United Capital Financial 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 | $13.4M | Buy |
55,123
+852
| +2% | +$231K | 0.08% | 198 |
|
|
2025
Q4 | $16.1M | Buy |
54,271
+8,232
| +18% | +$2.47M | 0.1% | 170 |
|
|
2025
Q3 | $13M | Buy |
46,039
+1,043
| +2% | +$273K | 0.09% | 169 |
|
|
2025
Q2 | $13.3M | Buy |
44,996
+1,477
| +3% | +$381K | 0.11% | 152 |
|
|
2025
Q1 | $10.8M | Buy |
43,519
+1,370
| +3% | +$335K | 0.09% | 169 |
|
|
2024
Q4 | $9.27M | Sell |
42,149
-1,898
| -4% | -$423K | 0.08% | 185 |
|
|
2024
Q3 | $9.74M | Sell |
44,047
-2,926
| -6% | -$574K | 0.08% | 188 |
|
|
2024
Q2 | $8.12M | Sell |
46,973
-24,055
| -34% | -$4.18M | 0.07% | 201 |
|
|
2024
Q1 | $13.6M | Sell |
71,028
-1,851
| -3% | -$338K | 0.11% | 154 |
|
|
2023
Q4 | $11.9M | Sell |
72,879
-20,304
| -22% | -$3.07M | 0.1% | 170 |
|
|
2023
Q3 | $13.1M | Sell |
93,183
-10,256
| -10% | -$1.46M | 0.09% | 198 |
|
|
2023
Q2 | $13.8M | Sell |
103,439
-11,661
| -10% | -$1.5M | 0.08% | 199 |
|
|
2023
Q1 | $15.1M | Sell |
115,100
-21,554
| -16% | -$2.88M | 0.08% | 192 |
|
|
2022
Q4 | $19.3M | Sell |
136,654
-19,506
| -12% | -$2.69M | 0.11% | 175 |
|
|
2022
Q3 | $18.6M | Sell |
156,160
-4,701
| -3% | -$617K | 0.11% | 173 |
|
|
2022
Q2 | $22.7M | Buy |
160,861
+2,986
| +2% | +$403K | 0.12% | 158 |
|
|
2022
Q1 | $20.5M | Sell |
157,875
-1,217
| -0.8% | -$159K | 0.1% | 184 |
|
|
2021
Q4 | $21.3M | Sell |
159,092
-7,355
| -4% | -$922K | 0.1% | 192 |
|
|
2021
Q3 | $22.1M | Sell |
166,447
-12,842
| -7% | -$1.72M | 0.11% | 180 |
|
|
2021
Q2 | $25.1M | Buy |
179,289
+16,328
| +10% | +$2.23M | 0.13% | 169 |
|
|
2021
Q1 | $20.8M | Sell |
162,961
-5,603
| -3% | -$671K | 0.11% | 174 |
|
|
2020
Q4 | $20.3M | Sell |
168,564
-4,599
| -3% | -$532K | 0.12% | 175 |
|
|
2020
Q3 | $20.1M | Sell |
173,163
-1,937
| -1% | -$228K | 0.13% | 170 |
|
|
2020
Q2 | $20.2M | Sell |
175,100
-1,300
| -0.7% | -$151K | 0.15% | 152 |
|
|
2020
Q1 | $18.7M | Sell |
176,400
-193,316
| -52% | -$24.4M | 0.15% | 143 |
|
|
2019
Q4 | $47.4M | Buy |
369,716
+15,860
| +4% | +$2.06M | 0.31% | 69 |
|
|
2019
Q3 | $49.2M | Buy |
353,856
+5,094
| +1% | +$687K | 0.34% | 62 |
|
|
2019
Q2 | $46M | Buy |
348,762
+16,179
| +5% | +$2.13M | 0.3% | 76 |
|
|
2019
Q1 | $44.9M | Buy |
332,583
+50,482
| +18% | +$6.43M | 0.32% | 73 |
|
|
2018
Q4 | $30.5M | Buy |
282,101
+5,236
| +2% | +$628K | 0.24% | 90 |
|
|
2018
Q3 | $40M | Sell |
276,865
-7,550
| -3% | -$1.06M | 0.28% | 79 |
|
|
2018
Q2 | $38M | Sell |
284,415
