Ridgewood Investments’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 | $243K | Buy |
+1,004
| New | +$272K | 0.1% | 192 |
|
|
2025
Q3 | $371K | Hold |
1,316
| – | – | 0.16% | 155 |
|
|
2025
Q2 | $388K | Sell |
1,316
-2,032
| -61% | -$524K | 0.17% | 140 |
|
|
2025
Q1 | $833K | Sell |
3,348
-1,325
| -28% | -$324K | 0.39% | 77 |
|
|
2024
Q4 | $1.03M | Sell |
4,673
-1,177
| -20% | -$262K | 0.5% | 64 |
|
|
2024
Q3 | $1.29M | Sell |
5,850
-1,222
| -17% | -$240K | 0.65% | 42 |
|
|
2024
Q2 | $1.22M | Sell |
7,072
-84
| -1% | -$14.6K | 0.61% | 43 |
|
|
2024
Q1 | $1.37M | Sell |
7,156
-1,185
| -14% | -$216K | 0.72% | 39 |
|
|
2023
Q4 | $1.36M | Sell |
8,341
-1,581
| -16% | -$239K | 0.81% | 29 |
|
|
2023
Q3 | $1.39M | Sell |
9,922
-955
| -9% | -$136K | 0.91% | 24 |
|
|
2023
Q2 | $1.46M | Buy |
10,877
+1,158
| +12% | +$149K | 0.83% | 19 |
|
|
2023
Q1 | $1.27M | Buy |
9,719
+496
| +5% | +$66.4K | 0.78% | 24 |
|
|
2022
Q4 | $1.3M | Buy |
9,223
+20
| +0.2% | +$2.76K | 0.92% | 18 |
|
|
2022
Q3 | $1.09M | Buy |
9,203
+2,341
| +34% | +$307K | 0.91% | 22 |
|
|
2022
Q2 | $969K | Buy |
6,862
+213
| +3% | +$28.7K | 0.76% | 35 |
|
|
2022
Q1 | $864K | Buy |
6,649
+538
| +9% | +$70.2K | 0.57% | 52 |
|
|
2021
Q4 | $817K | Buy |
6,111
+316
| +5% | +$39.6K | 0.52% | 65 |
|
|
2021
Q3 | $770K | Sell |
5,795
-69
| -1% | -$9.22K | 0.52% | 63 |
|
|
2021
Q2 | $822K | Sell |
5,864
-487
| -8% | -$66.6K | 0.53% | 65 |
|
|
2021
Q1 | $809K | Buy |
6,351
+258
| +4% | +$30.9K | 0.5% | 70 |
|
|
2020
Q4 | $709K | Hold |
6,093
| – | – | 0.56% | 53 |
|
|
2020
Q3 | $709K | Buy |
6,093
+149
| +3% | +$17.5K | 0.56% | 54 |
|
|
2020
Q2 | $686K | Buy |
5,944
+1,090
| +22% | +$127K | 0.57% | 50 |
|
|
2020
Q1 | $515K | Sell |
4,854
-3,706
| -43% | -$469K | 0.52% | 59 |
|
|
2019
Q4 | $1.1M | Buy |
8,560
+2,101
| +33% | +$273K | 0.78% | 27 |
|
|
2019
Q3 | $898K | Sell |
6,459
-9
| -0.1% | -$1.21K | 0.7% | 37 |
|
|
2019
Q2 | $853K | Buy |
6,468
+198
| +3% | +$26K | 0.67% | 36 |
|
|
2019
Q1 | $846K | Sell |
6,270
-388
| -6% | -$49.5K | 0.7% | 36 |
|
|
2018
Q4 | $962K | Hold |
6,658
| – | – | 0.77% | 31 |
|
|
2018
Q3 | $962K | Sell |
6,658
-209
| -3% | -$29.2K | 0.77% | 31 |
|
|
2018
Q2 | $917K | Sell |
6,867
-124
| -2% | -$17.3K | 0.82% | 29 |
|
|
2018
Q1 | $1.03M | Sell |
6,991
-49
| -0.7% | -$7.41K | 0.94% | 18 |
|
|
2017
Q4 | $1.03M | Buy |
7,040
+163
| +2% | +$23.7K | 0.92% | 20 |
|
|
2017
Q3 | $954K | Buy |
6,877
+774
| +13% | +$108K | 0.91% | 22 |
|
|
2017
Q2 | $898K | Buy |
6,103
+473
| +8% | +$71.3K | 0.9% | 22 |
|
|
2017
Q1 | $937K | Sell |
5,630
-117
| -2% | -$19.6K | 1.01% | 21 |
|
|
2016
Q4 | $912K | Buy |
+5,747
| New | +$875K | 1.07% | 20 |
|
Other funds holding IBM
VCM
VPM
Ridgewood Investments's IBM Position: Q1 2026 in Review
Ridgewood Investments opened a new position in IBM (IBM) in Q1 2026: 1,004 shares worth $243K. The stake represents 0.1% of the portfolio and ranks #192 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in IBM as recently as Q3 2025.
Ridgewood Investments first reported a position in IBM in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.46M in Q2 2023. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Ridgewood Investments held 1,004 shares of IBM worth $243K as of Q1 2026.
- IBM was a new Ridgewood Investments position in Q1 2026.
- IBM made up 0.1% of Ridgewood Investments's portfolio in Q1 2026, its #192 holding.
- Ridgewood Investments first reported a position in IBM in Q4 2016 and has held it in 37 quarters since.
- Ridgewood Investments's IBM position peaked at $1.46M in Q2 2023.
- 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.