 |
|
|
2013
Q3 | $3.68M | Sell |
20,799
-793
| -4% | -$144K | 0.57% | 61 |
|
|
2013
Q2 | $3.94M | Buy |
+21,592
| New | +$4.2M | 0.65% | 55 |
|
Other funds holding IBM
VCM
VPM
Patten & Patten's IBM Position: Q1 2026 in Review
Patten & Patten increased its IBM (IBM) stake by 0.61% in Q1 2026, buying an estimated $10.8K and bringing the position to 6,579 shares worth $1.59M. The position accounts for 0.1% of the portfolio, ranked #148.
Patten & Patten first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.18M in Q1 2017. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Patten & Patten held 6,579 shares of IBM worth $1.59M as of Q1 2026.
- Patten & Patten bought 40 IBM shares in Q1 2026, an estimated $10.8K.
- IBM made up 0.1% of Patten & Patten's portfolio in Q1 2026, its #148 holding.
- Patten & Patten first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Patten & Patten's IBM position peaked at $9.18M in Q1 2017.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.