Summit Securities Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,000
| Closed | -$2.49M | – | 1237 |
|
|
2025
Q1 | $2.49M | Buy |
+10,000
| New | +$2.45M | 0.39% | 32 |
|
|
2024
Q3 | – | Sell |
-15,000
| Closed | -$2.59M | – | 710 |
|
|
2024
Q2 | $2.59M | Buy |
+15,000
| New | +$2.61M | 0.49% | 32 |
|
|
2023
Q2 | – | Sell |
-7,500
| Closed | -$983K | – | 989 |
|
|
2023
Q1 | $983K | Buy |
+7,500
| New | +$1M | 0.08% | 97 |
|
|
2022
Q2 | – | Sell |
-3,400
| Closed | -$442K | – | 1078 |
|
|
2022
Q1 | $442K | Buy |
3,400
+400
| +13% | +$52.2K | 0.05% | 238 |
|
|
2021
Q4 | $401K | Buy |
3,000
+2,601
| +652% | +$326K | 0.02% | 421 |
|
|
2021
Q3 | $5.29M | Buy |
399
+33
| +9% | +$4.41K | 0.41% | 58 |
|
|
2021
Q2 | $5.13M | Buy |
366
+314
| +604% | +$42.9K | 0.42% | 48 |
|
|
2021
Q1 | $666K | Sell |
52
-145
| -74% | -$17.4K | 0.07% | 266 |
|
|
2020
Q4 | $2.37M | Buy |
197
+122
| +163% | +$14.1K | 0.2% | 123 |
|
|
2020
Q3 | $876K | Buy |
75
+11
| +17% | +$1.29K | 0.09% | 166 |
|
|
2020
Q2 | $737K | Buy |
+64
| New | +$7.43K | 0.09% | 179 |
|
|
2020
Q1 | – | Sell |
-31
| Closed | -$402K | – | 374 |
|
|
2019
Q4 | $402K | Buy |
+31
| New | +$4.03K | 0.03% | 309 |
|
|
2019
Q3 | – | Sell |
-115
| Closed | -$1.52M | – | 369 |
|
|
2019
Q2 | $1.52M | Buy |
+115
| New | +$15.1K | 0.18% | 98 |
|
|
2019
Q1 | – | Sell |
-1,441
| Closed | -$15.7M | – | 274 |
|
|
2018
Q4 | $15.7M | Buy |
+1,441
| New | +$173K | 1.36% | 13 |
|
|
2017
Q4 | – | Sell |
-471
| Closed | -$6.53M | – | 218 |
|
|
2017
Q3 | $6.53M | Buy |
471
+214
| +83% | +$29.8K | 1.11% | 10 |
|
|
2017
Q2 | $3.78M | Buy |
257
+203
| +376% | +$30.6K | 0.68% | 16 |
|
|
2017
Q1 | $906K | Buy |
54
+25
| +86% | +$4.19K | 0.26% | 76 |
|
|
2016
Q4 | $465K | Sell |
29
-61
| -68% | -$9.29K | 0.1% | 155 |
|
|
2016
Q3 | $1.37M | Buy |
90
+65
| +260% | +$9.86K | 0.46% | 36 |
|
|
2016
Q2 | $183K | Buy |
+25
| New | +$3.58K | 0.1% | 200 |
|
|
2016
Q1 | – | Sell |
-69
| Closed | -$40K | – | 232 |
|
|
2015
Q4 | $40K | Sell |
69
-36
| -34% | -$4.84K | 0.01% | 228 |
|
|
2015
Q3 | $169K | Buy |
+105
| New | +$15.5K | 0.12% | 93 |
|
Other funds holding IBM
VCM
VPM
Summit Securities Group's IBM Position: Q1 2026 in Review
Summit Securities Group increased its IBM (IBM) stake by 6,311% in Q1 2026, buying an estimated $13.7M and bringing the position to 51,284 shares worth $12.4M. The position accounts for 1.53% of the portfolio, ranked #14.
Summit Securities Group first reported a position in IBM in Q2 2013 and has held it in 44 quarters since. The position peaked at $12.6M in Q4 2022. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Summit Securities Group held 51,284 shares of IBM worth $12.4M as of Q1 2026.
- Summit Securities Group bought 50,484 IBM shares in Q1 2026, an estimated $13.7M.
- IBM made up 1.53% of Summit Securities Group's portfolio in Q1 2026, its #14 holding.
- Summit Securities Group first reported a position in IBM in Q2 2013 and has held it in 44 quarters since.
- Summit Securities Group's IBM position peaked at $12.6M in Q4 2022.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.