Winch Advisory Services’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 | $21.1K | Hold |
87
| – | – | ﹤0.01% | 242 |
|
|
2025
Q4 | $25.6K | Buy |
87
+1
| +1% | +$299 | 0.01% | 229 |
|
|
2025
Q3 | $24.3K | Hold |
86
| – | – | 0.01% | 227 |
|
|
2025
Q2 | $25.3K | Buy |
86
+1
| +1% | +$258 | 0.01% | 214 |
|
|
2025
Q1 | $21.2K | Sell |
85
-36
| -30% | -$8.81K | 0.01% | 222 |
|
|
2024
Q4 | $26.6K | Buy |
121
+41
| +51% | +$9.13K | 0.01% | 205 |
|
|
2024
Q3 | $17.8K | Hold |
80
| – | – | ﹤0.01% | 222 |
|
|
2024
Q2 | $13.8K | Buy |
80
+1
| +1% | +$174 | ﹤0.01% | 232 |
|
|
2024
Q1 | $15.1K | Hold |
79
| – | – | ﹤0.01% | 227 |
|
|
2023
Q4 | $12.9K | Buy |
79
+1
| +1% | +$151 | ﹤0.01% | 237 |
|
|
2023
Q3 | $11K | Hold |
78
| – | – | ﹤0.01% | 246 |
|
|
2023
Q2 | $10K | Buy |
78
+1
| +1% | +$129 | ﹤0.01% | 256 |
|
|
2023
Q1 | $10K | Buy |
77
+1
| +1% | +$134 | ﹤0.01% | 255 |
|
|
2022
Q4 | $11K | Buy |
76
+1
| +1% | +$138 | ﹤0.01% | 231 |
|
|
2022
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 230 |
|
|
2022
Q2 | $11K | Buy |
75
+57
| +317% | +$7.69K | ﹤0.01% | 223 |
|
|
2022
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 382 |
|
|
2021
Q4 | $2K | Sell |
18
-1
| -5% | -$125 | ﹤0.01% | 402 |
|
|
2021
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $3K | Sell |
19
-19
| -50% | -$2.6K | ﹤0.01% | 385 |
|
|
2021
Q1 | $5K | Buy |
38
+19
| +100% | +$2.27K | ﹤0.01% | 305 |
|
|
2020
Q4 | $2K | Sell |
19
-23
| -55% | -$2.66K | ﹤0.01% | 367 |
|
|
2020
Q3 | $5K | Buy |
42
+23
| +121% | +$2.71K | ﹤0.01% | 259 |
|
|
2020
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 326 |
|
|
2020
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 283 |
|
|
2019
Q4 | $2K | Buy |
+19
| New | +$2.47K | ﹤0.01% | 317 |
|
|
2019
Q2 | – | Sell |
-39
| Closed | -$5K | – | 451 |
|
|
2019
Q1 | $5K | Buy |
39
+26
| +200% | +$3.31K | ﹤0.01% | 245 |
|
|
2018
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 325 |
|
|
2018
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 279 |
|
|
2018
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 287 |
|
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 267 |
|
|
2017
Q4 | $2K | Sell |
13
-23
| -64% | -$3.35K | ﹤0.01% | 260 |
|
|
2017
Q3 | $5K | Buy |
+36
| New | +$5.01K | ﹤0.01% | 205 |
|
|
2017
Q2 | – | Sell |
-13
| Closed | -$2K | – | 307 |
|
|
2017
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 248 |
|
|
2016
Q4 | $2K | Buy |
+13
| New | +$1.98K | ﹤0.01% | 230 |
|
|
2016
Q3 | – | Sell |
-774
| Closed | -$112K | – | 280 |
|
|
2016
Q2 | $112K | Buy |
+774
| New | +$111K | 0.14% | 51 |
|
|
2015
Q4 | – | Sell |
-95
| Closed | -$13K | – | 270 |
|
|
2015
Q3 | $13K | Buy |
95
+1
| +1% | +$148 | 0.02% | 102 |
|
|
2015
Q2 | $15K | Buy |
+94
| New | +$15.1K | 0.01% | 151 |
|
|
2014
Q2 | – | Sell |
-23,322
| Closed | -$4.29M | – | 274 |
|
|
2014
Q1 | $4.29M | Buy |
+23,322
| New | +$4.11M | 2.72% | 11 |
|
Other funds holding IBM
VCM
VPM
Winch Advisory Services's IBM Position: Q1 2026 in Review
Winch Advisory Services held its IBM (IBM) position steady in Q1 2026 at 87 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #242.
Winch Advisory Services first reported a position in IBM in Q1 2014 and has held it in 39 quarters since. The position peaked at $4.29M in Q1 2014. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Winch Advisory Services held 87 shares of IBM worth $21.1K as of Q1 2026.
- Winch Advisory Services left its IBM share count unchanged in Q1 2026.
- IBM made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #242 holding.
- Winch Advisory Services first reported a position in IBM in Q1 2014 and has held it in 39 quarters since.
- Winch Advisory Services's IBM position peaked at $4.29M in Q1 2014.
- 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.