Saratoga Research & Investment 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
Q2 | $738K | Sell |
2,624
-109
| -4% | -$27.5K | 0.04% | 34 |
|
|
2026
Q1 | $662K | Hold |
2,733
| – | – | 0.04% | 33 |
|
|
2025
Q4 | $810K | Sell |
2,733
-5
| -0.2% | -$1.5K | 0.04% | 36 |
|
|
2025
Q3 | $773K | Hold |
2,738
| – | – | 0.04% | 33 |
|
|
2025
Q2 | $807K | Hold |
2,738
| – | – | 0.04% | 35 |
|
|
2025
Q1 | $681K | Hold |
2,738
| – | – | 0.04% | 35 |
|
|
2024
Q4 | $602K | Sell |
2,738
-230
| -8% | -$51.2K | 0.03% | 36 |
|
|
2024
Q3 | $656K | Hold |
2,968
| – | – | 0.03% | 34 |
|
|
2024
Q2 | $513K | Sell |
2,968
-31
| -1% | -$5.39K | 0.02% | 39 |
|
|
2024
Q1 | $573K | Sell |
2,999
-121
| -4% | -$22.1K | 0.03% | 38 |
|
|
2023
Q4 | $510K | Sell |
3,120
-66
| -2% | -$9.97K | 0.02% | 40 |
|
|
2023
Q3 | $447K | Sell |
3,186
-45
| -1% | -$6.4K | 0.02% | 38 |
|
|
2023
Q2 | $432K | Buy |
3,231
+1,144
| +55% | +$148K | 0.02% | 38 |
|
|
2023
Q1 | $274K | Hold |
2,087
| – | – | 0.01% | 40 |
|
|
2022
Q4 | $294K | Sell |
2,087
-54
| -3% | -$7.45K | 0.01% | 41 |
|
|
2022
Q3 | $254K | Sell |
2,141
-19
| -0.9% | -$2.49K | 0.01% | 43 |
|
|
2022
Q2 | $305K | Sell |
2,160
-12
| -0.6% | -$1.62K | 0.02% | 40 |
|
|
2022
Q1 | $282K | Hold |
2,172
| – | – | 0.01% | 45 |
|
|
2021
Q4 | $290K | Sell |
2,172
-152
| -7% | -$19.1K | 0.01% | 45 |
|
|
2021
Q3 | $309K | Hold |
2,324
| – | – | 0.01% | 41 |
|
|
2021
Q2 | $326K | Sell |
2,324
-26
| -1% | -$3.56K | 0.02% | 38 |
|
|
2021
Q1 | $299K | Sell |
2,350
-41
| -2% | -$4.91K | 0.02% | 39 |
|
|
2020
Q4 | $288K | Hold |
2,391
| – | – | 0.02% | 39 |
|
|
2020
Q3 | $278K | Hold |
2,391
| – | – | 0.02% | 38 |
|
|
2020
Q2 | $276K | Sell |
2,391
-199
| -8% | -$23.1K | 0.02% | 39 |
|
|
2020
Q1 | $275K | Sell |
2,590
-486,422
| -99% | -$61.5M | 0.02% | 38 |
|
|
2019
Q4 | $62.7M | Buy |
489,012
+5,586
| +1% | +$726K | 3.76% | 13 |
|
|
2019
Q3 | $67.2M | Buy |
483,426
+1,170
| +0.2% | +$158K | 4.34% | 10 |
|
|
2019
Q2 | $63.6M | Buy |
482,256
+19,059
| +4% | +$2.5M | 4% | 10 |
|
|
2019
Q1 | $62.5M | Buy |
463,197
+43,473
| +10% | +$5.54M | 4.27% | 10 |
|
|
2018
Q4 | $45.6M | Sell |
419,724
-18,974
| -4% | -$2.28M | 3.61% | 13 |
|
|
2018
Q3 | $63.4M | Sell |
438,698
-2,772
| -0.6% | -$387K | 4.28% | 8 |
|
|
2018
Q2 | $59M | Buy |
441,470
+159,926
| +57% | +$22.3M | 4.23% | 11 |
|
|
2018
Q1 | $41.3M | Buy |
281,544
+22,900
| +9% | +$3.46M | 3.02% | 15 |
|
|
2017
Q4 | $37.9M | Buy |
258,644
+6,601
| +3% | +$960K | 2.66% | 16 |
|
|
2017
Q3 | $35M | Buy |
252,043
+6,800
| +3% | +$947K | 2.67% | 16 |
|
|
2017
Q2 | $36.1M | Buy |
245,243
+20,871
| +9% | +$3.15M | 2.87% | 16 |
|
|
2017
Q1 | $37.4M | Sell |
224,372
-557
| -0.2% | -$93.4K | 3.1% | 14 |
|
|
2016
Q4 | $35.7M | Sell |
224,929
-4,104
| -2% | -$625K | 3.23% | 14 |
|
|
2016
Q3 | $34.8M | Buy |
229,033
+3,348
| +1% | +$508K | 2.98% | 17 |
|
|
2016
Q2 | $32.7M | Buy |
225,685
+7,292
| +3% | +$1.04M | 2.94% | 19 |
|
|
2016
Q1 | $31.6M | Buy |
218,393
+129,953
| +147% | +$16.6M | 2.78% | 21 |
|
|
2015
Q4 | $11.6M | Sell |
88,440
-108,181
| -55% | -$14.5M | 1.13% | 30 |
|
|
2015
Q3 | $27.3M | Buy |
196,621
+9,746
| +5% | +$1.44M | 2.73% | 23 |
|
|
2015
Q2 | $29.1M | Sell |
186,875
-10,637
| -5% | -$1.71M | 2.76% | 20 |
|
|
2015
Q1 | $30.3M | Sell |
197,512
-5,898
| -3% | -$895K | 2.83% | 18 |
|
|
2014
Q4 | $31.2M | Sell |
203,410
-16,210
| -7% | -$2.58M | 2.89% | 18 |
|
|
2014
Q3 | $39.9M | Sell |
219,620
-1,248
| -0.6% | -$227K | 3.94% | 12 |
|
|
2014
Q2 | $38.3M | Buy |
220,868
+8,491
| +4% | +$1.53M | 3.81% | 13 |
|
|
2014
Q1 | $39.1M | Buy |
212,377
+13,439
| +7% | +$2.37M | 3.98% | 12 |
|
|
2013
Q4 | $35.7M | Buy |
198,938
+17,455
| +10% | +$3.01M | 3.8% | 13 |
|
|
2013
Q3 | $32.1M | Buy |
181,483
+6,748
| +4% | +$1.23M | 3.78% | 14 |
|
|
2013
Q2 | $31.9M | Buy |
+174,735
| New | +$34M | 3.76% | 15 |
|
Other funds holding IBM
Saratoga Research & Investment Management's IBM Position: Q2 2026 in Review
Saratoga Research & Investment Management reduced its IBM (IBM) stake by 4% in Q2 2026, selling an estimated $27.5K and leaving 2,624 shares worth $738K. The position accounts for 0.04% of the portfolio, ranked #34.
Saratoga Research & Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $67.2M in Q3 2019. 2,388 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Saratoga Research & Investment Management held 2,624 shares of IBM worth $738K as of Q2 2026.
- Saratoga Research & Investment Management sold 109 IBM shares in Q2 2026, an estimated $27.5K.
- IBM made up 0.04% of Saratoga Research & Investment Management's portfolio in Q2 2026, its #34 holding.
- Saratoga Research & Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
- Saratoga Research & Investment Management's IBM position peaked at $67.2M in Q3 2019.
- 2,388 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.