Roundview Capital’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 | $1.36M | Buy |
5,603
+1,766
| +46% | +$478K | 0.08% | 191 |
|
|
2025
Q4 | $1.14M | Buy |
3,837
+524
| +16% | +$157K | 0.07% | 198 |
|
|
2025
Q3 | $935K | Buy |
3,313
+94
| +3% | +$24.6K | 0.06% | 224 |
|
|
2025
Q2 | $949K | Buy |
3,219
+831
| +35% | +$214K | 0.06% | 218 |
|
|
2025
Q1 | $594K | Buy |
2,388
+54
| +2% | +$13.2K | 0.04% | 246 |
|
|
2024
Q4 | $513K | Buy |
2,334
+242
| +12% | +$53.9K | 0.04% | 270 |
|
|
2024
Q3 | $462K | Buy |
2,092
+164
| +9% | +$32.2K | 0.03% | 279 |
|
|
2024
Q2 | $333K | Sell |
1,928
-577
| -23% | -$100K | 0.03% | 284 |
|
|
2024
Q1 | $478K | Buy |
+2,505
| New | +$457K | 0.04% | 260 |
|
|
2022
Q3 | – | Sell |
-1,690
| Closed | -$239K | – | 280 |
|
|
2022
Q2 | $239K | Buy |
1,690
+128
| +8% | +$17.3K | 0.03% | 259 |
|
|
2022
Q1 | $203K | Buy |
+1,562
| New | +$204K | 0.02% | 288 |
|
|
2018
Q4 | – | Sell |
-9,520
| Closed | -$1.38M | – | 212 |
|
|
2018
Q3 | $1.38M | Sell |
9,520
-146
| -2% | -$20.4K | 0.34% | 92 |
|
|
2018
Q2 | $1.29M | Sell |
9,666
-21
| -0.2% | -$2.93K | 0.34% | 89 |
|
|
2018
Q1 | $1.42M | Sell |
9,687
-384
| -4% | -$58.1K | 0.4% | 80 |
|
|
2017
Q4 | $1.48M | Buy |
10,071
+936
| +10% | +$136K | 0.38% | 85 |
|
|
2017
Q3 | $1.27M | Sell |
9,135
-1,689
| -16% | -$235K | 0.36% | 87 |
|
|
2017
Q2 | $1.59M | Sell |
10,824
-3,180
| -23% | -$479K | 0.46% | 72 |
|
|
2017
Q1 | $2.33M | Buy |
14,004
+487
| +4% | +$81.7K | 0.72% | 38 |
|
|
2016
Q4 | $2.15M | Buy |
13,517
+5,413
| +67% | +$825K | 0.69% | 42 |
|
|
2016
Q3 | $1.23M | Buy |
8,104
+308
| +4% | +$46.7K | 0.44% | 73 |
|
|
2016
Q2 | $1.13M | Sell |
7,796
-13,656
| -64% | -$1.95M | 0.42% | 75 |
|
|
2016
Q1 | $3.11M | Buy |
21,452
+3,257
| +18% | +$416K | 1.16% | 19 |
|
|
2015
Q4 | $2.39M | Sell |
18,195
-468
| -3% | -$62.9K | 0.95% | 24 |
|
|
2015
Q3 | $2.59M | Buy |
18,663
+1,559
| +9% | +$230K | 1.11% | 21 |
|
|
2015
Q2 | $2.66M | Buy |
17,104
+6,626
| +63% | +$1.07M | 1% | 24 |
|
|
2015
Q1 | $1.61M | Buy |
10,478
+2,518
| +32% | +$382K | 0.64% | 52 |
|
|
2014
Q4 | $1.22M | Sell |
7,960
-37
| -0.5% | -$5.89K | 0.5% | 69 |
|
|
2014
Q3 | $1.45M | Sell |
7,997
-104
| -1% | -$18.9K | 0.65% | 51 |
|
|
2014
Q2 | $1.4M | Sell |
8,101
-334
| -4% | -$60.1K | 0.57% | 63 |
|
|
2014
Q1 | $1.55M | Buy |
8,435
+26
| +0.3% | +$4.58K | 0.75% | 46 |
|
|
2013
Q4 | $1.51M | Sell |
8,409
-314
| -4% | -$54.1K | 0.69% | 54 |
|
|
2013
Q3 | $1.54M | Sell |
8,723
-6,846
| -44% | -$1.24M | 0.8% | 41 |
|
|
2013
Q2 | $2.84M | Buy |
+15,569
| New | +$3.03M | 1.78% | 10 |
|
Other funds holding IBM
VCM
VPM
Roundview Capital's IBM Position: Q1 2026 in Review
Roundview Capital increased its IBM (IBM) stake by 46% in Q1 2026, buying an estimated $478K and bringing the position to 5,603 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #191.
Roundview Capital first reported a position in IBM in Q2 2013 and has held it in 33 quarters since. The position peaked at $3.11M in Q1 2016. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Roundview Capital held 5,603 shares of IBM worth $1.36M as of Q1 2026.
- Roundview Capital bought 1,766 IBM shares in Q1 2026, an estimated $478K.
- IBM made up 0.08% of Roundview Capital's portfolio in Q1 2026, its #191 holding.
- Roundview Capital first reported a position in IBM in Q2 2013 and has held it in 33 quarters since.
- Roundview Capital's IBM position peaked at $3.11M in Q1 2016.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.