Shufro Rose & Co’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 | $17.9M | Buy |
73,874
+1,895
| +3% | +$513K | 1.22% | 23 |
|
|
2025
Q4 | $21.3M | Buy |
71,979
+1,633
| +2% | +$489K | 1.44% | 22 |
|
|
2025
Q3 | $17.6M | Sell |
70,346
-694
| -1% | -$182K | 1.43% | 21 |
|
|
2025
Q2 | $17.7M | Sell |
71,040
-1,507
| -2% | -$388K | 1.42% | 22 |
|
|
2025
Q1 | $18M | Sell |
72,547
-621
| -0.8% | -$152K | 1.42% | 22 |
|
|
2024
Q4 | $16.1M | Sell |
73,168
-144
| -0.2% | -$32.1K | 1.24% | 26 |
|
|
2024
Q3 | $12.7M | Hold |
73,312
| – | – | 1.03% | 28 |
|
|
2024
Q2 | $12.7M | Buy |
73,312
+11,475
| +19% | +$1.99M | 1.03% | 28 |
|
|
2024
Q1 | $11.8M | Buy |
61,837
+52,467
| +560% | +$9.57M | 0.97% | 30 |
|
|
2023
Q4 | $1.31M | Hold |
9,370
| – | – | 0.12% | 96 |
|
|
2023
Q3 | $1.31M | Sell |
9,370
-154
| -2% | -$21.9K | 0.12% | 99 |
|
|
2023
Q2 | $1.27M | Sell |
9,524
-4,269
| -31% | -$551K | 0.12% | 100 |
|
|
2023
Q1 | $1.81M | Sell |
13,793
-565
| -4% | -$75.6K | 0.17% | 76 |
|
|
2022
Q4 | $2.02M | Hold |
14,358
| – | – | 0.17% | 78 |
|
|
2022
Q3 | $1.71M | Buy |
14,358
+301
| +2% | +$39.5K | 0.17% | 77 |
|
|
2022
Q2 | $1.99M | Buy |
14,057
+1,420
| +11% | +$192K | 0.17% | 74 |
|
|
2022
Q1 | $1.64M | Buy |
12,637
+337
| +3% | +$43.9K | 0.13% | 89 |
|
|
2021
Q4 | $1.64M | Sell |
12,300
-812
| -6% | -$102K | 0.12% | 96 |
|
|
2021
Q3 | $1.74M | Sell |
13,112
-749
| -5% | -$100K | 0.14% | 85 |
|
|
2021
Q2 | $1.94M | Sell |
13,861
-140
| -1% | -$19.1K | 0.15% | 75 |
|
|
2021
Q1 | $1.78M | Buy |
14,001
+18
| +0.1% | +$2.15K | 0.14% | 76 |
|
|
2020
Q4 | $1.68M | Sell |
13,983
-2,027
| -13% | -$234K | 0.14% | 81 |
|
|
2020
Q3 | $1.86M | Buy |
16,010
+2,152
| +16% | +$253K | 0.18% | 76 |
|
|
2020
Q2 | $1.6M | Sell |
13,858
-177
| -1% | -$20.6K | 0.16% | 74 |
|
|
2020
Q1 | $1.49M | Sell |
14,035
-905
| -6% | -$114K | 0.18% | 77 |
|
|
2019
Q4 | $1.91M | Buy |
14,940
+1,386
| +10% | +$180K | 0.17% | 77 |
|
|
2019
Q3 | $1.88M | Buy |
13,554
+390
| +3% | +$52.6K | 0.19% | 78 |
|
|
2019
Q2 | $1.74M | Buy |
13,164
+18
| +0.1% | +$2.37K | 0.17% | 82 |
|
|
2019
Q1 | $1.77M | Sell |
13,146
-1,864
| -12% | -$238K | 0.18% | 84 |
|
|
2018
Q4 | $1.63M | Sell |
15,010
-1,245
| -8% | -$149K | 0.18% | 86 |
|
|
2018
Q3 | $2.35M | Sell |
16,255
-439
| -3% | -$61.3K | 0.22% | 86 |
|
|
2018
Q2 | $2.23M | Sell |
16,694
-311
| -2% | -$43.4K | 0.21% | 87 |
|
|
2018
Q1 | $2.49M | Buy |
17,005
+296
| +2% | +$44.8K | 0.25% | 79 |
|
|
2017
Q4 | $2.45M | Sell |
16,709
-3,438
| -17% | -$500K | 0.24% | 80 |
|
|
2017
Q3 | $2.79M | Buy |
20,147
+105
| +0.5% | +$14.6K | 0.28% | 71 |
|
|
2017
Q2 | $2.95M | Sell |
20,042
-131
| -0.6% | -$19.8K | 0.31% | 66 |
|
|
2017
Q1 | $3.36M | Buy |
20,173
+317
| +2% | +$53.2K | 0.36% | 63 |
|
|
2016
Q4 | $3.15M | Buy |
19,856
+2,334
| +13% | +$356K | 0.35% | 63 |
|
|
2016
Q3 | $2.66M | Sell |
17,522
-573
| -3% | -$87K | 0.3% | 72 |
|
|
2016
Q2 | $2.63M | Sell |
18,095
-627
| -3% | -$89.8K | 0.29% | 76 |
|
|
2016
Q1 | $2.71M | Buy |
18,722
+301
| +2% | +$38.4K | 0.3% | 74 |
|
|
2015
Q4 | $2.42M | Hold |
18,421
| – | – | 0.28% | 81 |
|
|
2015
Q3 | $2.55M | Buy |
18,421
+183
| +1% | +$27K | 0.31% | 79 |
|
|
2015
Q2 | $2.84M | Sell |
18,238
-73
| -0.4% | -$11.7K | 0.3% | 74 |
|
|
2015
Q1 | $2.81M | Sell |
18,311
-586
| -3% | -$88.9K | 0.29% | 73 |
|
|
2014
Q4 | $2.9M | Buy |
18,897
+593
| +3% | +$94.3K | 0.29% | 76 |
|
|
2014
Q3 | $3.32M | Sell |
18,304
-68
| -0.4% | -$12.4K | 0.34% | 73 |
|
|
2014
Q2 | $3.18M | Sell |
18,372
-820
| -4% | -$148K | 0.33% | 72 |
|
|
2014
Q1 | $3.53M | Sell |
19,192
-10
| -0.1% | -$1.76K | 0.37% | 68 |
|
|
2013
Q4 | $3.44M | Sell |
19,202
-458
| -2% | -$79K | 0.36% | 67 |
|
|
2013
Q3 | $3.48M | Sell |
19,660
-104
| -0.5% | -$18.9K | 0.4% | 66 |
|
|
2013
Q2 | $3.61M | Buy |
+19,764
| New | +$3.85M | 0.43% | 62 |
|
Other funds holding IBM
VCM
VPM
Shufro Rose & Co's IBM Position: Q1 2026 in Review
Shufro Rose & Co increased its IBM (IBM) stake by 2.6% in Q1 2026, buying an estimated $513K and bringing the position to 73,874 shares worth $17.9M. The position accounts for 1.22% of the portfolio, ranked #23.
Shufro Rose & Co first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.3M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Shufro Rose & Co held 73,874 shares of IBM worth $17.9M as of Q1 2026.
- Shufro Rose & Co bought 1,895 IBM shares in Q1 2026, an estimated $513K.
- IBM made up 1.22% of Shufro Rose & Co's portfolio in Q1 2026, its #23 holding.
- Shufro Rose & Co first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Shufro Rose & Co's IBM position peaked at $21.3M in Q4 2025.
- 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.