Proficio Capital Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.15M | Buy |
+14,758
| New | +$3.72M | 0.15% | 103 |
|
|
2026
Q1 | – | Sell |
-1,741
| Closed | -$516K | – | 261 |
|
|
2025
Q4 | $516K | Sell |
1,741
-71
| -4% | -$21.3K | 0.04% | 159 |
|
|
2025
Q3 | $511K | Sell |
1,812
-2,765
| -60% | -$724K | 0.04% | 128 |
|
|
2025
Q2 | $1.35M | Buy |
4,577
+242
| +6% | +$62.3K | 0.08% | 131 |
|
|
2025
Q1 | $1.08M | Buy |
4,335
+1,649
| +61% | +$403K | 0.08% | 127 |
|
|
2024
Q4 | $591K | Buy |
2,686
+1,206
| +81% | +$269K | 0.05% | 167 |
|
|
2024
Q3 | $327K | Sell |
1,480
-645
| -30% | -$126K | 0.03% | 202 |
|
|
2024
Q2 | $368K | Buy |
2,125
+51
| +2% | +$8.86K | 0.04% | 215 |
|
|
2024
Q1 | $396K | Buy |
2,074
+96
| +5% | +$17.5K | 0.04% | 201 |
|
|
2023
Q4 | $323K | Buy |
1,978
+315
| +19% | +$47.6K | 0.04% | 210 |
|
|
2023
Q3 | $233K | Buy |
+1,663
| New | +$237K | 0.03% | 261 |
|
|
2023
Q2 | – | Sell |
-1,582
| Closed | -$207K | – | 304 |
|
|
2023
Q1 | $207K | Sell |
1,582
-267
| -14% | -$35.7K | 0.03% | 270 |
|
|
2022
Q4 | $260K | Buy |
+1,849
| New | +$255K | 0.05% | 222 |
|
|
2022
Q1 | – | Sell |
-1,495
| Closed | -$200K | – | 308 |
|
|
2021
Q4 | $200K | Buy |
+1,495
| New | +$188K | 0.03% | 297 |
|
|
2021
Q3 | – | Sell |
-1,557
| Closed | -$218K | – | 315 |
|
|
2021
Q2 | $218K | Buy |
+1,557
| New | +$213K | 0.03% | 280 |
|
|
2019
Q3 | – | Sell |
-757
| Closed | -$100K | – | 779 |
|
|
2019
Q2 | $100K | Sell |
757
-843
| -53% | -$111K | 0.03% | 208 |
|
|
2019
Q1 | $216K | Buy |
1,600
+1,201
| +301% | +$153K | 0.08% | 123 |
|
|
2018
Q4 | $43K | Sell |
399
-293
| -42% | -$35.2K | 0.02% | 328 |
|
|
2018
Q3 | $100K | Sell |
692
-159
| -19% | -$22.2K | 0.03% | 202 |
|
|
2018
Q2 | $114K | Sell |
851
-91
| -10% | -$12.7K | 0.05% | 189 |
|
|
2018
Q1 | $138K | Buy |
942
+40
| +4% | +$6.05K | 0.04% | 168 |
|
|
2017
Q4 | $132K | Buy |
902
+79
| +10% | +$11.5K | 0.04% | 171 |
|
|
2017
Q3 | $114K | Buy |
823
+28
| +4% | +$3.9K | 0.05% | 225 |
|
|
2017
Q2 | $110K | Sell |
795
-208
| -21% | -$31.4K | 0.05% | 234 |
|
|
2017
Q1 | $146K | Buy |
1,003
+461
| +85% | +$77.3K | 0.06% | 194 |
|
|
2016
Q4 | $86K | Buy |
542
+22
| +4% | +$3.35K | 0.04% | 196 |
|
|
2016
Q3 | $79K | Hold |
520
| – | – | 0.05% | 201 |
|
|
2016
Q2 | $80K | Buy |
520
+335
| +181% | +$48K | 0.05% | 200 |
|
|
2016
Q1 | $27K | Buy |
185
+16
| +9% | +$2.04K | 0.02% | 298 |
|
|
2015
Q4 | $22K | Buy |
+169
| New | +$22.7K | 0.02% | 183 |
|
Other funds holding IBM
Proficio Capital Partners's IBM Position: Q2 2026 in Review
Proficio Capital Partners opened a new position in IBM (IBM) in Q2 2026: 14,758 shares worth $4.15M. The stake represents 0.15% of the portfolio and ranks #103 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in IBM as recently as Q4 2025.
Proficio Capital Partners first reported a position in IBM in Q4 2015 and has held it in 30 quarters since. 3,630 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Proficio Capital Partners held 14,758 shares of IBM worth $4.15M as of Q2 2026.
- IBM was a new Proficio Capital Partners position in Q2 2026.
- IBM made up 0.15% of Proficio Capital Partners's portfolio in Q2 2026, its #103 holding.
- Proficio Capital Partners first reported a position in IBM in Q4 2015 and has held it in 30 quarters since.
- 3,630 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.