Quadrant Private 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 | $5.14M | Buy |
21,193
+8,435
| +66% | +$2.28M | 0.79% | 29 |
|
|
2025
Q4 | $3.78M | Buy |
12,758
+156
| +1% | +$46.7K | 0.62% | 42 |
|
|
2025
Q3 | $3.56M | Buy |
12,602
+10,813
| +604% | +$2.83M | 0.65% | 39 |
|
|
2025
Q2 | $527K | Buy |
1,789
+15
| +0.8% | +$3.87K | 0.11% | 146 |
|
|
2025
Q1 | $441K | Sell |
1,774
-422
| -19% | -$103K | 0.11% | 151 |
|
|
2024
Q4 | $483K | Sell |
2,196
-398
| -15% | -$88.6K | 0.12% | 150 |
|
|
2024
Q3 | $574K | Buy |
2,594
+382
| +17% | +$74.9K | 0.14% | 135 |
|
|
2024
Q2 | $383K | Sell |
2,212
-260
| -11% | -$45.2K | 0.09% | 164 |
|
|
2024
Q1 | $472K | Buy |
2,472
+120
| +5% | +$21.9K | 0.12% | 143 |
|
|
2023
Q4 | $385K | Sell |
2,352
-300
| -11% | -$45.3K | 0.11% | 155 |
|
|
2023
Q3 | $372K | Sell |
2,652
-400
| -13% | -$56.9K | 0.13% | 142 |
|
|
2023
Q2 | $408K | Sell |
3,052
-12
| -0.4% | -$1.55K | 0.12% | 151 |
|
|
2023
Q1 | $402K | Buy |
3,064
+731
| +31% | +$97.8K | 0.13% | 142 |
|
|
2022
Q4 | $329K | Buy |
+2,333
| New | +$322K | 0.11% | 163 |
|
|
2022
Q2 | $358K | Sell |
2,533
-306
| -11% | -$41.3K | 0.15% | 129 |
|
|
2022
Q1 | $369K | Sell |
2,839
-112
| -4% | -$14.6K | 0.14% | 145 |
|
|
2021
Q4 | $394K | Sell |
2,951
-938
| -24% | -$118K | 0.15% | 141 |
|
|
2021
Q3 | $517K | Sell |
3,889
-314
| -7% | -$42K | 0.21% | 102 |
|
|
2021
Q2 | $589K | Sell |
4,203
-261
| -6% | -$35.7K | 0.24% | 93 |
|
|
2021
Q1 | $569K | Sell |
4,464
-1,094
| -20% | -$131K | 0.25% | 91 |
|
|
2020
Q4 | $669K | Sell |
5,558
-61
| -1% | -$7.05K | 0.3% | 78 |
|
|
2020
Q3 | $654K | Sell |
5,619
-1,466
| -21% | -$173K | 0.33% | 76 |
|
|
2020
Q2 | $818K | Sell |
7,085
-104
| -1% | -$12.1K | 0.47% | 56 |
|
|
2020
Q1 | $762K | Buy |
7,189
+2,377
| +49% | +$301K | 0.64% | 42 |
|
|
2019
Q4 | $617K | Sell |
4,812
-919
| -16% | -$119K | 0.55% | 44 |
|
|
2019
Q3 | $797K | Sell |
5,731
-6
| -0.1% | -$809 | 0.73% | 30 |
|
|
2019
Q2 | $756K | Hold |
5,737
| – | – | 0.69% | 33 |
|
|
2019
Q1 | $774K | Buy |
5,737
+544
| +10% | +$69.3K | 0.71% | 32 |
|
|
2018
Q4 | $564K | Buy |
5,193
+910
| +21% | +$109K | 0.6% | 41 |
|
|
2018
Q3 | $619K | Buy |
4,283
+627
| +17% | +$87.6K | 0.55% | 41 |
|
|
2018
Q2 | $488K | Buy |
3,656
+485
| +15% | +$67.6K | 0.48% | 44 |
|
|
2018
Q1 | $465K | Buy |
3,171
+281
| +10% | +$42.5K | 0.61% | 39 |
|
|
2017
Q4 | $424K | Buy |
+2,890
| New | +$420K | 0.44% | 48 |
|
Other funds holding IBM
VCM
VPM
Quadrant Private Wealth Management's IBM Position: Q1 2026 in Review
Quadrant Private Wealth Management increased its IBM (IBM) stake by 66% in Q1 2026, buying an estimated $2.28M and bringing the position to 21,193 shares worth $5.14M. The position accounts for 0.79% of the portfolio, ranked #29.
Quadrant Private Wealth Management first reported a position in IBM in Q4 2017 and has held it in 33 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Quadrant Private Wealth Management held 21,193 shares of IBM worth $5.14M as of Q1 2026.
- Quadrant Private Wealth Management bought 8,435 IBM shares in Q1 2026, an estimated $2.28M.
- IBM made up 0.79% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #29 holding.
- Quadrant Private Wealth Management first reported a position in IBM in Q4 2017 and has held it in 33 quarters since.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.