Sentry 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
Q1 | – | Sell |
-2,434
| Closed | -$721K | – | 235 |
|
|
2025
Q4 | $721K | Buy |
2,434
+82
| +3% | +$24.6K | 0.47% | 34 |
|
|
2025
Q3 | $681K | Sell |
2,352
-559
| -19% | -$146K | 0.45% | 31 |
|
|
2025
Q2 | $845K | Hold |
2,911
| – | – | 0.47% | 35 |
|
|
2025
Q1 | $657K | Sell |
2,911
-870
| -23% | -$213K | 0.45% | 41 |
|
|
2024
Q4 | $831K | Sell |
3,781
-616
| -14% | -$137K | 0.4% | 41 |
|
|
2024
Q3 | $972K | Hold |
4,397
| – | – | 0.41% | 46 |
|
|
2024
Q2 | $760K | Sell |
4,397
-900
| -17% | -$156K | 0.34% | 58 |
|
|
2024
Q1 | $1.01M | Hold |
5,297
| – | – | 0.39% | 52 |
|
|
2023
Q4 | $866K | Buy |
5,297
+7
| +0.1% | +$1.06K | 0.37% | 51 |
|
|
2023
Q3 | $742K | Sell |
5,290
-1,051
| -17% | -$150K | 0.36% | 52 |
|
|
2023
Q2 | $848K | Hold |
6,341
| – | – | 0.32% | 69 |
|
|
2023
Q1 | $831K | Buy |
6,341
+332
| +6% | +$44.4K | 0.34% | 71 |
|
|
2022
Q4 | $847K | Sell |
6,009
-48
| -0.8% | -$6.62K | 0.37% | 57 |
|
|
2022
Q3 | $720K | Hold |
6,057
| – | – | 0.34% | 64 |
|
|
2022
Q2 | $855K | Sell |
6,057
-1,180
| -16% | -$159K | 0.39% | 54 |
|
|
2022
Q1 | $941K | Sell |
7,237
-873
| -11% | -$114K | 0.3% | 75 |
|
|
2021
Q4 | $1.08M | Buy |
8,110
+1,716
| +27% | +$215K | 0.29% | 89 |
|
|
2021
Q3 | $849K | Sell |
6,394
-3,448
| -35% | -$461K | 0.25% | 100 |
|
|
2021
Q2 | $1.38M | Hold |
9,842
| – | – | 0.35% | 71 |
|
|
2021
Q1 | $1.25M | Sell |
9,842
-42,551
| -81% | -$5.09M | 0.35% | 69 |
|
|
2020
Q4 | $6.3M | Sell |
52,393
-5,763
| -10% | -$666K | 0.32% | 78 |
|
|
2020
Q3 | $6.76M | Buy |
58,156
+4,561
| +9% | +$537K | 0.38% | 67 |
|
|
2020
Q2 | $6.19M | Sell |
53,595
-4,983
| -9% | -$579K | 0.38% | 65 |
|
|
2020
Q1 | $6.21M | Buy |
58,578
+596
| +1% | +$75.4K | 0.46% | 57 |
|
|
2019
Q4 | $7.43M | Hold |
57,982
| – | – | 0.44% | 54 |
|
|
2019
Q3 | $8.06M | Buy |
57,982
+352
| +0.6% | +$47.5K | 0.53% | 37 |
|
|
2019
Q2 | $7.6M | Sell |
57,630
-354
| -0.6% | -$46.5K | 0.5% | 42 |
|
|
2019
Q1 | $7.82M | Sell |
57,984
-1,068
| -2% | -$136K | 0.54% | 40 |
|
|
2018
Q4 | $6.42M | Sell |
59,052
-5,521
| -9% | -$663K | 0.46% | 51 |
|
|
2018
Q3 | $9.34M | Buy |
64,573
+4,791
| +8% | +$669K | 0.57% | 39 |
|
|
2018
Q2 | $7.98M | Sell |
59,782
-6,602
| -10% | -$921K | 0.52% | 40 |
|
|
2018
Q1 | $9.74M | Sell |
66,384
-6,661
| -9% | -$1.01M | 0.59% | 37 |
|
|
2017
Q4 | $10.7M | Buy |
73,045
+19,911
| +37% | +$2.9M | 0.58% | 42 |
|
|
2017
Q3 | $7.37M | Sell |
53,134
-8,022
| -13% | -$1.12M | 0.28% | 61 |
|
|
2017
Q2 | $8.99M | Sell |
61,156
-8,669
| -12% | -$1.31M | 0.35% | 48 |
|
|
2017
Q1 | $11.6M | Sell |
69,825
-3,181
| -4% | -$533K | 0.47% | 40 |
|
|
2016
Q4 | $11.6M | Buy |
73,006
+436
| +0.6% | +$66.4K | 0.49% | 39 |
|
|
2016
Q3 | $11M | Sell |
72,570
-361
| -0.5% | -$54.8K | 0.48% | 39 |
|
|
2016
Q2 | $10.6M | Hold |
72,931
| – | – | 0.46% | 40 |
|
|
2016
Q1 | $10.6M | Hold |
72,931
| – | – | 0.48% | 38 |
|
|
2015
Q4 | $9.6M | Buy |
72,931
+17,760
| +32% | +$2.39M | 0.44% | 40 |
|
|
2015
Q3 | $7.65M | Sell |
55,171
-17,523
| -24% | -$2.59M | 0.38% | 49 |
|
|
2015
Q2 | $11.3M | Buy |
72,694
+4,530
| +7% | +$728K | 0.53% | 31 |
|
|
2015
Q1 | $10.5M | Hold |
68,164
| – | – | 0.49% | 35 |
|
|
2014
Q4 | $10.5M | Buy |
68,164
+9,689
| +17% | +$1.54M | 0.51% | 33 |
|
|
2014
Q3 | $10.6M | Buy |
58,475
+733
| +1% | +$134K | 0.54% | 29 |
|
|
2014
Q2 | $10M | Buy |
57,742
+940
| +2% | +$169K | 0.52% | 26 |
|
|
2014
Q1 | $10.5M | Sell |
56,802
-3,982
| -7% | -$701K | 0.55% | 25 |
|
|
2013
Q4 | $10.9M | Sell |
60,784
-3,917
| -6% | -$675K | 0.59% | 22 |
|
|
2013
Q3 | $11.5M | Buy |
64,701
+13,396
| +26% | +$2.43M | 0.68% | 23 |
|
|
2013
Q2 | $9.37M | Buy |
+51,305
| New | +$9.99M | 0.54% | 22 |
|
Other funds holding IBM
Sentry Investment Management's IBM Position: Q1 2026 in Review
Sentry Investment Management sold out of IBM (IBM) in Q1 2026, closing a stake of 2,434 shares — an estimated $721K sold.
Sentry Investment Management first reported a position in IBM in Q2 2013 and held it in 51 quarters. The position peaked at $11.6M in Q1 2017. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Sentry Investment Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
- Sentry Investment Management sold 2,434 IBM shares in Q1 2026, an estimated $721K.
- Sentry Investment Management first reported a position in IBM in Q2 2013 and held it in 51 quarters.
- Sentry Investment Management's IBM position peaked at $11.6M in Q1 2017.
- 3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.