Sunbelt Securities’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 | $3.67M | Buy |
15,128
+756
| +5% | +$205K | 0.23% | 80 |
|
|
2025
Q4 | $4.26M | Buy |
14,372
+311
| +2% | +$93.1K | 0.28% | 65 |
|
|
2025
Q3 | $3.97M | Buy |
14,061
+1,140
| +9% | +$298K | 0.27% | 71 |
|
|
2025
Q2 | $2.84M | Buy |
12,921
+27
| +0.2% | +$6.96K | 0.25% | 78 |
|
|
2025
Q1 | $3.21M | Sell |
12,894
-27
| -0.2% | -$6.6K | 0.29% | 67 |
|
|
2024
Q4 | $2.85M | Buy |
12,921
+1,873
| +17% | +$417K | 0.25% | 77 |
|
|
2024
Q3 | $2.44M | Sell |
11,048
-278
| -2% | -$54.5K | 0.24% | 88 |
|
|
2024
Q2 | $1.96M | Buy |
11,326
+1,993
| +21% | +$346K | 0.2% | 99 |
|
|
2024
Q1 | $1.78M | Buy |
9,333
+143
| +2% | +$26.1K | 0.2% | 106 |
|
|
2023
Q4 | $1.5M | Sell |
9,190
-99
| -1% | -$15K | 0.19% | 118 |
|
|
2023
Q3 | $1.3M | Buy |
9,289
+6,742
| +265% | +$959K | 0.18% | 129 |
|
|
2023
Q2 | $341K | Sell |
2,547
-108
| -4% | -$13.9K | 0.05% | 356 |
|
|
2023
Q1 | $343K | Buy |
2,655
+496
| +23% | +$66.4K | 0.06% | 325 |
|
|
2022
Q4 | $304K | Buy |
2,159
+19
| +0.9% | +$2.62K | 0.06% | 348 |
|
|
2022
Q3 | $254K | Sell |
2,140
-256
| -11% | -$33.6K | 0.05% | 364 |
|
|
2022
Q2 | $338K | Buy |
2,396
+69
| +3% | +$9.31K | 0.07% | 310 |
|
|
2022
Q1 | $307K | Sell |
2,327
-1,066
| -31% | -$139K | 0.06% | 351 |
|
|
2021
Q4 | $465K | Buy |
3,393
+71
| +2% | +$8.9K | 0.08% | 284 |
|
|
2021
Q3 | $441K | Hold |
3,322
| – | – | 0.08% | 275 |
|
|
2021
Q2 | $441K | Buy |
3,322
+508
| +18% | +$69.5K | 0.08% | 275 |
|
|
2021
Q1 | $358K | Buy |
2,814
+1
| +0% | +$120 | 0.07% | 302 |
|
|
2020
Q4 | $339K | Buy |
2,813
+268
| +11% | +$31K | 0.07% | 290 |
|
|
2020
Q3 | $296K | Buy |
2,545
+422
| +20% | +$49.7K | 0.08% | 260 |
|
|
2020
Q2 | $245K | Buy |
+2,123
| New | +$247K | 0.08% | 250 |
|
|
2020
Q1 | – | Sell |
-31,274
| Closed | -$4.01M | – | 503 |
|
|
2019
Q4 | $4.01M | Sell |
31,274
-1,235
| -4% | -$161K | 0.42% | 50 |
|
|
2019
Q3 | $4.52M | Buy |
+32,509
| New | +$4.39M | 0.51% | 43 |
|
|
2016
Q2 | – | Sell |
-1,825
| Closed | -$264K | – | 100 |
|
|
2016
Q1 | $264K | Sell |
1,825
-19
| -1% | -$2.43K | 0.38% | 68 |
|
|
2015
Q4 | $243K | Sell |
1,844
-3,398
| -65% | -$457K | 0.34% | 70 |
|
|
2015
Q3 | $727K | Buy |
5,242
+3,028
| +137% | +$447K | 0.99% | 20 |
|
|
2015
Q2 | $344K | Buy |
+2,214
| New | +$356K | 0.47% | 47 |
|
Other funds holding IBM
VCM
VPM
Sunbelt Securities's IBM Position: Q1 2026 in Review
Sunbelt Securities increased its IBM (IBM) stake by 5.3% in Q1 2026, buying an estimated $205K and bringing the position to 15,128 shares worth $3.67M. The position accounts for 0.23% of the portfolio, ranked #80.
Sunbelt Securities first reported a position in IBM in Q2 2015 and has held it in 30 quarters since. The position peaked at $4.52M in Q3 2019. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Sunbelt Securities held 15,128 shares of IBM worth $3.67M as of Q1 2026.
- Sunbelt Securities bought 756 IBM shares in Q1 2026, an estimated $205K.
- IBM made up 0.23% of Sunbelt Securities's portfolio in Q1 2026, its #80 holding.
- Sunbelt Securities first reported a position in IBM in Q2 2015 and has held it in 30 quarters since.
- Sunbelt Securities's IBM position peaked at $4.52M in Q3 2019.
- 3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.