Stonebridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.44M | Sell |
14,200
-1,018
| -7% | -$275K | 0.24% | 71 |
|
|
2025
Q4 | $4.51M | Sell |
15,218
-1,687
| -10% | -$505K | 0.31% | 64 |
|
|
2025
Q3 | $4.77M | Sell |
16,905
-257
| -1% | -$67.3K | 0.34% | 64 |
|
|
2025
Q2 | $5.06M | Sell |
17,162
-3,859
| -18% | -$994K | 0.38% | 59 |
|
|
2025
Q1 | $5.23M | Sell |
21,021
-1,102
| -5% | -$270K | 0.43% | 59 |
|
|
2024
Q4 | $4.86M | Sell |
22,123
-436
| -2% | -$97.1K | 0.39% | 59 |
|
|
2024
Q3 | $4.99M | Sell |
22,559
-256
| -1% | -$50.2K | 0.41% | 58 |
|
|
2024
Q2 | $3.95M | Sell |
22,815
-560
| -2% | -$97.3K | 0.35% | 61 |
|
|
2024
Q1 | $4.46M | Sell |
23,375
-810
| -3% | -$148K | 0.4% | 63 |
|
|
2023
Q4 | $3.96M | Sell |
24,185
-714
| -3% | -$108K | 0.4% | 63 |
|
|
2023
Q3 | $3.49M | Buy |
24,899
+507
| +2% | +$72.1K | 0.38% | 66 |
|
|
2023
Q2 | $3.26M | Buy |
24,392
+862
| +4% | +$111K | 0.35% | 69 |
|
|
2023
Q1 | $3.08M | Buy |
23,530
+690
| +3% | +$92.3K | 0.35% | 66 |
|
|
2022
Q4 | $3.22M | Buy |
22,840
+231
| +1% | +$31.9K | 0.38% | 66 |
|
|
2022
Q3 | $2.69M | Sell |
22,609
-547
| -2% | -$71.8K | 0.35% | 72 |
|
|
2022
Q2 | $3.27M | Buy |
23,156
+341
| +1% | +$46K | 0.4% | 66 |
|
|
2022
Q1 | $2.97M | Buy |
22,815
+921
| +4% | +$120K | 0.32% | 77 |
|
|
2021
Q4 | $2.93M | Sell |
21,894
-1,879
| -8% | -$236K | 0.32% | 77 |
|
|
2021
Q3 | $3.16M | Sell |
23,773
-22,520
| -49% | -$3.01M | 0.38% | 72 |
|
|
2021
Q2 | $6.19M | Buy |
46,293
+23,301
| +101% | +$3.19M | 0.39% | 71 |
|
|
2021
Q1 | $2.93M | Buy |
22,992
+771
| +3% | +$92.3K | 0.39% | 73 |
|
|
2020
Q4 | $2.67M | Buy |
22,221
+681
| +3% | +$78.7K | 0.4% | 71 |
|
|
2020
Q3 | $2.51M | Sell |
21,540
-39,720
| -65% | -$4.68M | 0.45% | 62 |
|
|
2020
Q2 | $7.07M | Sell |
61,260
-23
| -0% | -$2.67K | 1.31% | 24 |
|
|
2020
Q1 | $6.5M | Buy |
61,283
+1,768
| +3% | +$224K | 1.37% | 22 |
|
|
2019
Q4 | $7.63M | Buy |
59,515
+1,973
| +3% | +$256K | 1.25% | 25 |
|
|
2019
Q3 | $8M | Buy |
57,542
+1,899
| +3% | +$256K | 1.38% | 16 |
|
|
2019
Q2 | $7.34M | Sell |
55,643
-285
| -0.5% | -$37.4K | 1.3% | 21 |
|
|
2019
Q1 | $7.54M | Buy |
55,928
+8,898
| +19% | +$1.13M | 1.4% | 20 |
|
|
2018
Q4 | $5.11M | Buy |
47,030
+889
| +2% | +$107K | 1.19% | 34 |
|
|
2018
Q3 | $6.67M | Buy |
46,141
+5,512
| +14% | +$770K | 1.34% | 24 |
|
|
2018
Q2 | $5.43M | Buy |
40,629
+2,266
| +6% | +$316K | 1.18% | 33 |
|
|
2018
Q1 | $5.63M | Buy |
38,363
+10,363
| +37% | +$1.57M | 1.3% | 24 |
|
|
2017
Q4 | $4.11M | Buy |
28,000
+17,473
| +166% | +$2.54M | 0.94% | 44 |
|
|
2017
Q3 | $1.46M | Buy |
10,527
+654
| +7% | +$91.1K | 0.36% | 79 |
|
|
2017
Q2 | $1.45M | Buy |
9,873
+476
| +5% | +$71.8K | 0.38% | 80 |
|
|
2017
Q1 | $1.56M | Sell |
9,397
-6,788
| -42% | -$1.14M | 0.43% | 77 |
|
|
2016
Q4 | $2.57M | Buy |
16,185
+665
| +4% | +$101K | 0.76% | 52 |
|
|
2016
Q3 | $2.36M | Buy |
15,520
+670
| +5% | +$102K | 0.74% | 53 |
|
|
2016
Q2 | $2.15M | Buy |
14,850
+435
| +3% | +$62.3K | 0.73% | 52 |
|
|
2016
Q1 | $2.09M | Buy |
14,415
+1,795
| +14% | +$229K | 0.74% | 51 |
|
|
2015
Q4 | $1.66M | Buy |
12,620
+2,050
| +19% | +$275K | 0.61% | 58 |
|
|
2015
Q3 | $1.47M | Buy |
10,570
+51
| +0.5% | +$7.53K | 0.59% | 59 |
|
|
2015
Q2 | $1.64M | Buy |
10,519
+341
| +3% | +$54.8K | 0.63% | 55 |
|
|
2015
Q1 | $1.56M | Buy |
10,178
+3,961
| +64% | +$601K | 0.6% | 59 |
|
|
2014
Q4 | $953K | Sell |
6,217
-663
| -10% | -$105K | 0.39% | 81 |
|
|
2014
Q3 | $1.25M | Buy |
6,880
+89
| +1% | +$16.2K | 0.55% | 67 |
|
|
2014
Q2 | $1.18M | Buy |
6,791
+195
| +3% | +$35.1K | 0.53% | 70 |
|
|
2014
Q1 | $1.21M | Sell |
6,596
-3,636
| -36% | -$640K | 0.59% | 64 |
|
|
2013
Q4 | $1.83M | Buy |
+10,232
| New | +$1.76M | 0.95% | 39 |
|
Other funds holding IBM
VCM
VPM
Stonebridge Capital Advisors's IBM Position: Q1 2026 in Review
Stonebridge Capital Advisors reduced its IBM (IBM) stake by 6.7% in Q1 2026, selling an estimated $275K and leaving 14,200 shares worth $3.44M. The position accounts for 0.24% of the portfolio, ranked #71.
Stonebridge Capital Advisors first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $8M in Q3 2019. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Stonebridge Capital Advisors held 14,200 shares of IBM worth $3.44M as of Q1 2026.
- Stonebridge Capital Advisors sold 1,018 IBM shares in Q1 2026, an estimated $275K.
- IBM made up 0.24% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #71 holding.
- Stonebridge Capital Advisors first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
- Stonebridge Capital Advisors's IBM position peaked at $8M in Q3 2019.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.