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Stockman Wealth Management’s IBM IBM Stock Holding History

Stockman Wealth 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 		$1.62M Sell
6,691
-706
-10% -$191K 0.18% 63
2025
Q4 		$2.19M Sell
7,397
-255
-3% -$76.4K 0.26% 59
2025
Q3 		$2.16M Sell
7,652
-242
-3% -$63.3K 0.27% 59
2025
Q2 		$2.33M Sell
7,894
-53,286
-87% -$13.7M 0.32% 58
2025
Q1 		$15.2M Sell
61,180
-4,945
-7% -$1.21M 2.25% 13
2024
Q4 		$14.5M Sell
66,125
-6,583
-9% -$1.47M 2.28% 11
2024
Q3 		$16.1M Buy
72,708
+925
+1% +$181K 2.5% 8
2024
Q2 		$12.4M Sell
71,783
-1,095
-2% -$190K 2.18% 12
2024
Q1 		$13.9M Sell
72,878
-4,226
-5% -$771K 2.46% 11
2023
Q4 		$12.6M Buy
77,104
+433
+0.6% +$65.4K 2.52% 9
2023
Q3 		$10.8M Sell
76,671
-656
-0.8% -$93.3K 2.37% 11
2023
Q2 		$10.3M Buy
77,327
+2,112
+3% +$273K 2.22% 10
2023
Q1 		$9.86M Buy
75,215
+3,254
+5% +$435K 2.2% 10
2022
Q4 		$10.1M Sell
71,961
-1,908
-3% -$263K 2.33% 9
2022
Q3 		$8.78M Buy
73,869
+11,855
+19% +$1.56M 2.37% 7
2022
Q2 		$8.76M Buy
62,014
+1,119
+2% +$151K 2.23% 12
2022
Q1 		$7.92M Buy
60,895
+2,479
+4% +$323K 1.64% 19
2021
Q4 		$7.81M Buy
58,416
+1,401
+2% +$176K 1.59% 17
2021
Q3 		$7.57M Buy
57,015
+2,125
+4% +$284K 1.69% 13
2021
Q2 		$7.69M Buy
54,890
+3,336
+6% +$456K 1.84% 10
2021
Q1 		$6.57M Buy
51,554
+3,420
+7% +$409K 1.83% 15
2020
Q4 		$5.79M Buy
48,134
+2,007
+4% +$232K 1.78% 17
2020
Q3 		$5.37M Buy
46,127
+40,428
+709% +$4.76M 1.96% 16
2020
Q2 		$658K Buy
5,699
+11
+0.2% +$1.28K 0.25% 74
2020
Q1 		$603K Sell
5,688
-57
-1% -$7.21K 0.27% 68
2019
Q4 		$736K Sell
5,745
-175
-3% -$22.7K 0.26% 72
2019
Q3 		$823K Buy
5,920
+176
+3% +$23.7K 0.32% 70
2019
Q2 		$757K Sell
5,744
-780
-12% -$102K 0.31% 70
2019
Q1 		$880K Sell
6,524
-102
-2% -$13K 0.38% 61
2018
Q4 		$720K Sell
6,626
-182
-3% -$21.8K 0.34% 66
2018
Q3 		$984K Sell
6,808
-10
-0.1% -$1.4K 0.42% 55
2018
Q2 		$910K Buy
6,818
+55
+0.8% +$7.67K 0.42% 58
2018
Q1 		$992K Sell
6,763
-379
-5% -$57.3K 0.45% 56
2017
Q4 		$1.05M Buy
7,142
+1,780
+33% +$259K 0.47% 55
2017
Q3 		$744K Buy
5,362
+1,651
+44% +$230K 0.36% 65
2017
Q2 		$546K Sell
3,711
-1,336
-26% -$201K 0.54% 61
2017
Q1 		$840K Sell
5,047
-44
-0.9% -$7.38K 0.48% 53
2016
Q4 		$808K Buy
5,091
+28
+0.6% +$4.26K 0.49% 51
2016
Q3 		$769K Buy
5,063
+132
+3% +$20K 0.48% 54
2016
Q2 		$716K Sell
4,931
-888
-15% -$127K 0.56% 52
2016
Q1 		$843K Sell
5,819
-2,687
-32% -$343K 0.67% 48
2015
Q4 		$1.12M Sell
8,506
-846
-9% -$114K 0.91% 45
2015
Q3 		$1.3M Buy
9,352
+1,214
+15% +$179K 1.12% 42
2015
Q2 		$1.27M Sell
8,138
-73
-0.9% -$11.7K 1.08% 45
2015
Q1 		$1.26M Buy
8,211
+1
+0% +$152 1.08% 45
2014
Q4 		$1.26M Buy
+8,210
New +$1.31M 1.08% 45

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

Stockman Wealth Management's IBM Position: Q1 2026 in Review

Stockman Wealth Management reduced its IBM (IBM) stake by 9.5% in Q1 2026, selling an estimated $191K and leaving 6,691 shares worth $1.62M. The position accounts for 0.18% of the portfolio, ranked #63.

Stockman Wealth Management first reported a position in IBM in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.1M in Q3 2024. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Stockman Wealth Management held 6,691 shares of IBM worth $1.62M as of Q1 2026.
  • Stockman Wealth Management sold 706 IBM shares in Q1 2026, an estimated $191K.
  • IBM made up 0.18% of Stockman Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Stockman Wealth Management first reported a position in IBM in Q4 2014 and has held it in 46 quarters since.
  • Stockman Wealth Management's IBM position peaked at $16.1M in Q3 2024.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.