SFE Investment Counsel’s IBM IBM Stock Holding History

SFE Investment Counsel’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.41M	Buy	34,693 +574	+2%	+$155K	1.32%	22
2025 Q4	$10.1M	Sell	34,119 -548	-2%	-$164K	1.55%	19
2025 Q3	$9.78M	Sell	34,667 -227	-0.7%	-$59.4K	1.56%	20
2025 Q2	$10.3M	Sell	34,894 -1,453	-4%	-$374K	1.81%	16
2025 Q1	$9.04M	Sell	36,347 -1,796	-5%	-$439K	1.81%	15
2024 Q4	$8.38M	Sell	38,143 -375	-1%	-$83.5K	1.78%	17
2024 Q3	$8.52M	Buy	38,518 +88	+0.2%	+$17.3K	1.77%	17
2024 Q2	$6.65M	Buy	38,430 +1,661	+5%	+$289K	1.47%	21
2024 Q1	$7.02M	Buy	36,769 +3,251	+10%	+$593K	1.59%	20
2023 Q4	$5.48M	Sell	33,518 -895	-3%	-$135K	1.43%	24
2023 Q3	$4.83M	Buy	34,413 +2,544	+8%	+$362K	1.4%	26
2023 Q2	$4.26M	Buy	31,869 +3,630	+13%	+$468K	1.21%	33
2023 Q1	$3.53M	Buy	28,239 +4,129	+17%	+$552K	1.09%	36
2022 Q4	$3.39M	Sell	24,110 -665	-3%	-$91.7K	1.05%	36
2022 Q3	$2.94M	Sell	24,775 -575	-2%	-$75.5K	0.93%	43
2022 Q2	$3.58M	Sell	25,350 -355	-1%	-$47.9K	1.07%	36
2022 Q1	$3.34M	Buy	25,705 +2,110	+9%	+$275K	0.85%	43
2021 Q4	$3.15M	Buy	23,595 +9,704	+70%	+$1.22M	0.81%	43
2021 Q3	$1.84M	Buy	13,891 +722	+5%	+$96.5K	0.52%	56
2021 Q2	$1.85M	Buy	13,169 +246	+2%	+$33.6K	0.51%	60
2021 Q1	$1.65M	Buy	12,923 +4,592	+55%	+$550K	0.48%	60
2020 Q4	$1M	Buy	8,331 +5,369	+181%	+$621K	0.32%	76
2020 Q3	$345K	Buy	+2,962	New	+$349K	0.14%	94
2017 Q2	–	Sell	-2,773	Closed	-$462K	–	111
2017 Q1	$462K	Hold	2,773	–	–	0.17%	89
2016 Q4	$466K	Sell	2,773 -9	-0.3%	-$1.37K	0.18%	83
2016 Q3	$404K	Hold	2,782	–	–	0.19%	79
2016 Q2	$404K	Buy	2,782 +366	+15%	+$52.4K	0.19%	80
2016 Q1	$350K	Sell	2,416 -419	-15%	-$53.5K	0.16%	83
2015 Q4	$373K	Sell	2,835 -627	-18%	-$84.2K	0.18%	83
2015 Q3	$480K	Buy	3,462 +523	+18%	+$77.2K	0.23%	75
2015 Q2	$457K	Sell	2,939 -1,360	-32%	-$219K	0.19%	77
2015 Q1	$660K	Sell	4,299 -183	-4%	-$27.8K	0.27%	66
2014 Q4	$687K	Buy	4,482 +1,042	+30%	+$166K	0.28%	65
2014 Q3	$624K	Hold	3,440	–	–	0.27%	62
2014 Q2	$596K	Sell	3,440 -549	-14%	-$98.8K	0.24%	64
2014 Q1	$734K	Sell	3,989 -1,292	-24%	-$227K	0.32%	58
2013 Q4	$947K	Sell	5,281 -5,256	-50%	-$906K	0.41%	56
2013 Q3	$1.87M	Buy	10,537 +1,239	+13%	+$225K	0.9%	45
2013 Q2	$1.7M	Buy	+9,298	New	+$1.81M	0.88%	42

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFE Investment Counsel's IBM Position: Q1 2026 in Review

SFE Investment Counsel increased its IBM (IBM) stake by 1.7% in Q1 2026, buying an estimated $155K and bringing the position to 34,693 shares worth $8.41M. The position accounts for 1.32% of the portfolio, ranked #22.

SFE Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 39 quarters since. The position peaked at $10.3M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

SFE Investment Counsel held 34,693 shares of IBM worth $8.41M as of Q1 2026.
SFE Investment Counsel bought 574 IBM shares in Q1 2026, an estimated $155K.
IBM made up 1.32% of SFE Investment Counsel's portfolio in Q1 2026, its #22 holding.
SFE Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 39 quarters since.
SFE Investment Counsel's IBM position peaked at $10.3M in Q2 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.