Valeo 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
Q2 | $4.4M | Sell |
15,643
-897
| -5% | -$226K | 0.09% | 104 |
|
|
2026
Q1 | $4.01M | Sell |
16,540
-1,820
| -10% | -$492K | 0.1% | 100 |
|
|
2025
Q4 | $5.44M | Buy |
18,360
+306
| +2% | +$91.6K | 0.12% | 89 |
|
|
2025
Q3 | $5.09M | Buy |
18,054
+737
| +4% | +$193K | 0.12% | 88 |
|
|
2025
Q2 | $5.1M | Buy |
17,317
+2,480
| +17% | +$639K | 0.13% | 89 |
|
|
2025
Q1 | $3.69M | Buy |
14,837
+741
| +5% | +$181K | 0.1% | 92 |
|
|
2024
Q4 | $3.1M | Buy |
14,096
+96
| +0.7% | +$21.4K | 0.09% | 111 |
|
|
2024
Q3 | $3.1M | Buy |
14,000
+552
| +4% | +$108K | 0.09% | 114 |
|
|
2024
Q2 | $2.33M | Buy |
13,448
+283
| +2% | +$49.2K | 0.07% | 128 |
|
|
2024
Q1 | $2.42M | Sell |
13,165
-1,475
| -10% | -$269K | 0.09% | 126 |
|
|
2023
Q4 | $2.39M | Buy |
14,640
+290
| +2% | +$43.8K | 0.1% | 117 |
|
|
2023
Q3 | $2.01M | Buy |
14,350
+1,684
| +13% | +$240K | 0.09% | 123 |
|
|
2023
Q2 | $1.69M | Sell |
12,666
-2,849
| -18% | -$368K | 0.08% | 140 |
|
|
2023
Q1 | $2.03M | Sell |
15,515
-877
| -5% | -$117K | 0.1% | 126 |
|
|
2022
Q4 | $2.31M | Buy |
16,392
+2,296
| +16% | +$317K | 0.13% | 100 |
|
|
2022
Q3 | $1.68M | Sell |
14,096
-3,623
| -20% | -$475K | 0.11% | 116 |
|
|
2022
Q2 | $2.5M | Buy |
17,719
+622
| +4% | +$84K | 0.16% | 85 |
|
|
2022
Q1 | $2.22M | Buy |
17,097
+3,480
| +26% | +$454K | 0.11% | 109 |
|
|
2021
Q4 | $1.82M | Sell |
13,617
-1,400
| -9% | -$176K | 0.1% | 126 |
|
|
2021
Q3 | $2M | Buy |
15,017
+5,856
| +64% | +$783K | 0.11% | 111 |
|
|
2021
Q2 | $1.28M | Sell |
9,161
-49
| -0.5% | -$6.7K | 0.08% | 143 |
|
|
2021
Q1 | $1.17M | Buy |
9,210
+780
| +9% | +$93.3K | 0.05% | 165 |
|
|
2020
Q4 | $1.01M | Buy |
8,430
+1,768
| +27% | +$204K | 0.05% | 159 |
|
|
2020
Q3 | $775K | Sell |
6,662
-1,094
| -14% | -$129K | 0.07% | 149 |
|
|
2020
Q2 | $896K | Buy |
7,756
+311
| +4% | +$36.1K | 0.08% | 140 |
|
|
2020
Q1 | $861K | Sell |
7,445
-1,726
| -19% | -$218K | 0.09% | 131 |
|
|
2019
Q4 | $1.18M | Buy |
9,171
+80
| +0.9% | +$10.4K | 0.11% | 121 |
|
|
2019
Q3 | $1.26M | Buy |
9,091
+327
| +4% | +$44.1K | 0.14% | 99 |
|
|
2019
Q2 | $1.16M | Buy |
8,764
+22
| +0.3% | +$2.89K | 0.13% | 118 |
|
|
2019
Q1 | $1.18M | Sell |
8,742
-3,262
| -27% | -$416K | 0.14% | 109 |
|
|
2018
Q4 | $1.3M | Sell |
12,004
-4,795
| -29% | -$576K | 0.18% | 90 |
|
|
2018
Q3 | $1.85M | Sell |
16,799
-402
| -2% | -$56.2K | 0.25% | 64 |
|
|
2018
Q2 | $2.35M | Buy |
17,201
+801
| +5% | +$112K | 0.33% | 56 |
|
|
2018
Q1 | $2.41M | Buy |
16,400
+6,820
| +71% | +$1.03M | 0.39% | 51 |
|
|
2017
Q4 | $1.41M | Buy |
9,580
+6,359
| +197% | +$925K | 0.23% | 75 |
|
|
2017
Q3 | $447K | Buy |
+3,221
| New | +$449K | 0.1% | 138 |
|
Other funds holding IBM
Valeo Financial Advisors's IBM Position: Q2 2026 in Review
Valeo Financial Advisors reduced its IBM (IBM) stake by 5.4% in Q2 2026, selling an estimated $226K and leaving 15,643 shares worth $4.4M. The position accounts for 0.09% of the portfolio, ranked #104.
Valeo Financial Advisors first reported a position in IBM in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.44M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Valeo Financial Advisors held 15,643 shares of IBM worth $4.4M as of Q2 2026.
- Valeo Financial Advisors sold 897 IBM shares in Q2 2026, an estimated $226K.
- IBM made up 0.09% of Valeo Financial Advisors's portfolio in Q2 2026, its #104 holding.
- Valeo Financial Advisors first reported a position in IBM in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's IBM position peaked at $5.44M in Q4 2025.
- 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.