Richard Bernstein Advisors’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 | $1.93M | Hold |
7,962
| – | – | 0.06% | 81 |
|
|
2025
Q4 | $2.36M | Sell |
7,962
-868
| -10% | -$260K | 0.07% | 53 |
|
|
2025
Q3 | $2.49M | Sell |
8,830
-8,748
| -50% | -$2.29M | 0.07% | 66 |
|
|
2025
Q2 | $5.18M | Sell |
17,578
-1,889
| -10% | -$487K | 0.13% | 66 |
|
|
2025
Q1 | $4.84M | Sell |
19,467
-942
| -5% | -$230K | 0.12% | 63 |
|
|
2024
Q4 | $4.49M | Hold |
20,409
| – | – | 0.1% | 90 |
|
|
2024
Q3 | $4.51M | Buy |
+20,409
| New | +$4M | 0.1% | 89 |
|
|
2023
Q2 | – | Sell |
-24,541
| Closed | -$3.22M | – | 191 |
|
|
2023
Q1 | $3.22M | Hold |
24,541
| – | – | 0.07% | 111 |
|
|
2022
Q4 | $3.46M | Sell |
24,541
-5,233
| -18% | -$722K | 0.08% | 108 |
|
|
2022
Q3 | $3.54M | Sell |
29,774
-4,908
| -14% | -$644K | 0.09% | 108 |
|
|
2022
Q2 | $4.9M | Hold |
34,682
| – | – | 0.11% | 85 |
|
|
2022
Q1 | $4.54M | Buy |
+34,682
| New | +$4.52M | 0.09% | 110 |
|
|
2019
Q2 | – | Sell |
-40,832
| Closed | -$5.51M | – | 250 |
|
|
2019
Q1 | $5.51M | Sell |
40,832
-21,864
| -35% | -$2.79M | 0.18% | 88 |
|
|
2018
Q4 | $6.81M | Hold |
62,696
| – | – | 0.25% | 59 |
|
|
2018
Q3 | $9.06M | Buy |
62,696
+10,948
| +21% | +$1.53M | 0.26% | 59 |
|
|
2018
Q2 | $6.91M | Buy |
51,748
+2,696
| +5% | +$376K | 0.22% | 70 |
|
|
2018
Q1 | $7.2M | Hold |
49,052
| – | – | 0.26% | 67 |
|
|
2017
Q4 | $7.2M | Buy |
49,052
+5,085
| +12% | +$739K | 0.32% | 66 |
|
|
2017
Q3 | $6.1M | Hold |
43,967
| – | – | 0.42% | 67 |
|
|
2017
Q2 | $6.47M | Buy |
43,967
+7,406
| +20% | +$1.12M | 0.49% | 52 |
|
|
2017
Q1 | $6.09M | Hold |
36,561
| – | – | 0.47% | 59 |
|
|
2016
Q4 | $5.8M | Hold |
36,561
| – | – | 0.49% | 58 |
|
|
2016
Q3 | $5.55M | Sell |
36,561
-9,832
| -21% | -$1.49M | 0.53% | 43 |
|
|
2016
Q2 | $6.73M | Hold |
46,393
| – | – | 0.64% | 36 |
|
|
2016
Q1 | $6.72M | Sell |
46,393
-1,736
| -4% | -$222K | 0.67% | 33 |
|
|
2015
Q4 | $6.33M | Hold |
48,129
| – | – | 0.81% | 36 |
|
|
2015
Q3 | $6.67M | Hold |
48,129
| – | – | 0.91% | 25 |
|
|
2015
Q2 | $7.48M | Buy |
48,129
+4,064
| +9% | +$653K | 0.9% | 19 |
|
|
2015
Q1 | $6.76M | Hold |
44,065
| – | – | 0.89% | 26 |
|
|
2014
Q4 | $6.76M | Buy |
44,065
+7,014
| +19% | +$1.12M | 0.7% | 34 |
|
|
2014
Q3 | $6.72M | Hold |
37,051
| – | – | 0.71% | 32 |
|
|
2014
Q2 | $6.42M | Hold |
37,051
| – | – | 0.76% | 20 |
|
|
2014
Q1 | $6.82M | Buy |
37,051
+8,309
| +29% | +$1.46M | 0.97% | 15 |
|
|
2013
Q4 | $5.15M | Buy |
28,742
+6,978
| +32% | +$1.2M | 1.04% | 13 |
|
|
2013
Q3 | $3.85M | Hold |
21,764
| – | – | 1.14% | 7 |
|
|
2013
Q2 | $3.98M | Buy |
+21,764
| New | +$4.24M | 1.31% | 6 |
|
Other funds holding IBM
VCM
VPM
Richard Bernstein Advisors's IBM Position: Q1 2026 in Review
Richard Bernstein Advisors held its IBM (IBM) position steady in Q1 2026 at 7,962 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #81.
Richard Bernstein Advisors first reported a position in IBM in Q2 2013 and has held it in 36 quarters since. The position peaked at $9.06M in Q3 2018. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Richard Bernstein Advisors held 7,962 shares of IBM worth $1.93M as of Q1 2026.
- Richard Bernstein Advisors left its IBM share count unchanged in Q1 2026.
- IBM made up 0.06% of Richard Bernstein Advisors's portfolio in Q1 2026, its #81 holding.
- Richard Bernstein Advisors first reported a position in IBM in Q2 2013 and has held it in 36 quarters since.
- Richard Bernstein Advisors's IBM position peaked at $9.06M in Q3 2018.
- 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.