Stifel Financial’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 | $649M | Sell |
2,677,248
-50,010
| -2% | -$13.5M | 0.6% | 27 |
|
|
2025
Q4 | $808M | Sell |
2,727,258
-42,633
| -2% | -$12.8M | 0.73% | 22 |
|
|
2025
Q3 | $782M | Buy |
2,769,891
+1,010,253
| +57% | +$264M | 0.71% | 20 |
|
|
2025
Q2 | $519M | Sell |
1,759,638
-51,014
| -3% | -$13.1M | 0.5% | 40 |
|
|
2025
Q1 | $450M | Sell |
1,810,652
-118,350
| -6% | -$28.9M | 0.48% | 48 |
|
|
2024
Q4 | $424M | Buy |
1,929,002
+6,875
| +0.4% | +$1.53M | 0.44% | 53 |
|
|
2024
Q3 | $425M | Buy |
1,922,127
+9,320
| +0.5% | +$1.83M | 0.45% | 53 |
|
|
2024
Q2 | $331M | Buy |
1,912,807
+69,999
| +4% | +$12.2M | 0.37% | 62 |
|
|
2024
Q1 | $352M | Sell |
1,842,808
-64,621
| -3% | -$11.8M | 0.4% | 60 |
|
|
2023
Q4 | $312M | Sell |
1,907,429
-23,195
| -1% | -$3.5M | 0.39% | 64 |
|
|
2023
Q3 | $271M | Buy |
1,930,624
+29,189
| +2% | +$4.15M | 0.38% | 67 |
|
|
2023
Q2 | $254M | Buy |
1,901,435
+61,046
| +3% | +$7.88M | 0.35% | 73 |
|
|
2023
Q1 | $241M | Buy |
1,840,389
+7,778
| +0.4% | +$1.04M | 0.35% | 73 |
|
|
2022
Q4 | $258M | Sell |
1,832,611
-3,304
| -0.2% | -$456K | 0.39% | 62 |
|
|
2022
Q3 | $218M | Buy |
1,835,915
+20,275
| +1% | +$2.66M | 0.36% | 66 |
|
|
2022
Q2 | $256M | Buy |
1,815,640
+193,210
| +12% | +$26.1M | 0.4% | 58 |
|
|
2022
Q1 | $211M | Buy |
1,622,430
+97,704
| +6% | +$12.7M | 0.29% | 82 |
|
|
2021
Q4 | $204M | Sell |
1,524,726
-102,131
| -6% | -$12.8M | 0.27% | 90 |
|
|
2021
Q3 | $216M | Buy |
1,626,857
+4,752
| +0.3% | +$635K | 0.32% | 78 |
|
|
2021
Q2 | $227M | Buy |
1,622,105
+24,600
| +2% | +$3.36M | 0.34% | 71 |
|
|
2021
Q1 | $204M | Buy |
1,597,505
+130,664
| +9% | +$15.6M | 0.34% | 78 |
|
|
2020
Q4 | $177M | Buy |
1,466,841
+26,513
| +2% | +$3.06M | 0.32% | 81 |
|
|
2020
Q3 | $168M | Buy |
1,440,328
+51,264
| +4% | +$6.04M | 0.34% | 78 |
|
|
2020
Q2 | $160M | Buy |
1,389,064
+33,340
| +2% | +$3.87M | 0.37% | 72 |
|
|
2020
Q1 | $144M | Sell |
1,355,724
-81,338
| -6% | -$10.3M | 0.4% | 70 |
|
|
2019
Q4 | $184M | Buy |
1,437,062
+143,805
| +11% | +$18.7M | 0.38% | 65 |
|
|
2019
Q3 | $180M | Buy |
1,293,257
+65,574
| +5% | +$8.85M | 0.46% | 42 |
|
|
2019
Q2 | $162M | Sell |
1,227,683
-10,132
| -0.8% | -$1.33M | 0.42% | 50 |
|
|
2019
Q1 | $167M | Buy |
1,237,815
+93,687
| +8% | +$11.9M | 0.47% | 41 |
|
|
2018
Q4 | $124M | Sell |
1,144,128
-105,191
| -8% | -$12.6M | 0.4% | 49 |
|
|
2018
Q3 | $181M | Buy |
1,249,319
+37,136
| +3% | +$5.19M | 0.52% | 35 |
|
|
2018
Q2 | $162M | Buy |
1,212,183
+21,204
| +2% | +$2.96M | 0.5% | 36 |
|
|
2018
Q1 | $175M | Buy |
1,190,979
+194,628
| +20% | +$29.4M | 0.55% | 31 |
|
|
2017
Q4 | $146M | Buy |
996,351
+142,923
| +17% | +$20.8M | 0.46% | 41 |
|
|
2017
Q3 | $118M | Buy |
853,428
+24,843
| +3% | +$3.46M | 0.41% | 50 |
|
|
2017
Q2 | $122M | Buy |
828,585
+421,326
| +103% | +$63.5M | 0.45% | 43 |
|
|
2017
Q1 | $67.8M | Sell |
407,259
-47,723
| -10% | -$8M | 0.26% | 95 |
|
|
2016
Q4 | $72.1M | Buy |
454,982
+33,513
| +8% | +$5.1M | 0.31% | 72 |
|
|
2016
Q3 | $64M | Buy |
421,469
+7,360
| +2% | +$1.12M | 0.29% | 82 |
|
|
2016
Q2 | $60.1M | Sell |
414,109
-1,456
| -0.4% | -$208K | 0.28% | 92 |
|
|
2016
Q1 | $60.2M | Buy |
415,565
+24,048
| +6% | +$3.07M | 0.32% | 79 |
|
|
2015
Q4 | $51.5M | Sell |
391,517
-31,460
| -7% | -$4.23M | 0.27% | 95 |
|
|
2015
Q3 | $58.6M | Buy |
422,977
+8,782
| +2% | +$1.3M | 0.33% | 71 |
|
|
2015
Q2 | $64.3M | Buy |
414,195
+88,625
| +27% | +$14.2M | 0.33% | 65 |
|
|
2015
Q1 | $49.9M | Sell |
325,570
-2,026
| -0.6% | -$307K | 0.27% | 82 |
|
|
2014
Q4 | $50.2M | Buy |
327,596
+110,554
| +51% | +$17.6M | 0.28% | 82 |
|
|
2014
Q3 | $39.4M | Buy |
217,042
+4,506
| +2% | +$821K | 0.35% | 54 |
|
|
2014
Q2 | $36.8M | Sell |
212,536
-5,183
| -2% | -$933K | 0.33% | 51 |
|
|
2014
Q1 | $40.1M | Buy |
+217,719
| New | +$38.3M | 0.38% | 41 |
|
Other funds holding IBM
VCM
VPM
Stifel Financial's IBM Position: Q1 2026 in Review
Stifel Financial reduced its IBM (IBM) stake by 1.8% in Q1 2026, selling an estimated $13.5M and leaving 2,677,248 shares worth $649M. The position accounts for 0.6% of the portfolio, ranked #27.
Stifel Financial first reported a position in IBM in Q1 2014 and has held it in 49 quarters since. The position peaked at $808M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Stifel Financial held 2,677,248 shares of IBM worth $649M as of Q1 2026.
- Stifel Financial sold 50,010 IBM shares in Q1 2026, an estimated $13.5M.
- IBM made up 0.6% of Stifel Financial's portfolio in Q1 2026, its #27 holding.
- Stifel Financial first reported a position in IBM in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's IBM position peaked at $808M in Q4 2025.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.