WBI Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,234
| Closed | -$348K | – | 343 |
|
|
2025
Q3 | $348K | Buy |
+1,234
| New | +$323K | 0.09% | 235 |
|
|
2025
Q2 | – | Sell |
-10,170
| Closed | -$2.53M | – | 296 |
|
|
2025
Q1 | $2.53M | Buy |
10,170
+8,742
| +612% | +$2.14M | 0.67% | 40 |
|
|
2024
Q4 | $314K | Sell |
1,428
-7,402
| -84% | -$1.65M | 0.08% | 178 |
|
|
2024
Q3 | $1.95M | Buy |
+8,830
| New | +$1.73M | 0.47% | 57 |
|
|
2024
Q2 | – | Sell |
-9,791
| Closed | -$1.87M | – | 196 |
|
|
2024
Q1 | $1.87M | Sell |
9,791
-8,189
| -46% | -$1.49M | 0.39% | 68 |
|
|
2023
Q4 | $2.94M | Buy |
17,980
+5,786
| +47% | +$874K | 0.59% | 44 |
|
|
2023
Q3 | $1.71M | Sell |
12,194
-8,195
| -40% | -$1.17M | 0.34% | 83 |
|
|
2023
Q2 | $2.73M | Sell |
20,389
-908
| -4% | -$117K | 0.49% | 58 |
|
|
2023
Q1 | $2.79M | Sell |
21,297
-26,733
| -56% | -$3.58M | 0.56% | 41 |
|
|
2022
Q4 | $6.77M | Buy |
48,030
+30,127
| +168% | +$4.16M | 1.45% | 14 |
|
|
2022
Q3 | $2.13M | Sell |
17,903
-74,391
| -81% | -$9.76M | 0.62% | 37 |
|
|
2022
Q2 | $12.8M | Buy |
92,294
+60,263
| +188% | +$8.13M | 2.76% | 10 |
|
|
2022
Q1 | $4.16M | Buy |
32,031
+9,928
| +45% | +$1.29M | 0.67% | 47 |
|
|
2021
Q4 | $2.95M | Sell |
22,103
-7,120
| -24% | -$893K | 0.47% | 56 |
|
|
2021
Q3 | $3.88M | Buy |
29,223
+1,821
| +7% | +$243K | 0.65% | 33 |
|
|
2021
Q2 | $3.84M | Sell |
27,402
-8,911
| -25% | -$1.22M | 0.59% | 38 |
|
|
2021
Q1 | $4.63M | Buy |
36,313
+19,303
| +113% | +$2.31M | 0.73% | 26 |
|
|
2020
Q4 | $2.05M | Buy |
17,010
+687
| +4% | +$79.4K | 0.31% | 72 |
|
|
2020
Q3 | $1.9M | Buy |
16,323
+8,042
| +97% | +$947K | 0.29% | 58 |
|
|
2020
Q2 | $956K | Sell |
8,281
-16,780
| -67% | -$1.95M | 0.15% | 61 |
|
|
2020
Q1 | $2.66M | Buy |
25,061
+14,053
| +128% | +$1.78M | 0.5% | 28 |
|
|
2019
Q4 | $1.41M | Sell |
11,008
-91,692
| -89% | -$11.9M | 0.15% | 105 |
|
|
2019
Q3 | $14.3M | Buy |
102,700
+64,683
| +170% | +$8.73M | 1.36% | 13 |
|
|
2019
Q2 | $5.01M | Sell |
38,017
-36,424
| -49% | -$4.79M | 0.44% | 46 |
|
|
2019
Q1 | $10M | Buy |
74,441
+35,564
| +91% | +$4.53M | 0.77% | 28 |
|
|
2018
Q4 | $4.22M | Sell |
38,877
-272,420
| -88% | -$32.7M | 0.48% | 27 |
|
|
2018
Q3 | $45M | Buy |
311,297
+302,379
| +3,391% | +$42.3M | 2.45% | 6 |
|
|
2018
Q2 | $1.19M | Sell |
8,918
-6,473
| -42% | -$903K | 0.06% | 167 |
|
|
2018
Q1 | $2.26M | Sell |
15,391
-58,877
| -79% | -$8.91M | 0.12% | 103 |
|
|
2017
Q4 | $10.9M | Buy |
74,268
+68,212
| +1,126% | +$9.92M | 0.5% | 50 |
|
|
2017
Q3 | $840K | Sell |
6,056
-4,692
| -44% | -$654K | 0.04% | 202 |
|
|
2017
Q2 | $1.58M | Sell |
10,748
-7,839
| -42% | -$1.18M | 0.07% | 184 |
|
|
2017
Q1 | $3.1M | Buy |
18,587
+16,402
| +751% | +$2.75M | 0.14% | 117 |
|
|
2016
Q4 | $347K | Buy |
+2,185
| New | +$333K | 0.01% | 253 |
|
|
2015
Q3 | – | Sell |
-67,875
| Closed | -$10.6M | – | 209 |
|
|
2015
Q2 | $10.6M | Sell |
67,875
-4,954
| -7% | -$796K | 0.27% | 78 |
|
|
2015
Q1 | $11.2M | Buy |
+72,829
| New | +$11M | 0.26% | 78 |
|
Other funds holding IBM
WBI Investments's IBM Position: Q4 2025 in Review
WBI Investments sold out of IBM (IBM) in Q4 2025, closing a stake of 1,234 shares — an estimated $348K sold.
WBI Investments first reported a position in IBM in Q1 2015 and held it in 36 quarters. The position peaked at $45M in Q3 2018. 3,684 funds tracked by Wall St. Rank hold IBM as of Q4 2025.
- WBI Investments reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
- WBI Investments sold 1,234 IBM shares in Q4 2025, an estimated $348K.
- WBI Investments first reported a position in IBM in Q1 2015 and held it in 36 quarters.
- WBI Investments's IBM position peaked at $45M in Q3 2018.
- 3,684 funds tracked by Wall St. Rank held IBM as of Q4 2025.
Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.