SeaCrest Wealth 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 | $2.35M | Sell |
8,369
-699
| -8% | -$176K | 0.26% | 72 |
|
|
2026
Q1 | $2.2M | Sell |
9,068
-380
| -4% | -$103K | 0.24% | 74 |
|
|
2025
Q4 | $2.8M | Sell |
9,448
-45
| -0.5% | -$13.5K | 0.28% | 64 |
|
|
2025
Q3 | $2.75M | Sell |
9,493
-1,991
| -17% | -$521K | 0.29% | 62 |
|
|
2025
Q2 | $3.39M | Sell |
11,484
-445
| -4% | -$115K | 0.37% | 48 |
|
|
2025
Q1 | $2.97M | Sell |
11,929
-108
| -0.9% | -$26.4K | 0.34% | 48 |
|
|
2024
Q4 | $2.65M | Sell |
12,037
-3,888
| -24% | -$866K | 0.28% | 56 |
|
|
2024
Q3 | $3.52M | Buy |
15,925
+72
| +0.5% | +$14.1K | 0.38% | 41 |
|
|
2024
Q2 | $2.74M | Sell |
15,853
-8,446
| -35% | -$1.47M | 0.31% | 50 |
|
|
2024
Q1 | $4.64M | Sell |
24,299
-7,892
| -25% | -$1.44M | 0.57% | 27 |
|
|
2023
Q4 | $5.12M | Sell |
32,191
-3,014
| -9% | -$455K | 0.63% | 24 |
|
|
2023
Q3 | $4.94M | Sell |
35,205
-2
| -0% | -$285 | 0.64% | 22 |
|
|
2023
Q2 | $4.71M | Sell |
35,207
-4,792
| -12% | -$618K | 0.59% | 25 |
|
|
2023
Q1 | $5.24M | Buy |
39,999
+328
| +0.8% | +$43.9K | 0.71% | 21 |
|
|
2022
Q4 | $5.59M | Buy |
39,671
+812
| +2% | +$112K | 0.8% | 21 |
|
|
2022
Q3 | $4.62M | Sell |
38,859
-7,860
| -17% | -$1.03M | 0.7% | 24 |
|
|
2022
Q2 | $6.6M | Buy |
46,719
+5,536
| +13% | +$747K | 0.83% | 13 |
|
|
2022
Q1 | $5.36M | Buy |
41,183
+2,739
| +7% | +$357K | 0.62% | 26 |
|
|
2021
Q4 | $5.14M | Sell |
38,444
-1,297
| -3% | -$163K | 0.56% | 30 |
|
|
2021
Q3 | $5.28M | Buy |
39,741
+49
| +0.1% | +$6.55K | 0.64% | 29 |
|
|
2021
Q2 | $5.56M | Buy |
39,692
+809
| +2% | +$111K | 0.67% | 23 |
|
|
2021
Q1 | $4.95M | Buy |
38,883
+3,928
| +11% | +$470K | 0.66% | 27 |
|
|
2020
Q4 | $4.21M | Buy |
34,955
+1,143
| +3% | +$132K | 0.59% | 32 |
|
|
2020
Q3 | $3.93M | Sell |
33,812
-221
| -0.6% | -$26K | 0.63% | 30 |
|
|
2020
Q2 | $3.93M | Buy |
34,033
+1,264
| +4% | +$147K | 0.68% | 26 |
|
|
2020
Q1 | $3.48M | Buy |
32,769
+2,342
| +8% | +$296K | 0.75% | 27 |
|
|
2019
Q4 | $3.9M | Buy |
30,427
+313
| +1% | +$40.7K | 0.65% | 30 |
|
|
2019
Q3 | $4.19M | Buy |
30,114
+315
| +1% | +$42.5K | 0.78% | 17 |
|
|
2019
Q2 | $3.93M | Sell |
29,799
-3,337
| -10% | -$438K | 0.8% | 20 |
|
|
2019
Q1 | $4.47M | Buy |
33,136
+3,372
| +11% | +$430K | 0.77% | 16 |
|
|
2018
Q4 | $3.23M | Sell |
29,764
-858
| -3% | -$103K | 0.67% | 25 |
|
|
2018
Q3 | $4.43M | Buy |
30,622
+4,859
| +19% | +$679K | 0.75% | 18 |
|
|
2018
Q2 | $3.44M | Sell |
25,763
-2,192
| -8% | -$306K | 0.62% | 25 |
|
|
2018
Q1 | $4.1M | Buy |
27,955
+2,619
| +10% | +$396K | 0.75% | 16 |
|
|
2017
Q4 | $3.72M | Buy |
+25,336
| New | +$3.68M | 0.68% | 23 |
|
Other funds holding IBM
FWIA
BHIA
CNB
SFA
EOJOAM
II
SeaCrest Wealth Management's IBM Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its IBM (IBM) stake by 7.7% in Q2 2026, selling an estimated $176K and leaving 8,369 shares worth $2.35M. The position accounts for 0.26% of the portfolio, ranked #72.
SeaCrest Wealth Management first reported a position in IBM in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.6M in Q2 2022. 892 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- SeaCrest Wealth Management held 8,369 shares of IBM worth $2.35M as of Q2 2026.
- SeaCrest Wealth Management sold 699 IBM shares in Q2 2026, an estimated $176K.
- IBM made up 0.26% of SeaCrest Wealth Management's portfolio in Q2 2026, its #72 holding.
- SeaCrest Wealth Management first reported a position in IBM in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's IBM position peaked at $6.6M in Q2 2022.
- 892 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.