Peninsula Asset 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 | $2.82M | Buy |
11,650
+732
| +7% | +$198K | 1.44% | 24 |
|
|
2025
Q4 | $3.23M | Sell |
10,918
-197
| -2% | -$59K | 1.66% | 23 |
|
|
2025
Q3 | $3.14M | Buy |
11,115
+135
| +1% | +$35.3K | 1.61% | 24 |
|
|
2025
Q2 | $3.24M | Sell |
10,980
-206
| -2% | -$53.1K | 1.71% | 21 |
|
|
2025
Q1 | $2.78M | Buy |
+11,186
| New | +$2.74M | 1.54% | 24 |
|
|
2020
Q4 | – | Sell |
-19,110
| Closed | -$2.22M | – | 47 |
|
|
2020
Q3 | $2.22M | Sell |
19,110
-142
| -0.7% | -$16.7K | 1.49% | 31 |
|
|
2020
Q2 | $2.22M | Buy |
19,252
+4,866
| +34% | +$565K | 1.59% | 29 |
|
|
2020
Q1 | $1.53M | Buy |
14,386
+1,771
| +14% | +$224K | 1.26% | 32 |
|
|
2019
Q4 | $1.62M | Sell |
12,615
-120
| -0.9% | -$15.6K | 1.07% | 35 |
|
|
2019
Q3 | $1.77M | Buy |
12,735
+314
| +3% | +$42.4K | 1.21% | 34 |
|
|
2019
Q2 | $1.64M | Sell |
12,421
-115
| -0.9% | -$15.1K | 1.16% | 34 |
|
|
2019
Q1 | $1.69M | Buy |
12,536
+1,138
| +10% | +$145K | 1.22% | 34 |
|
|
2018
Q4 | $1.24M | Sell |
11,398
-2,495
| -18% | -$299K | 1.03% | 35 |
|
|
2018
Q3 | $2.01M | Buy |
13,893
+157
| +1% | +$21.9K | 1.38% | 30 |
|
|
2018
Q2 | $1.83M | Sell |
13,736
-50
| -0.4% | -$6.97K | 1.33% | 32 |
|
|
2018
Q1 | $2.02M | Buy |
13,786
+272
| +2% | +$41.2K | 1.48% | 31 |
|
|
2017
Q4 | $1.98M | Sell |
13,514
-372
| -3% | -$54.1K | 1.47% | 29 |
|
|
2017
Q3 | $1.93M | Sell |
13,886
-340
| -2% | -$47.4K | 1.41% | 33 |
|
|
2017
Q2 | $2.09M | Sell |
14,226
-263
| -2% | -$39.6K | 1.57% | 29 |
|
|
2017
Q1 | $2.41M | Buy |
14,489
+279
| +2% | +$46.8K | 1.86% | 25 |
|
|
2016
Q4 | $2.25M | Sell |
14,210
-66
| -0.5% | -$10.1K | 1.83% | 26 |
|
|
2016
Q3 | $2.17M | Buy |
14,276
+725
| +5% | +$110K | 1.67% | 29 |
|
|
2016
Q2 | $1.97M | Buy |
13,551
+748
| +6% | +$107K | 1.62% | 30 |
|
|
2016
Q1 | $1.85M | Sell |
12,803
-70
| -0.5% | -$8.94K | 1.57% | 32 |
|
|
2015
Q4 | $1.69M | Sell |
12,873
-730
| -5% | -$98.1K | 1.48% | 30 |
|
|
2015
Q3 | $1.89M | Buy |
13,603
+432
| +3% | +$63.8K | 1.57% | 31 |
|
|
2015
Q2 | $2.05M | Buy |
13,171
+397
| +3% | +$63.8K | 1.68% | 31 |
|
|
2015
Q1 | $2.09M | Buy |
12,774
+434
| +4% | +$65.8K | 1.68% | 31 |
|
|
2014
Q4 | $1.89M | Sell |
12,340
-397
| -3% | -$63.2K | 1.55% | 34 |
|
|
2014
Q3 | $2.31M | Buy |
12,737
+246
| +2% | +$44.8K | 1.93% | 26 |
|
|
2014
Q2 | $2.17M | Sell |
12,491
-207
| -2% | -$37.3K | 1.78% | 28 |
|
|
2014
Q1 | $2.34M | Sell |
12,698
-103
| -0.8% | -$18.1K | 1.91% | 25 |
|
|
2013
Q4 | $2.29M | Buy |
12,801
+66
| +0.5% | +$11.4K | 1.85% | 26 |
|
|
2013
Q3 | $2.25M | Sell |
12,735
-204
| -2% | -$37.1K | 2.03% | 21 |
|
|
2013
Q2 | $2.36M | Buy |
+12,939
| New | +$2.52M | 2.21% | 13 |
|
Other funds holding IBM
VCM
VPM
Peninsula Asset Management's IBM Position: Q1 2026 in Review
Peninsula Asset Management increased its IBM (IBM) stake by 6.7% in Q1 2026, buying an estimated $198K and bringing the position to 11,650 shares worth $2.82M. The position accounts for 1.44% of the portfolio, ranked #24.
Peninsula Asset Management first reported a position in IBM in Q2 2013 and has held it in 35 quarters since. The position peaked at $3.24M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Peninsula Asset Management held 11,650 shares of IBM worth $2.82M as of Q1 2026.
- Peninsula Asset Management bought 732 IBM shares in Q1 2026, an estimated $198K.
- IBM made up 1.44% of Peninsula Asset Management's portfolio in Q1 2026, its #24 holding.
- Peninsula Asset Management first reported a position in IBM in Q2 2013 and has held it in 35 quarters since.
- Peninsula Asset Management's IBM position peaked at $3.24M in Q2 2025.
- 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Peninsula Asset Management's 13F filing for Q1 2026, filed 5 May 2026.