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Sterneck Capital Management’s IBM IBM Stock Holding History

Sterneck Capital Management’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 		$3.22M Sell
13,290
-253
-2% -$68.5K 1.45% 21
2025
Q4 		$4.01M Sell
13,543
-23
-0.2% -$6.89K 1.81% 19
2025
Q3 		$3.83M Buy
13,566
+560
+4% +$147K 1.78% 19
2025
Q2 		$3.83M Sell
13,006
-107
-0.8% -$27.6K 1.94% 17
2025
Q1 		$3.26M Sell
13,113
-269
-2% -$65.8K 1.76% 17
2024
Q4 		$2.94M Sell
13,382
-523
-4% -$116K 1.59% 21
2024
Q3 		$3.07M Sell
13,905
-1,186
-8% -$233K 1.66% 18
2024
Q2 		$2.61M Sell
15,091
-172
-1% -$29.9K 1.48% 22
2024
Q1 		$2.91M Sell
15,263
-341
-2% -$62.2K 1.74% 17
2023
Q4 		$2.55M Sell
15,604
-834
-5% -$126K 1.63% 17
2023
Q3 		$2.31M Sell
16,438
-1,538
-9% -$219K 1.54% 20
2023
Q2 		$2.41M Buy
17,976
+76
+0.4% +$9.81K 1.47% 19
2023
Q1 		$2.35M Buy
17,900
+1,376
+8% +$184K 1.48% 19
2022
Q4 		$2.33M Sell
16,524
-1,436
-8% -$198K 1.54% 17
2022
Q3 		$2.13M Buy
17,960
+663
+4% +$87K 1.51% 19
2022
Q2 		$2.44M Buy
17,297
+247
+1% +$33.3K 1.64% 15
2022
Q1 		$2.22M Buy
17,050
+140
+0.8% +$18.3K 1.33% 24
2021
Q4 		$2.26M Sell
16,910
-260
-2% -$32.6K 1.34% 22
2021
Q3 		$2.28M Buy
17,170
+192
+1% +$25.7K 1.45% 21
2021
Q2 		$2.3M Buy
16,978
+128
+0.8% +$17.5K 1.42% 22
2021
Q1 		$2.15M Buy
16,850
+1,867
+12% +$223K 1.5% 23
2020
Q4 		$1.8M Sell
14,983
-1,658
-10% -$192K 1.35% 25
2020
Q3 		$1.94M Buy
16,641
+184
+1% +$21.7K 1.64% 19
2020
Q2 		$1.9M Sell
16,457
-6
-0% -$697 1.79% 16
2020
Q1 		$1.75M Sell
16,463
-527
-3% -$66.6K 1.76% 15
2019
Q4 		$2.18M Buy
16,990
+120
+0.7% +$15.6K 1.73% 15
2019
Q3 		$2.35M Sell
16,870
-809
-5% -$109K 2.14% 11
2019
Q2 		$2.33M Buy
17,679
+597
+3% +$78.4K 2.02% 14
2019
Q1 		$2.3M Sell
17,082
-644
-4% -$82.1K 2.01% 14
2018
Q4 		$1.93M Sell
17,726
-2,592
-13% -$311K 1.87% 14
2018
Q3 		$2.94M Sell
20,318
-2,692
-12% -$376K 2.12% 11
2018
Q2 		$3.07M Sell
23,010
-6,515
-22% -$909K 2.13% 12
2018
Q1 		$4.33M Sell
29,525
-1,937
-6% -$293K 2.55% 7
2017
Q4 		$4.62M Buy
31,462
+2,815
+10% +$409K 2.76% 5
2017
Q3 		$3.97M Buy
28,647
+6,387
+29% +$890K 2.28% 9
2017
Q2 		$3.27M Buy
22,260
+10,626
+91% +$1.6M 1.96% 16
2017
Q1 		$1.94M Sell
11,634
-26
-0.2% -$4.36K 1.15% 32
2016
Q4 		$1.85M Sell
11,660
-79
-0.7% -$12K 1.19% 30
2016
Q3 		$1.78M Sell
11,739
-380
-3% -$57.7K 1.19% 29
2016
Q2 		$1.76M Buy
12,119
+451
+4% +$64.6K 1.17% 26
2016
Q1 		$1.69M Sell
11,668
-110
-0.9% -$14.1K 1.19% 25
2015
Q4 		$1.55M Sell
11,778
-631
-5% -$84.8K 0.99% 32
2015
Q3 		$1.72M Buy
12,409
+149
+1% +$22K 1.13% 32
2015
Q2 		$1.91M Buy
12,260
+486
+4% +$78.1K 1.05% 35
2015
Q1 		$1.81M Sell
11,774
-250
-2% -$37.9K 0.97% 37
2014
Q4 		$1.84M Buy
12,024
+1,383
+13% +$220K 1.09% 34
2014
Q3 		$1.93M Sell
10,641
-3,258
-23% -$594K 1.16% 33
2014
Q2 		$2.41M Sell
13,899
-944
-6% -$170K 1.41% 22
2014
Q1 		$2.73M Buy
14,843
+6,647
+81% +$1.17M 1.48% 26
2013
Q4 		$1.47M Buy
+8,196
New +$1.41M 0.89% 41

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

Sterneck Capital Management's IBM Position: Q1 2026 in Review

Sterneck Capital Management reduced its IBM (IBM) stake by 1.9% in Q1 2026, selling an estimated $68.5K and leaving 13,290 shares worth $3.22M. The position accounts for 1.45% of the portfolio, ranked #21.

Sterneck Capital Management first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $4.62M in Q4 2017. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Sterneck Capital Management held 13,290 shares of IBM worth $3.22M as of Q1 2026.
  • Sterneck Capital Management sold 253 IBM shares in Q1 2026, an estimated $68.5K.
  • IBM made up 1.45% of Sterneck Capital Management's portfolio in Q1 2026, its #21 holding.
  • Sterneck Capital Management first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
  • Sterneck Capital Management's IBM position peaked at $4.62M in Q4 2017.
  • 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.