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Sigma Planning Corp’s IBM IBM Stock Holding History

Sigma Planning Corp’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 		$10.3M Sell
42,677
-1,911
-4% -$517K 0.29% 60
2025
Q4 		$13.2M Buy
44,588
+5,202
+13% +$1.56M 0.36% 44
2025
Q3 		$11.1M Buy
39,386
+3,111
+9% +$814K 0.32% 50
2025
Q2 		$10.7M Sell
36,275
-2,843
-7% -$732K 0.32% 52
2025
Q1 		$9.73M Buy
39,118
+3,015
+8% +$737K 0.31% 56
2024
Q4 		$7.94M Buy
36,103
+1,972
+6% +$439K 0.25% 70
2024
Q3 		$7.55M Sell
34,131
-71
-0.2% -$13.9K 0.23% 83
2024
Q2 		$5.92M Sell
34,202
-57
-0.2% -$9.9K 0.19% 103
2024
Q1 		$6.54M Buy
34,259
+19,082
+126% +$3.48M 0.21% 90
2023
Q4 		$2.48M Sell
15,177
-18,209
-55% -$2.75M 0.19% 101
2023
Q3 		$4.68M Buy
33,386
+1,032
+3% +$147K 0.18% 117
2023
Q2 		$4.33M Sell
32,354
-9,711
-23% -$1.25M 0.16% 124
2023
Q1 		$5.51M Sell
42,065
-740
-2% -$99K 0.18% 120
2022
Q4 		$6.03M Buy
42,805
+595
+1% +$82.1K 0.22% 103
2022
Q3 		$5.01M Sell
42,210
-1,171
-3% -$154K 0.19% 116
2022
Q2 		$6.13M Buy
43,381
+9,043
+26% +$1.22M 0.21% 101
2022
Q1 		$4.46M Buy
34,338
+2,027
+6% +$264K 0.13% 158
2021
Q4 		$4.32M Sell
32,311
-1,501
-4% -$188K 0.12% 179
2021
Q3 		$4.49M Buy
33,812
+544
+2% +$72.7K 0.14% 163
2021
Q2 		$4.66M Buy
33,268
+5,195
+19% +$710K 0.14% 161
2021
Q1 		$3.58M Buy
28,073
+832
+3% +$99.6K 0.11% 212
2020
Q4 		$3.28M Sell
27,241
-1,952
-7% -$226K 0.11% 197
2020
Q3 		$3.4M Buy
29,193
+137
+0.5% +$16.1K 0.13% 171
2020
Q2 		$3.35M Buy
29,056
+6,161
+27% +$716K 0.15% 149
2020
Q1 		$2.43M Sell
22,895
-2,373
-9% -$300K 0.14% 151
2019
Q4 		$3.24M Buy
25,268
+896
+4% +$116K 0.14% 161
2019
Q3 		$3.39M Buy
24,372
+155
+0.6% +$20.9K 0.16% 151
2019
Q2 		$3.19M Buy
24,217
+2,728
+13% +$358K 0.16% 151
2019
Q1 		$2.9M Buy
21,489
+2,395
+13% +$305K 0.16% 148
2018
Q4 		$2.08M Buy
19,094
+826
+5% +$99.1K 0.15% 148
2018
Q3 		$2.64M Sell
18,268
-168
-0.9% -$23.5K 0.16% 140
2018
Q2 		$2.46M Sell
18,436
-1,826
-9% -$255K 0.16% 145
2018
Q1 		$2.97M Buy
20,262
+5,906
+41% +$894K 0.22% 112
2017
Q4 		$2.11M Sell
14,356
-630
-4% -$91.6K 0.16% 157
2017
Q3 		$2.08M Sell
14,986
-909
-6% -$127K 0.17% 150
2017
Q2 		$2.34M Buy
15,895
+542
+4% +$81.7K 0.22% 115
2017
Q1 		$2.56M Buy
15,353
+1,427
+10% +$239K 0.25% 95
2016
Q4 		$2.21M Buy
13,926
+4,321
+45% +$658K 0.24% 94
2016
Q3 		$1.46M Buy
9,605
+728
+8% +$110K 0.17% 144
2016
Q2 		$1.29M Sell
8,877
-4,215
-32% -$603K 0.17% 151
2016
Q1 		$1.9M Buy
13,092
+3,199
+32% +$409K 0.26% 85
2015
Q4 		$1.3M Sell
9,893
-3,376
-25% -$454K 0.18% 127
2015
Q3 		$1.84M Sell
13,269
-1,010
-7% -$149K 0.29% 75
2015
Q2 		$2.22M Sell
14,279
-1,380
-9% -$222K 0.31% 80
2015
Q1 		$2.4M Buy
15,659
+740
+5% +$112K 0.32% 68
2014
Q4 		$2.29M Buy
+14,919
New +$2.37M 0.3% 84

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sigma Planning Corp's IBM Position: Q1 2026 in Review

Sigma Planning Corp reduced its IBM (IBM) stake by 4.3% in Q1 2026, selling an estimated $517K and leaving 42,677 shares worth $10.3M. The position accounts for 0.29% of the portfolio, ranked #60.

Sigma Planning Corp first reported a position in IBM in Q4 2014 and has held it in 46 quarters since. The position peaked at $13.2M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sigma Planning Corp held 42,677 shares of IBM worth $10.3M as of Q1 2026.
  • Sigma Planning Corp sold 1,911 IBM shares in Q1 2026, an estimated $517K.
  • IBM made up 0.29% of Sigma Planning Corp's portfolio in Q1 2026, its #60 holding.
  • Sigma Planning Corp first reported a position in IBM in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's IBM position peaked at $13.2M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.