Thrive Capital Management (Pennsylvania)’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$356K Sell
1,265
-13
-1% -$3.27K 0.07% 141
2026
Q1
$310K Sell
1,278
-38
-3% -$10.3K 0.07% 143
2025
Q4
$390K Buy
1,316
+249
+23% +$74.6K 0.09% 139
2025
Q3
$301K Buy
1,067
+5
+0.5% +$1.31K 0.08% 152
2025
Q2
$313K Buy
1,062
+177
+20% +$45.6K 0.1% 146
2025
Q1
$220K Buy
+885
New +$216K 0.13% 109
2024
Q4
– Sell
-1,083
Closed -$239K – 127
2024
Q3
$239K Sell
1,083
-162
-13% -$31.8K 0.11% 167
2024
Q2
$215K Buy
1,245
+191
+18% +$33.2K 0.1% 171
2024
Q1
$201K Sell
1,054
-244
-19% -$44.5K 0.11% 117
2023
Q4
$212K Buy
+1,298
New +$196K 0.11% 143
2022
Q1
– Sell
-4,122
Closed -$551K – 107
2021
Q4
$551K Sell
4,122
-3,692
-47% -$463K 0.36% 60
2021
Q3
$1.04M Buy
7,814
+956
+14% +$128K 0.77% 42
2021
Q2
$961K Buy
6,858
+2,129
+45% +$291K 0.75% 41
2021
Q1
$602K Buy
4,729
+1,237
+35% +$148K 0.56% 47
2020
Q4
$420K Buy
+3,492
New +$404K 0.45% 55

Other funds holding IBM

Thrive Capital Management (Pennsylvania)'s IBM Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its IBM (IBM) stake by 1% in Q2 2026, selling an estimated $3.27K and leaving 1,265 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #141.

Thrive Capital Management (Pennsylvania) first reported a position in IBM in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.04M in Q3 2021. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 1,265 shares of IBM worth $356K as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) sold 13 IBM shares in Q2 2026, an estimated $3.27K.
  • IBM made up 0.07% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #141 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in IBM in Q4 2020 and has held it in 15 quarters since.
  • Thrive Capital Management (Pennsylvania)'s IBM position peaked at $1.04M in Q3 2021.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.