Sheaff Brock Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $16.5M | Sell |
66,349
-340
| -0.5% | -$83.2K | 1.51% | 7 |
|
|
2024
Q4 | $14.7M | Buy |
66,689
+50,777
| +319% | +$11.3M | 1.27% | 11 |
|
|
2024
Q3 | $3.52M | Buy |
15,912
+1,017
| +7% | +$199K | 0.31% | 72 |
|
|
2024
Q2 | $2.58M | Buy |
14,895
+150
| +1% | +$26.1K | 0.24% | 85 |
|
|
2024
Q1 | $2.82M | Sell |
14,745
-1,587
| -10% | -$290K | 0.18% | 87 |
|
|
2023
Q4 | $2.67M | Buy |
16,332
+1,677
| +11% | +$253K | 0.21% | 81 |
|
|
2023
Q3 | $2.06M | Hold |
14,655
| – | – | 0.19% | 96 |
|
|
2023
Q2 | $1.96M | Sell |
14,655
-18
| -0.1% | -$2.32K | 0.17% | 102 |
|
|
2023
Q1 | $1.92M | Sell |
14,673
-66
| -0.4% | -$8.83K | 0.18% | 101 |
|
|
2022
Q4 | $2.08M | Sell |
14,739
-70
| -0.5% | -$9.66K | 0.2% | 84 |
|
|
2022
Q3 | $1.76M | Sell |
14,809
-3,364
| -19% | -$441K | 0.19% | 95 |
|
|
2022
Q2 | $2.57M | Buy |
18,173
+281
| +2% | +$37.9K | 0.21% | 73 |
|
|
2022
Q1 | $2.33M | Sell |
17,892
-31,584
| -64% | -$4.12M | 0.16% | 93 |
|
|
2021
Q4 | $6.61M | Buy |
49,476
+33,208
| +204% | +$4.17M | 0.44% | 45 |
|
|
2021
Q3 | $2.16M | Buy |
16,268
+1,276
| +9% | +$171K | 0.16% | 96 |
|
|
2021
Q2 | $2.1M | Sell |
14,992
-622
| -4% | -$85.1K | 0.15% | 95 |
|
|
2021
Q1 | $1.99M | Buy |
15,614
+578
| +4% | +$69.2K | 0.16% | 87 |
|
|
2020
Q4 | $1.81M | Sell |
15,036
-4,062
| -21% | -$469K | 0.15% | 88 |
|
|
2020
Q3 | $2.22M | Sell |
19,098
-21,960
| -53% | -$2.59M | 0.2% | 81 |
|
|
2020
Q2 | $4.74M | Buy |
41,058
+1,478
| +4% | +$172K | 0.47% | 39 |
|
|
2020
Q1 | $4.2M | Sell |
39,580
-4,368
| -10% | -$552K | 0.56% | 34 |
|
|
2019
Q4 | $5.63M | Buy |
43,948
+427
| +1% | +$55.5K | 0.55% | 37 |
|
|
2019
Q3 | $6.05M | Buy |
43,521
+107
| +0.2% | +$14.4K | 0.65% | 28 |
|
|
2019
Q2 | $5.72M | Buy |
43,414
+538
| +1% | +$70.7K | 0.62% | 30 |
|
|
2019
Q1 | $5.78M | Buy |
42,876
+20,897
| +95% | +$2.66M | 0.7% | 32 |
|
|
2018
Q4 | $2.39M | Buy |
21,979
+767
| +4% | +$92.1K | 0.38% | 65 |
|
|
2018
Q3 | $3.07M | Sell |
21,212
-12,579
| -37% | -$1.76M | 0.29% | 66 |
|
|
2018
Q2 | $4.51M | Sell |
33,791
-2,769
| -8% | -$386K | 0.44% | 46 |
|
|
2018
Q1 | $5.36M | Buy |
36,560
+10,629
| +41% | +$1.61M | 0.56% | 36 |
|
|
2017
Q4 | $3.8M | Sell |
25,931
-7,837
| -23% | -$1.14M | 0.49% | 49 |
|
|
2017
Q3 | $4.68M | Buy |
33,768
+4,577
| +16% | +$638K | 0.62% | 44 |
|
|
2017
Q2 | $4.29M | Sell |
29,191
-34,442
| -54% | -$5.19M | 0.57% | 45 |
|
|
2017
Q1 | $10.6M | Sell |
63,633
-1,417
| -2% | -$238K | 1.38% | 6 |
|
|
2016
Q4 | $10.3M | Sell |
65,050
-1,802
| -3% | -$274K | 1.31% | 7 |
|
|
2016
Q3 | $10.2M | Sell |
66,852
-1,714
| -2% | -$260K | 1.36% | 9 |
|
|
2016
Q2 | $9.95M | Sell |
68,566
-9,240
| -12% | -$1.32M | 1.26% | 8 |
|
|
2016
Q1 | $11.3M | Buy |
77,806
+37,930
| +95% | +$4.84M | 1.38% | 7 |
|
|
2015
Q4 | $5.25M | Buy |
+39,876
| New | +$5.36M | 0.59% | 38 |
|
Other funds holding IBM
Sheaff Brock Investment Advisors's IBM Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its IBM (IBM) stake by 0.51% in Q1 2025, selling an estimated $83.2K and leaving 66,349 shares worth $16.5M. The position accounts for 1.51% of the portfolio, ranked #7.
Sheaff Brock Investment Advisors first reported a position in IBM in Q4 2015 and has held it in 38 quarters since. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.
- Sheaff Brock Investment Advisors held 66,349 shares of IBM worth $16.5M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 340 IBM shares in Q1 2025, an estimated $83.2K.
- IBM made up 1.51% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #7 holding.
- Sheaff Brock Investment Advisors first reported a position in IBM in Q4 2015 and has held it in 38 quarters since.
- 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.