Westside Investment Management’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 | $314K | Buy |
1,117
+200
| +22% | +$50.4K | 0.04% | 252 |
|
|
2026
Q1 | $224K | Sell |
917
-30
| -3% | -$8.12K | 0.03% | 283 |
|
|
2025
Q4 | $279K | Sell |
947
-196
| -17% | -$58.7K | 0.04% | 233 |
|
|
2025
Q3 | $324K | Buy |
1,143
+62
| +6% | +$16.2K | 0.05% | 220 |
|
|
2025
Q2 | $318K | Buy |
1,081
+162
| +18% | +$41.7K | 0.06% | 205 |
|
|
2025
Q1 | $229K | Hold |
919
| – | – | 0.05% | 221 |
|
|
2024
Q4 | $202K | Hold |
919
| – | – | 0.04% | 227 |
|
|
2024
Q3 | $188K | Buy |
919
+100
| +12% | +$19.6K | 0.04% | 246 |
|
|
2024
Q2 | $147K | Buy |
819
+81
| +11% | +$14.1K | 0.03% | 260 |
|
|
2024
Q1 | $141K | Hold |
738
| – | – | 0.03% | 258 |
|
|
2023
Q4 | $121K | Hold |
738
| – | – | 0.03% | 257 |
|
|
2023
Q3 | $104K | Hold |
738
| – | – | 0.03% | 268 |
|
|
2023
Q2 | $98.8K | Hold |
738
| – | – | 0.03% | 274 |
|
|
2023
Q1 | $99.7K | Hold |
738
| – | – | 0.03% | 273 |
|
|
2022
Q4 | $42.3K | Sell |
738
-65
| -8% | -$8.97K | 0.1% | 134 |
|
|
2022
Q3 | $35.7K | Hold |
803
| – | – | 0.09% | 148 |
|
|
2022
Q2 | $42.4K | Hold |
803
| – | – | 0.1% | 137 |
|
|
2022
Q1 | $39.1K | Sell |
803
-174
| -18% | -$22.7K | 0.09% | 139 |
|
|
2021
Q4 | $40.2K | Sell |
977
-94
| -9% | -$11.8K | 0.09% | 136 |
|
|
2021
Q3 | $41.8K | Sell |
1,071
-225
| -17% | -$30.1K | 0.1% | 133 |
|
|
2021
Q2 | $44.1K | Buy |
1,296
+31
| +2% | +$4.24K | 0.1% | 127 |
|
|
2021
Q1 | $40.1K | Sell |
1,265
-380
| -23% | -$45.5K | 0.11% | 123 |
|
|
2020
Q4 | $50.5K | Buy |
1,645
+41
| +3% | +$4.74K | 0.14% | 99 |
|
|
2020
Q3 | $48.8K | Buy |
1,604
+218
| +16% | +$25.7K | 0.02% | 92 |
|
|
2020
Q2 | $48.4K | Hold |
1,386
| – | – | 0.03% | 75 |
|
|
2020
Q1 | $44.5K | Buy |
+1,386
| New | +$175K | 0.03% | 89 |
|
|
2019
Q2 | $57.8K | Buy |
+1,940
| New | +$255K | 0.13% | 37 |
|
|
2018
Q4 | $302K | Buy |
2,751
+404
| +17% | +$48.5K | 0.11% | 123 |
|
|
2018
Q3 | $335K | Buy |
2,347
+261
| +13% | +$36.5K | 0.11% | 111 |
|
|
2018
Q2 | $281K | Buy |
2,086
+412
| +25% | +$57.5K | 0.1% | 130 |
|
|
2018
Q1 | $240K | Hold |
1,674
| – | – | 0.13% | 142 |
|
|
2017
Q4 | $262K | Sell |
1,674
-9
| -0.5% | -$1.31K | 0.14% | 137 |
|
|
2017
Q3 | $237K | Buy |
1,683
+15
| +0.9% | +$2.09K | 0.14% | 130 |
|
|
2017
Q2 | $245K | Sell |
1,668
-403
| -19% | -$60.8K | 0.16% | 120 |
|
|
2017
Q1 | $342K | Buy |
2,071
+418
| +25% | +$70.1K | 0.16% | 93 |
|
|
2016
Q4 | $265K | Buy |
+1,653
| New | +$252K | 0.18% | 79 |
|
Other funds holding IBM
ECSS
Westside Investment Management's IBM Position: Q2 2026 in Review
Westside Investment Management increased its IBM (IBM) stake by 22% in Q2 2026, buying an estimated $50.4K and bringing the position to 1,117 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #252.
Westside Investment Management first reported a position in IBM in Q4 2016 and has held it in 36 quarters since. The position peaked at $342K in Q1 2017. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Westside Investment Management held 1,117 shares of IBM worth $314K as of Q2 2026.
- Westside Investment Management bought 200 IBM shares in Q2 2026, an estimated $50.4K.
- IBM made up 0.04% of Westside Investment Management's portfolio in Q2 2026, its #252 holding.
- Westside Investment Management first reported a position in IBM in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's IBM position peaked at $342K in Q1 2017.
- 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.