West Paces 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 | $379K | Sell |
1,346
-7
| -0.5% | -$1.76K | 0.06% | 119 |
|
|
2026
Q1 | $328K | Hold |
1,353
| – | – | 0.06% | 119 |
|
|
2025
Q4 | $401K | Buy |
1,353
+22
| +2% | +$6.59K | 0.08% | 106 |
|
|
2025
Q3 | $376K | Sell |
1,331
-169
| -11% | -$44.2K | 0.07% | 107 |
|
|
2025
Q2 | $442K | Hold |
1,500
| – | – | 0.09% | 96 |
|
|
2025
Q1 | $373K | Sell |
1,500
-21
| -1% | -$5.14K | 0.09% | 102 |
|
|
2024
Q4 | $334K | Hold |
1,521
| – | – | 0.08% | 106 |
|
|
2024
Q3 | $336K | Buy |
1,521
+1,300
| +588% | +$255K | 0.08% | 107 |
|
|
2024
Q2 | $38.2K | Sell |
221
-52
| -19% | -$9.04K | 0.01% | 247 |
|
|
2024
Q1 | $52.1K | Buy |
273
+21
| +8% | +$3.83K | 0.01% | 226 |
|
|
2023
Q4 | $41.2K | Buy |
252
+32
| +15% | +$4.83K | 0.01% | 241 |
|
|
2023
Q3 | $30.9K | Sell |
220
-22
| -9% | -$3.13K | 0.01% | 256 |
|
|
2023
Q2 | $32.4K | Sell |
242
-58
| -19% | -$7.49K | 0.01% | 260 |
|
|
2023
Q1 | $39.3K | Buy |
300
+42
| +16% | +$5.62K | 0.01% | 243 |
|
|
2022
Q4 | $36.4K | Hold |
258
| – | – | 0.01% | 239 |
|
|
2022
Q3 | $30.7K | Hold |
258
| – | – | 0.01% | 244 |
|
|
2022
Q2 | $36.4K | Hold |
258
| – | – | 0.01% | 242 |
|
|
2022
Q1 | $33.5K | Sell |
258
-36
| -12% | -$4.7K | 0.01% | 262 |
|
|
2021
Q4 | $39.3K | Sell |
294
-337
| -53% | -$42.3K | 0.01% | 254 |
|
|
2021
Q3 | $83.8K | Buy |
631
+422
| +202% | +$56.4K | 0.03% | 175 |
|
|
2021
Q2 | $29.3K | Hold |
209
| – | – | 0.01% | 248 |
|
|
2021
Q1 | $26.7K | Hold |
209
| – | – | 0.01% | 240 |
|
|
2020
Q4 | $25.2K | Hold |
209
| – | – | 0.01% | 233 |
|
|
2020
Q3 | $24.3K | Hold |
209
| – | – | 0.01% | 228 |
|
|
2020
Q2 | $24.2K | Hold |
209
| – | – | 0.01% | 235 |
|
|
2020
Q1 | $22.2K | Sell |
209
-81
| -28% | -$10.2K | 0.01% | 232 |
|
|
2019
Q4 | $37.1K | Hold |
290
| – | – | 0.02% | 217 |
|
|
2019
Q3 | $40.3K | Sell |
290
-63
| -18% | -$8.5K | 0.02% | 198 |
|
|
2019
Q2 | $46.5K | Sell |
353
-52
| -13% | -$6.83K | 0.03% | 180 |
|
|
2019
Q1 | $54.6K | Hold |
405
| – | – | 0.04% | 169 |
|
|
2018
Q4 | $44K | Sell |
405
-52
| -11% | -$6.24K | 0.03% | 184 |
|
|
2018
Q3 | $66.1K | Sell |
457
-105
| -19% | -$14.7K | 0.05% | 157 |
|
|
2018
Q2 | $75K | Buy |
562
+209
| +59% | +$29.1K | 0.06% | 145 |
|
|
2018
Q1 | $51.7K | Hold |
353
| – | – | 0.04% | 166 |
|
|
2017
Q4 | $51.7K | Hold |
353
| – | – | 0.04% | 178 |
|
|
2017
Q3 | $48.9K | Sell |
353
-96
| -21% | -$13.4K | 0.04% | 175 |
|
|
2017
Q2 | $66K | Sell |
449
-489
| -52% | -$73.7K | 0.05% | 155 |
|
|
2017
Q1 | $156K | Hold |
938
| – | – | 0.12% | 113 |
|
|
2016
Q4 | $149K | Buy |
+938
| New | +$143K | 0.14% | 116 |
|
Other funds holding IBM
ECSS
West Paces Advisors's IBM Position: Q2 2026 in Review
West Paces Advisors reduced its IBM (IBM) stake by 0.52% in Q2 2026, selling an estimated $1.76K and leaving 1,346 shares worth $379K. The position accounts for 0.06% of the portfolio, ranked #119.
West Paces Advisors first reported a position in IBM in Q4 2016 and has held it in 39 quarters since. The position peaked at $442K in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- West Paces Advisors held 1,346 shares of IBM worth $379K as of Q2 2026.
- West Paces Advisors sold 7 IBM shares in Q2 2026, an estimated $1.76K.
- IBM made up 0.06% of West Paces Advisors's portfolio in Q2 2026, its #119 holding.
- West Paces Advisors first reported a position in IBM in Q4 2016 and has held it in 39 quarters since.
- West Paces Advisors's IBM position peaked at $442K in Q2 2025.
- 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.