Willis Investment Counsel’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $469K | Buy |
1,935
+3
| +0.2% | +$812 | 0.03% | 103 |
|
|
2025
Q4 | $572K | Buy |
1,932
+2
| +0.1% | +$599 | 0.03% | 109 |
|
|
2025
Q3 | $545K | Buy |
1,930
+266
| +16% | +$69.6K | 0.03% | 105 |
|
|
2025
Q2 | $491K | Buy |
1,664
+138
| +9% | +$35.6K | 0.03% | 105 |
|
|
2025
Q1 | $380K | Sell |
1,526
-5
| -0.3% | -$1.22K | 0.03% | 102 |
|
|
2024
Q4 | $336K | Buy |
1,531
+3
| +0.2% | +$668 | 0.02% | 104 |
|
|
2024
Q3 | $338K | Buy |
1,528
+4
| +0.3% | +$784 | 0.02% | 101 |
|
|
2024
Q2 | $264K | Buy |
1,524
+4
| +0.3% | +$695 | 0.02% | 102 |
|
|
2024
Q1 | $290K | Sell |
1,520
-97
| -6% | -$17.7K | 0.02% | 99 |
|
|
2023
Q4 | $264K | Buy |
1,617
+4
| +0.2% | +$604 | 0.02% | 103 |
|
|
2023
Q3 | $226K | Buy |
1,613
+4
| +0.2% | +$569 | 0.02% | 103 |
|
|
2023
Q2 | $215K | Sell |
1,609
-2
| -0.1% | -$258 | 0.01% | 106 |
|
|
2023
Q1 | $211K | Buy |
1,611
+5
| +0.3% | +$669 | 0.01% | 106 |
|
|
2022
Q4 | $226K | Buy |
+1,606
| New | +$222K | 0.01% | 108 |
|
|
2019
Q2 | – | Sell |
-49,620
| Closed | -$6.11M | – | 114 |
|
|
2019
Q1 | $6.11M | Sell |
49,620
-100,063
| -67% | -$12.8M | 0.42% | 77 |
|
|
2018
Q4 | $16.3M | Sell |
149,683
-13,075
| -8% | -$1.57M | 1.21% | 38 |
|
|
2018
Q3 | $23.5M | Buy |
162,758
+16,423
| +11% | +$2.29M | 1.62% | 11 |
|
|
2018
Q2 | $19.5M | Hold |
146,335
| – | – | 1.44% | 18 |
|
|
2018
Q1 | $21.5M | Buy |
146,335
+37,551
| +35% | +$5.68M | 1.66% | 13 |
|
|
2017
Q4 | $16M | Buy |
108,784
+837
| +0.8% | +$122K | 1.12% | 37 |
|
|
2017
Q3 | $15M | Buy |
107,947
+3,138
| +3% | +$437K | 1.08% | 41 |
|
|
2017
Q2 | $15.4M | Sell |
104,809
-15,063
| -13% | -$2.27M | 1.17% | 34 |
|
|
2017
Q1 | $20M | Buy |
119,872
+1,282
| +1% | +$215K | 1.5% | 16 |
|
|
2016
Q4 | $18.8M | Buy |
118,590
+2,196
| +2% | +$335K | 1.4% | 26 |
|
|
2016
Q3 | $17.7M | Buy |
116,394
+13,363
| +13% | +$2.03M | 1.42% | 23 |
|
|
2016
Q2 | $14.9M | Sell |
103,031
-9,309
| -8% | -$1.33M | 1.27% | 27 |
|
|
2016
Q1 | $16.3M | Buy |
112,340
+7,635
| +7% | +$975K | 1.43% | 22 |
|
|
2015
Q4 | $13.8M | Buy |
104,705
+35,146
| +51% | +$4.72M | 1.25% | 25 |
|
|
2015
Q3 | $9.64M | Sell |
69,559
-1,046
| -1% | -$154K | 0.94% | 42 |
|
|
2015
Q2 | $11M | Buy |
70,605
+2,720
| +4% | +$437K | 1.04% | 32 |
|
|
2015
Q1 | $10.4M | Buy |
67,885
+42,781
| +170% | +$6.49M | 0.97% | 37 |
|
|
2014
Q4 | $3.85M | Buy |
+25,104
| New | +$3.99M | 0.36% | 93 |
|
Other funds holding IBM
VCM
VPM
Willis Investment Counsel's IBM Position: Q1 2026 in Review
Willis Investment Counsel increased its IBM (IBM) stake by 0.16% in Q1 2026, buying an estimated $812 and bringing the position to 1,935 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #103.
Willis Investment Counsel first reported a position in IBM in Q4 2014 and has held it in 32 quarters since. The position peaked at $23.5M in Q3 2018. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Willis Investment Counsel held 1,935 shares of IBM worth $469K as of Q1 2026.
- Willis Investment Counsel bought 3 IBM shares in Q1 2026, an estimated $812.
- IBM made up 0.03% of Willis Investment Counsel's portfolio in Q1 2026, its #103 holding.
- Willis Investment Counsel first reported a position in IBM in Q4 2014 and has held it in 32 quarters since.
- Willis Investment Counsel's IBM position peaked at $23.5M in Q3 2018.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Willis Investment Counsel's 13F filing for Q1 2026, filed 5 May 2026.