Steel Grove Capital 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
Q4 | – | Sell |
-7,607
| Closed | -$2.24M | – | 212 |
|
|
2025
Q3 | $2.24M | Hold |
7,607
| – | – | 0.27% | 41 |
|
|
2025
Q2 | $2.24M | Sell |
7,607
-1,162
| -13% | -$299K | 0.27% | 41 |
|
|
2025
Q1 | $2.18M | Sell |
8,769
-213
| -2% | -$52.1K | 0.33% | 36 |
|
|
2024
Q4 | $1.97M | Sell |
8,982
-840
| -9% | -$187K | 0.27% | 39 |
|
|
2024
Q3 | $2.17M | Sell |
9,822
-404
| -4% | -$79.2K | 0.3% | 36 |
|
|
2024
Q2 | $1.77M | Sell |
10,226
-4,398
| -30% | -$764K | 0.24% | 53 |
|
|
2024
Q1 | $2.79M | Sell |
14,624
-386
| -3% | -$70.4K | 0.37% | 31 |
|
|
2023
Q4 | $2.45M | Sell |
15,010
-1,276
| -8% | -$193K | 0.33% | 37 |
|
|
2023
Q3 | $2.28M | Buy |
16,286
+69
| +0.4% | +$9.82K | 0.31% | 39 |
|
|
2023
Q2 | $2.17M | Buy |
16,217
+26
| +0.2% | +$3.35K | 0.27% | 45 |
|
|
2023
Q1 | $2.12M | Buy |
16,191
+1,364
| +9% | +$182K | 0.28% | 47 |
|
|
2022
Q4 | $2.09M | Buy |
14,827
+580
| +4% | +$80K | 0.3% | 47 |
|
|
2022
Q3 | $1.69M | Buy |
14,247
+791
| +6% | +$104K | 0.3% | 50 |
|
|
2022
Q2 | $1.9M | Buy |
13,456
+736
| +6% | +$99.3K | 0.35% | 39 |
|
|
2022
Q1 | $1.65M | Buy |
12,720
+8,287
| +187% | +$1.08M | 0.26% | 61 |
|
|
2021
Q4 | $593K | Sell |
4,433
-8,753
| -66% | -$1.1M | 0.12% | 78 |
|
|
2021
Q3 | $1.75M | Buy |
13,186
+251
| +2% | +$33.6K | 0.4% | 39 |
|
|
2021
Q2 | $1.81M | Buy |
12,935
+1,328
| +11% | +$182K | 0.5% | 32 |
|
|
2021
Q1 | $1.48M | Buy |
11,607
+7,520
| +184% | +$900K | 0.48% | 49 |
|
|
2020
Q4 | $492K | Sell |
4,087
-5,932
| -59% | -$686K | 0.16% | 88 |
|
|
2020
Q3 | $1.17M | Buy |
10,019
+117
| +1% | +$13.8K | 0.47% | 52 |
|
|
2020
Q2 | $1.14M | Sell |
9,902
-1,574
| -14% | -$183K | 0.51% | 55 |
|
|
2020
Q1 | $1.22M | Buy |
11,476
+1,740
| +18% | +$220K | 0.79% | 35 |
|
|
2019
Q4 | $1.25M | Sell |
9,736
-665
| -6% | -$86.4K | 0.7% | 55 |
|
|
2019
Q3 | $1.45M | Buy |
10,401
+11
| +0.1% | +$1.48K | 0.86% | 40 |
|
|
2019
Q2 | $1.37M | Buy |
10,390
+236
| +2% | +$31K | 0.85% | 45 |
|
|
2019
Q1 | $1.37M | Buy |
10,154
+3,835
| +61% | +$489K | 0.89% | 42 |
|
|
2018
Q4 | $687K | Buy |
6,319
+3,262
| +107% | +$392K | 0.1% | 170 |
|
|
2018
Q3 | $442K | Buy |
3,057
+185
| +6% | +$25.9K | 0.06% | 213 |
|
|
2018
Q2 | $384K | Buy |
2,872
+323
| +13% | +$45K | 0.06% | 221 |
|
|
2018
Q1 | $374K | Hold |
2,549
| – | – | 0.06% | 238 |
|
|
2017
Q4 | $374K | Buy |
+2,549
| New | +$371K | 0.06% | 225 |
|
|
2015
Q2 | – | Sell |
-2,091
| Closed | -$321K | – | 201 |
|
|
2015
Q1 | $321K | Buy |
+2,091
| New | +$317K | 0.07% | 106 |
|
Other funds holding IBM
Steel Grove Capital Advisors's IBM Position: Q4 2025 in Review
Steel Grove Capital Advisors sold out of IBM (IBM) in Q4 2025, closing a stake of 7,607 shares — an estimated $2.24M sold.
Steel Grove Capital Advisors first reported a position in IBM in Q1 2015 and held it in 33 quarters. The position peaked at $2.79M in Q1 2024. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.
- Steel Grove Capital Advisors reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
- Steel Grove Capital Advisors sold 7,607 IBM shares in Q4 2025, an estimated $2.24M.
- Steel Grove Capital Advisors first reported a position in IBM in Q1 2015 and held it in 33 quarters.
- Steel Grove Capital Advisors's IBM position peaked at $2.79M in Q1 2024.
- 3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.
Based on Steel Grove Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.