Weik Capital Management’s IBM IBM Stock Holding History

Weik Capital Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Buy	6,215 +53	+0.9%	+$14.3K	0.6%	35
2025 Q4	$1.83M	Buy	6,162 +37	+0.6%	+$11.1K	0.68%	31
2025 Q3	$1.73M	Hold	6,125	–	–	0.64%	30
2025 Q2	$1.81M	Sell	6,125 -1,300	-18%	-$335K	0.71%	31
2025 Q1	$1.85M	Sell	7,425 -185	-2%	-$45.3K	0.75%	31
2024 Q4	$1.67M	Sell	7,610 -25	-0.3%	-$5.57K	0.68%	34
2024 Q3	$1.69M	Sell	7,635 -15	-0.2%	-$2.94K	0.68%	32
2024 Q2	$1.32M	Sell	7,650 -500	-6%	-$86.9K	0.57%	36
2024 Q1	$1.56M	Sell	8,150 -165	-2%	-$30.1K	0.66%	36
2023 Q4	$1.36M	Sell	8,315 -55	-0.7%	-$8.31K	0.63%	41
2023 Q3	$1.17M	Hold	8,370	–	–	0.58%	40
2023 Q2	$1.12M	Buy	8,370 +585	+8%	+$75.5K	0.53%	45
2023 Q1	$1.02M	Buy	7,785 +3,020	+63%	+$404K	0.47%	48
2022 Q4	$671K	Sell	4,765 -150	-3%	-$20.7K	0.31%	65
2022 Q3	$584K	Buy	4,915 +1,485	+43%	+$195K	0.29%	66
2022 Q2	$484K	Buy	+3,430	New	+$463K	0.22%	73
2019 Q4	–	Sell	-1,935	Closed	-$269K	–	119
2019 Q3	$269K	Sell	1,935 -52	-3%	-$7.01K	0.13%	103
2019 Q2	$262K	Sell	1,987 -476	-19%	-$62.5K	0.13%	105
2019 Q1	$332K	Sell	2,463 -11	-0.4%	-$1.4K	0.16%	98
2018 Q4	$269K	Sell	2,474 -1,286	-34%	-$154K	0.15%	102
2018 Q3	$544K	Sell	3,760 -37	-1%	-$5.17K	0.26%	72
2018 Q2	$507K	Sell	3,797 -382	-9%	-$53.3K	0.25%	78
2018 Q1	$613K	Sell	4,179 -240	-5%	-$36.3K	0.3%	74
2017 Q4	$648K	Buy	4,419 +157	+4%	+$22.8K	0.3%	72
2017 Q3	$591K	Sell	4,262 -299	-7%	-$41.7K	0.28%	72
2017 Q2	$671K	Sell	4,561 -559	-11%	-$84.3K	0.35%	64
2017 Q1	$852K	Buy	5,120 +529	+12%	+$88.7K	0.45%	59
2016 Q4	$729K	Hold	4,591	–	–	0.41%	60
2016 Q3	$697K	Buy	4,591 +52	+1%	+$7.89K	0.4%	61
2016 Q2	$659K	Buy	4,539 +297	+7%	+$42.5K	0.39%	60
2016 Q1	$614K	Sell	4,242 -3,462	-45%	-$442K	0.37%	62
2015 Q4	$1.01M	Buy	7,704 +2,704	+54%	+$363K	0.61%	46
2015 Q3	$693K	Hold	5,000	–	–	0.42%	57
2015 Q2	$778K	Buy	5,000 +774	+18%	+$124K	0.45%	57
2015 Q1	$648K	Sell	4,226 -1,715	-29%	-$260K	0.38%	57
2014 Q4	$911K	Sell	5,941 -4,733	-44%	-$753K	0.53%	47
2014 Q3	$1.94M	Hold	10,674	–	–	1.19%	25
2014 Q2	$1.85M	Hold	10,674	–	–	1.13%	29
2014 Q1	$1.96M	Sell	10,674 -225	-2%	-$39.6K	1.24%	24
2013 Q4	$1.95M	Buy	10,899 +1,945	+22%	+$335K	1.2%	25
2013 Q3	$1.58M	Buy	8,954 +361	+4%	+$65.6K	1.06%	30
2013 Q2	$1.57M	Buy	+8,593	New	+$1.67M	1.1%	28

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Weik Capital Management's IBM Position: Q1 2026 in Review

Weik Capital Management increased its IBM (IBM) stake by 0.86% in Q1 2026, buying an estimated $14.3K and bringing the position to 6,215 shares worth $1.51M. The position accounts for 0.6% of the portfolio, ranked #35.

Weik Capital Management first reported a position in IBM in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.96M in Q1 2014. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Weik Capital Management held 6,215 shares of IBM worth $1.51M as of Q1 2026.
Weik Capital Management bought 53 IBM shares in Q1 2026, an estimated $14.3K.
IBM made up 0.6% of Weik Capital Management's portfolio in Q1 2026, its #35 holding.
Weik Capital Management first reported a position in IBM in Q2 2013 and has held it in 42 quarters since.
Weik Capital Management's IBM position peaked at $1.96M in Q1 2014.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Weik Capital Management's 13F filing for Q1 2026, filed 12 May 2026.