Sowell Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11M | Buy |
39,076
+1,639
| +4% | +$413K | 0.36% | 51 |
|
|
2026
Q1 | $9.07M | Buy |
37,437
+850
| +2% | +$230K | 0.34% | 57 |
|
|
2025
Q4 | $10.8M | Buy |
36,587
+1,355
| +4% | +$406K | 0.4% | 46 |
|
|
2025
Q3 | $9.94M | Sell |
35,232
-4,934
| -12% | -$1.29M | 0.38% | 49 |
|
|
2025
Q2 | $11.8M | Sell |
40,166
-419
| -1% | -$108K | 0.48% | 35 |
|
|
2025
Q1 | $10.1M | Buy |
40,585
+8,859
| +28% | +$2.17M | 0.46% | 41 |
|
|
2024
Q4 | $6.97M | Buy |
31,726
+641
| +2% | +$143K | 0.37% | 57 |
|
|
2024
Q3 | $6.87M | Sell |
31,085
-623
| -2% | -$122K | 0.32% | 74 |
|
|
2024
Q2 | $5.48M | Sell |
31,708
-308
| -1% | -$53.5K | 0.26% | 90 |
|
|
2024
Q1 | $6.11M | Buy |
32,016
+105
| +0.3% | +$19.2K | 0.29% | 87 |
|
|
2023
Q4 | $5.22M | Sell |
31,911
-3,218
| -9% | -$486K | 0.28% | 89 |
|
|
2023
Q3 | $4.93M | Buy |
35,129
+752
| +2% | +$107K | 0.31% | 84 |
|
|
2023
Q2 | $4.6M | Buy |
34,377
+7,800
| +29% | +$1.01M | 0.26% | 99 |
|
|
2023
Q1 | $3.48M | Sell |
26,577
-6,193
| -19% | -$829K | 0.27% | 89 |
|
|
2022
Q4 | $4.62M | Buy |
32,770
+14,455
| +79% | +$1.99M | 0.3% | 84 |
|
|
2022
Q3 | $2.18M | Buy |
18,315
+442
| +2% | +$58K | 0.22% | 126 |
|
|
2022
Q2 | $2.52M | Buy |
+17,873
| New | +$2.41M | 0.23% | 89 |
|
|
2022
Q1 | – | Sell |
-14,417
| Closed | -$1.93M | – | 311 |
|
|
2021
Q4 | $1.93M | Buy |
14,417
+339
| +2% | +$42.5K | 0.11% | 204 |
|
|
2021
Q3 | $1.87M | Buy |
14,078
+409
| +3% | +$54.7K | 0.13% | 188 |
|
|
2021
Q2 | $1.92M | Sell |
13,669
-1,853
| -12% | -$253K | 0.13% | 196 |
|
|
2021
Q1 | $2.2M | Sell |
15,522
-1,909
| -11% | -$228K | 0.08% | 226 |
|
|
2020
Q4 | $2.1M | Sell |
17,431
-933
| -5% | -$108K | 0.09% | 199 |
|
|
2020
Q3 | $2.14M | Buy |
18,364
+424
| +2% | +$49.9K | 0.11% | 173 |
|
|
2020
Q2 | $2.07M | Buy |
17,940
+2,385
| +15% | +$277K | 0.11% | 169 |
|
|
2020
Q1 | $1.65M | Buy |
15,555
+1,543
| +11% | +$195K | 0.12% | 181 |
|
|
2019
Q4 | $1.8M | Sell |
14,012
-2,357
| -14% | -$306K | 0.14% | 166 |
|
|
2019
Q3 | $2.28M | Buy |
+16,369
| New | +$2.21M | 0.19% | 113 |
|
|
2019
Q1 | $1.78M | Buy |
13,215
+1,954
| +17% | +$249K | 0.2% | 114 |
|
|
2018
Q4 | $1.22M | Sell |
11,261
-3,356
| -23% | -$403K | 0.17% | 127 |
|
|
2018
Q3 | $2.11M | Sell |
14,617
-370
| -2% | -$51.7K | 0.31% | 64 |
|
|
2018
Q2 | $2.04M | Buy |
14,987
+2,252
| +18% | +$314K | 0.43% | 62 |
|
|
2018
Q1 | $1.73M | Sell |
12,735
-1,410
| -10% | -$213K | 0.43% | 58 |
|
|
2017
Q4 | $2.29M | Buy |
14,145
+974
| +7% | +$142K | 0.56% | 51 |
|
|
2017
Q3 | $1.94M | Buy |
13,171
+2,908
| +28% | +$405K | 0.51% | 53 |
|
|
2017
Q2 | $1.39M | Buy |
10,263
+2,698
| +36% | +$407K | 0.4% | 61 |
|
|
2017
Q1 | $1.1M | Buy |
7,565
+483
| +7% | +$81K | 0.33% | 72 |
|
|
2016
Q4 | $1.22M | Buy |
+7,082
| New | +$1.08M | 0.41% | 66 |
|
Other funds holding IBM
Sowell Financial Services's IBM Position: Q2 2026 in Review
Sowell Financial Services increased its IBM (IBM) stake by 4.4% in Q2 2026, buying an estimated $413K and bringing the position to 39,076 shares worth $11M. The position accounts for 0.36% of the portfolio, ranked #51.
Sowell Financial Services first reported a position in IBM in Q4 2016 and has held it in 37 quarters since. The position peaked at $11.8M in Q2 2025. 3,622 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Sowell Financial Services held 39,076 shares of IBM worth $11M as of Q2 2026.
- Sowell Financial Services bought 1,639 IBM shares in Q2 2026, an estimated $413K.
- IBM made up 0.36% of Sowell Financial Services's portfolio in Q2 2026, its #51 holding.
- Sowell Financial Services first reported a position in IBM in Q4 2016 and has held it in 37 quarters since.
- Sowell Financial Services's IBM position peaked at $11.8M in Q2 2025.
- 3,622 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.