Signature Wealth Management Group’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 | $2.04M | Sell |
8,399
-41
| -0.5% | -$11.1K | 0.77% | 42 |
|
|
2025
Q4 | $2.5M | Sell |
8,440
-31
| -0.4% | -$9.28K | 1.02% | 43 |
|
|
2025
Q3 | $2.39M | Sell |
8,471
-9,562
| -53% | -$2.5M | 0.93% | 45 |
|
|
2025
Q2 | $5.32M | Sell |
18,033
-479
| -3% | -$123K | 2.1% | 9 |
|
|
2025
Q1 | $4.6M | Sell |
18,512
-1,613
| -8% | -$395K | 1.79% | 14 |
|
|
2024
Q4 | $4.42M | Sell |
20,125
-929
| -4% | -$207K | 1.78% | 15 |
|
|
2024
Q3 | $4.65M | Buy |
21,054
+302
| +1% | +$59.2K | 1.87% | 14 |
|
|
2024
Q2 | $3.59M | Buy |
20,752
+347
| +2% | +$60.3K | 1.57% | 25 |
|
|
2024
Q1 | $3.71M | Sell |
20,405
-5,313
| -21% | -$969K | 1.69% | 21 |
|
|
2023
Q4 | $4.21M | Buy |
+25,718
| New | +$3.89M | 1.94% | 14 |
|
|
2023
Q2 | $3.56M | Buy |
26,621
+152
| +0.6% | +$19.6K | 1.66% | 26 |
|
|
2023
Q1 | $3.47M | Buy |
26,469
+510
| +2% | +$68.2K | 1.65% | 29 |
|
|
2022
Q4 | $3.66M | Buy |
25,959
+518
| +2% | +$71.5K | 1.79% | 24 |
|
|
2022
Q3 | $3.02M | Buy |
25,441
+428
| +2% | +$56.2K | 1.54% | 32 |
|
|
2022
Q2 | $3.53M | Buy |
25,013
+209
| +0.8% | +$28.2K | 1.72% | 27 |
|
|
2022
Q1 | $3.23M | Buy |
24,804
+2,732
| +12% | +$356K | 1.45% | 35 |
|
|
2021
Q4 | $2.95M | Sell |
22,072
-2,031
| -8% | -$255K | 1.49% | 34 |
|
|
2021
Q3 | $3.2M | Sell |
24,103
-127
| -0.5% | -$17K | 1.78% | 28 |
|
|
2021
Q2 | $3.4M | Sell |
24,230
-168
| -0.7% | -$23K | 1.89% | 19 |
|
|
2021
Q1 | $3.11M | Sell |
24,398
-302
| -1% | -$36.1K | 1.83% | 31 |
|
|
2020
Q4 | $2.97M | Buy |
24,700
+719
| +3% | +$83.1K | 1.87% | 25 |
|
|
2020
Q3 | $2.79M | Buy |
23,981
+710
| +3% | +$83.6K | 2.01% | 24 |
|
|
2020
Q2 | $2.69M | Buy |
23,271
+234
| +1% | +$27.2K | 2.05% | 24 |
|
|
2020
Q1 | $2.44M | Sell |
23,037
-369
| -2% | -$46.7K | 2.15% | 21 |
|
|
2019
Q4 | $3M | Buy |
23,406
+104
| +0.4% | +$13.5K | 1.89% | 28 |
|
|
2019
Q3 | $3.24M | Buy |
23,302
+26
| +0.1% | +$3.51K | 2.15% | 21 |
|
|
2019
Q2 | $3.15M | Buy |
23,276
+261
| +1% | +$34.3K | 2.1% | 22 |
|
|
2019
Q1 | $3.1M | Buy |
23,015
+302
| +1% | +$38.5K | 2.17% | 19 |
|
|
2018
Q4 | $2.47M | Buy |
22,713
+1,581
| +7% | +$190K | 1.91% | 33 |
|
|
2018
Q3 | $2.42M | Buy |
21,132
+1,336
| +7% | +$187K | 1.79% | 32 |
|
|
2018
Q2 | $2.64M | Buy |
19,796
+533
| +3% | +$74.3K | 1.96% | 26 |
|
|
2018
Q1 | $2.83M | Buy |
19,263
+480
| +3% | +$72.6K | 2.18% | 20 |
|
|
2017
Q4 | $2.75M | Buy |
+18,783
| New | +$2.73M | 2.02% | 27 |
|
Other funds holding IBM
Signature Wealth Management Group's IBM Position: Q1 2026 in Review
Signature Wealth Management Group reduced its IBM (IBM) stake by 0.49% in Q1 2026, selling an estimated $11.1K and leaving 8,399 shares worth $2.04M. The position accounts for 0.77% of the portfolio, ranked #42.
Signature Wealth Management Group first reported a position in IBM in Q4 2017 and has held it in 33 quarters since. The position peaked at $5.32M in Q2 2025. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Signature Wealth Management Group held 8,399 shares of IBM worth $2.04M as of Q1 2026.
- Signature Wealth Management Group sold 41 IBM shares in Q1 2026, an estimated $11.1K.
- IBM made up 0.77% of Signature Wealth Management Group's portfolio in Q1 2026, its #42 holding.
- Signature Wealth Management Group first reported a position in IBM in Q4 2017 and has held it in 33 quarters since.
- Signature Wealth Management Group's IBM position peaked at $5.32M in Q2 2025.
- 3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.