Stephens Inc’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 | $16.3M | Sell |
67,057
-3,799
| -5% | -$1.03M | 0.2% | 113 |
|
|
2025
Q4 | $21M | Buy |
70,856
+950
| +1% | +$285K | 0.26% | 86 |
|
|
2025
Q3 | $19.7M | Sell |
69,906
-844
| -1% | -$221K | 0.25% | 93 |
|
|
2025
Q2 | $20.9M | Buy |
70,750
+1,052
| +2% | +$271K | 0.29% | 86 |
|
|
2025
Q1 | $17.3M | Sell |
69,698
-762
| -1% | -$186K | 0.25% | 94 |
|
|
2024
Q4 | $15.5M | Sell |
70,460
-235
| -0.3% | -$52.3K | 0.22% | 106 |
|
|
2024
Q3 | $15.6M | Buy |
70,695
+3,075
| +5% | +$603K | 0.22% | 116 |
|
|
2024
Q2 | $11.7M | Sell |
67,620
-2,417
| -3% | -$420K | 0.18% | 132 |
|
|
2024
Q1 | $13.4M | Sell |
70,037
-114
| -0.2% | -$20.8K | 0.21% | 122 |
|
|
2023
Q4 | $11.5M | Buy |
70,151
+11,258
| +19% | +$1.7M | 0.2% | 123 |
|
|
2023
Q3 | $8.26M | Sell |
58,893
-22,048
| -27% | -$3.14M | 0.16% | 150 |
|
|
2023
Q2 | $10.8M | Buy |
80,941
+21,127
| +35% | +$2.73M | 0.19% | 123 |
|
|
2023
Q1 | $7.84M | Sell |
59,814
-1,623
| -3% | -$217K | 0.15% | 163 |
|
|
2022
Q4 | $8.66M | Sell |
61,437
-7,445
| -11% | -$1.03M | 0.18% | 144 |
|
|
2022
Q3 | $8.18M | Buy |
68,882
+1,636
| +2% | +$215K | 0.17% | 141 |
|
|
2022
Q2 | $9.49M | Buy |
67,246
+4,416
| +7% | +$596K | 0.19% | 127 |
|
|
2022
Q1 | $8.17M | Sell |
62,830
-3,717
| -6% | -$485K | 0.13% | 175 |
|
|
2021
Q4 | $8.89M | Sell |
66,547
-18,840
| -22% | -$2.36M | 0.13% | 164 |
|
|
2021
Q3 | $11.3M | Sell |
85,387
-14,713
| -15% | -$1.97M | 0.18% | 129 |
|
|
2021
Q2 | $14M | Buy |
100,100
+9,367
| +10% | +$1.28M | 0.21% | 116 |
|
|
2021
Q1 | $11.6M | Sell |
90,733
-10,987
| -11% | -$1.31M | 0.19% | 117 |
|
|
2020
Q4 | $12.2M | Buy |
101,720
+10,172
| +11% | +$1.18M | 0.22% | 106 |
|
|
2020
Q3 | $10.6M | Buy |
91,548
+1,820
| +2% | +$214K | 0.21% | 106 |
|
|
2020
Q2 | $10.4M | Buy |
89,728
+15,651
| +21% | +$1.82M | 0.22% | 105 |
|
|
2020
Q1 | $7.86M | Buy |
74,077
+12,537
| +20% | +$1.59M | 0.21% | 108 |
|
|
2019
Q4 | $7.89M | Sell |
61,540
-2,339
| -4% | -$304K | 0.17% | 145 |
|
|
2019
Q3 | $8.88M | Buy |
63,879
+5,115
| +9% | +$690K | 0.2% | 123 |
|
|
2019
Q2 | $7.75M | Buy |
58,764
+1,870
| +3% | +$246K | 0.18% | 133 |
|
|
2019
Q1 | $7.67M | Buy |
56,894
+1,960
| +4% | +$250K | 0.18% | 123 |
|
|
2018
Q4 | $5.97M | Sell |
54,934
-1,294
| -2% | -$155K | 0.17% | 133 |
|
|
2018
Q3 | $8.13M | Buy |
56,228
+1,513
| +3% | +$211K | 0.2% | 111 |
|
|
2018
Q2 | $7.31M | Sell |
54,715
-4,033
| -7% | -$562K | 0.22% | 109 |
|
|
2018
Q1 | $8.62M | Buy |
58,748
+2,635
| +5% | +$399K | 0.32% | 73 |
|
|
2017
Q4 | $8.23M | Buy |
56,113
+2,676
| +5% | +$389K | 0.31% | 78 |
|
|
2017
Q3 | $7.41M | Buy |
53,437
+4,553
| +9% | +$634K | 0.27% | 83 |
|
|
2017
Q2 | $7.19M | Sell |
48,884
-4,233
| -8% | -$638K | 0.25% | 84 |
|
|
2017
Q1 | $8.84M | Buy |
53,117
+3,909
| +8% | +$655K | 0.32% | 63 |
|
|
2016
Q4 | $7.81M | Buy |
49,208
+9,394
| +24% | +$1.43M | 0.32% | 57 |
|
|
2016
Q3 | $6.05M | Buy |
39,814
+1,719
| +5% | +$261K | 0.26% | 75 |
|
|
2016
Q2 | $5.53M | Buy |
38,095
+3,379
| +10% | +$484K | 0.25% | 82 |
|
|
2016
Q1 | $5.03M | Buy |
34,716
+2,633
| +8% | +$336K | 0.25% | 88 |
|
|
2015
Q4 | $4.22M | Buy |
32,083
+585
| +2% | +$78.6K | 0.21% | 103 |
|
|
2015
Q3 | $4.37M | Buy |
31,498
+5,135
| +19% | +$758K | 0.23% | 95 |
|
|
2015
Q2 | $4.1M | Sell |
26,363
-542
| -2% | -$87.1K | 0.19% | 114 |
|
|
2015
Q1 | $4.13M | Buy |
26,905
+947
| +4% | +$144K | 0.19% | 124 |
|
|
2014
Q4 | $3.98M | Sell |
25,958
-2,398
| -8% | -$382K | 0.19% | 124 |
|
|
2014
Q3 | $5.15M | Buy |
28,356
+506
| +2% | +$92.2K | 0.25% | 80 |
|
|
2014
Q2 | $4.83M | Sell |
27,850
-270
| -1% | -$48.6K | 0.24% | 87 |
|
|
2014
Q1 | $5.17M | Sell |
28,120
-5,787
| -17% | -$1.02M | 0.28% | 75 |
|
|
2013
Q4 | $6.08M | Buy |
33,907
+2,818
| +9% | +$486K | 0.3% | 48 |
|
|
2013
Q3 | $5.5M | Buy |
31,089
+1,532
| +5% | +$278K | 0.3% | 50 |
|
|
2013
Q2 | $5.4M | Buy |
+29,557
| New | +$5.76M | 0.3% | 54 |
|
Other funds holding IBM
VCM
VPM
Stephens Inc's IBM Position: Q1 2026 in Review
Stephens Inc reduced its IBM (IBM) stake by 5.4% in Q1 2026, selling an estimated $1.03M and leaving 67,057 shares worth $16.3M. The position accounts for 0.2% of the portfolio, ranked #113.
Stephens Inc first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $21M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Stephens Inc held 67,057 shares of IBM worth $16.3M as of Q1 2026.
- Stephens Inc sold 3,799 IBM shares in Q1 2026, an estimated $1.03M.
- IBM made up 0.2% of Stephens Inc's portfolio in Q1 2026, its #113 holding.
- Stephens Inc first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- Stephens Inc's IBM position peaked at $21M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.