Saturna 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 | $396K | Sell |
1,632
-324
| -17% | -$87.7K | 0.01% | 119 |
|
|
2025
Q4 | $579K | Sell |
1,956
-368
| -16% | -$110K | 0.01% | 110 |
|
|
2025
Q3 | $656K | Hold |
2,324
| – | – | 0.01% | 111 |
|
|
2025
Q2 | $685K | Hold |
2,324
| – | – | 0.01% | 112 |
|
|
2025
Q1 | $578K | Hold |
2,324
| – | – | 0.01% | 118 |
|
|
2024
Q4 | $511K | Buy |
2,324
+201
| +9% | +$44.8K | 0.01% | 123 |
|
|
2024
Q3 | $469K | Buy |
2,123
+80
| +4% | +$15.7K | 0.01% | 125 |
|
|
2024
Q2 | $353K | Buy |
+2,043
| New | +$355K | ﹤0.01% | 139 |
|
|
2019
Q1 | – | Sell |
-2,301
| Closed | -$250K | – | 159 |
|
|
2018
Q4 | $250K | Hold |
2,301
| – | – | 0.01% | 135 |
|
|
2018
Q3 | $333K | Hold |
2,301
| – | – | 0.01% | 132 |
|
|
2018
Q2 | $307K | Hold |
2,301
| – | – | 0.01% | 134 |
|
|
2018
Q1 | $338K | Hold |
2,301
| – | – | 0.01% | 137 |
|
|
2017
Q4 | $338K | Hold |
2,301
| – | – | 0.01% | 137 |
|
|
2017
Q3 | $319K | Hold |
2,301
| – | – | 0.01% | 140 |
|
|
2017
Q2 | $338K | Hold |
2,301
| – | – | 0.01% | 136 |
|
|
2017
Q1 | $383K | Hold |
2,301
| – | – | 0.01% | 130 |
|
|
2016
Q4 | $365K | Hold |
2,301
| – | – | 0.01% | 132 |
|
|
2016
Q3 | $349K | Sell |
2,301
-157
| -6% | -$23.8K | 0.01% | 137 |
|
|
2016
Q2 | $357K | Hold |
2,458
| – | – | 0.01% | 137 |
|
|
2016
Q1 | $356K | Hold |
2,458
| – | – | 0.01% | 149 |
|
|
2015
Q4 | $323K | Sell |
2,458
-973
| -28% | -$131K | 0.01% | 159 |
|
|
2015
Q3 | $476K | Sell |
3,431
-523
| -13% | -$77.2K | 0.02% | 159 |
|
|
2015
Q2 | $615K | Hold |
3,954
| – | – | 0.02% | 154 |
|
|
2015
Q1 | $607K | Hold |
3,954
| – | – | 0.02% | 148 |
|
|
2014
Q4 | $606K | Hold |
3,954
| – | – | 0.02% | 156 |
|
|
2014
Q3 | $718K | Hold |
3,954
| – | – | 0.02% | 163 |
|
|
2014
Q2 | $685K | Sell |
3,954
-43,098
| -92% | -$7.76M | 0.02% | 160 |
|
|
2014
Q1 | $8.66M | Sell |
47,052
-204,336
| -81% | -$36M | 0.23% | 94 |
|
|
2013
Q4 | $45.1M | Sell |
251,388
-19,767
| -7% | -$3.41M | 1.15% | 28 |
|
|
2013
Q3 | $48M | Buy |
271,155
+53
| +0% | +$9.63K | 1.28% | 20 |
|
|
2013
Q2 | $49.5M | Buy |
+271,102
| New | +$52.8M | 1.35% | 15 |
|
Other funds holding IBM
VCM
VPM
Saturna Capital's IBM Position: Q1 2026 in Review
Saturna Capital reduced its IBM (IBM) stake by 17% in Q1 2026, selling an estimated $87.7K and leaving 1,632 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #119.
Saturna Capital first reported a position in IBM in Q2 2013 and has held it in 31 quarters since. The position peaked at $49.5M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Saturna Capital held 1,632 shares of IBM worth $396K as of Q1 2026.
- Saturna Capital sold 324 IBM shares in Q1 2026, an estimated $87.7K.
- IBM made up 0.01% of Saturna Capital's portfolio in Q1 2026, its #119 holding.
- Saturna Capital first reported a position in IBM in Q2 2013 and has held it in 31 quarters since.
- Saturna Capital's IBM position peaked at $49.5M in Q2 2013.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Saturna Capital's 13F filing for Q1 2026, filed 12 May 2026.