-8,302
| -3% | -$1.16M | 0.28% | 74 |
|
|
2018
Q1 | $42.9M | Sell |
292,717
-13,919
| -5% | -$2.11M | 0.33% | 67 |
|
|
2017
Q4 | $45.2M | Buy |
306,636
+43,742
| +17% | +$6.36M | 0.36% | 58 |
|
|
2017
Q3 | $36.5M | Buy |
262,894
+44,754
| +21% | +$6.23M | 0.31% | 68 |
|
|
2017
Q2 | $32.1M | Buy |
218,140
+8,215
| +4% | +$1.24M | 0.29% | 79 |
|
|
2017
Q1 | $34.9M | Sell |
209,925
-13,818
| -6% | -$2.32M | 0.33% | 69 |
|
|
2016
Q4 | $35.5M | Buy |
223,743
+13,534
| +6% | +$2.06M | 0.34% | 58 |
|
|
2016
Q3 | $31.9M | Buy |
210,209
+14,390
| +7% | +$2.18M | 0.31% | 71 |
|
|
2016
Q2 | $28.5M | Buy |
195,819
+11,924
| +6% | +$1.71M | 0.29% | 66 |
|
|
2016
Q1 | $26.6M | Buy |
183,895
+1,792
| +1% | +$229K | 0.29% | 64 |
|
|
2015
Q4 | $24M | Buy |
182,103
+5,428
| +3% | +$729K | 0.28% | 72 |
|
|
2015
Q3 | $24.5M | Sell |
176,675
-20
| -0% | -$2.95K | 0.29% | 66 |
|
|
2015
Q2 | $27.5M | Buy |
176,695
+8,496
| +5% | +$1.37M | 0.32% | 72 |
|
|
2015
Q1 | $27.5M | Buy |
168,199
+16,939
| +11% | +$2.57M | 0.34% | 72 |
|
|
2014
Q4 | $23.2M | Buy |
151,260
+24,028
| +19% | +$3.82M | 0.35% | 73 |
|
|
2014
Q3 | $23.1M | Sell |
127,232
-1,752
| -1% | -$319K | 0.4% | 63 |
|
|
2014
Q2 | $22.4M | Buy |
128,984
+3,989
| +3% | +$718K | 0.41% | 59 |
|
|
2014
Q1 | $23M | Buy |
124,995
+22,540
| +22% | +$3.97M | 0.49% | 43 |
|
|
2013
Q4 | $18.4M | Buy |
102,455
+49,423
| +93% | +$8.52M | 0.63% | 35 |
|
|
2013
Q3 | $9.39M | Sell |
53,032
-102,759
| -66% | -$18.7M | 0.3% | 74 |
|
|
2013
Q2 | $28.5M | Buy |
+155,791
| New | +$30.3M | 0.76% | 30 |
|
Other funds holding IBM
VCM
VPM
United Capital Financial Advisors's IBM Position: Q1 2026 in Review
United Capital Financial Advisors increased its IBM (IBM) stake by 1.6% in Q1 2026, buying an estimated $231K and bringing the position to 55,123 shares worth $13.4M. The position accounts for 0.08% of the portfolio, ranked #198.
United Capital Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.2M in Q3 2019. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- United Capital Financial Advisors held 55,123 shares of IBM worth $13.4M as of Q1 2026.
- United Capital Financial Advisors bought 852 IBM shares in Q1 2026, an estimated $231K.
- IBM made up 0.08% of United Capital Financial Advisors's portfolio in Q1 2026, its #198 holding.
- United Capital Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's IBM position peaked at $49.2M in Q3 2019.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.