Zevin Asset 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
Q1 | – | Sell |
-1,259
| Closed | -$373K | – | 97 |
|
|
2025
Q4 | $373K | Sell |
1,259
-200
| -14% | -$59.9K | 0.05% | 76 |
|
|
2025
Q3 | $412K | Buy |
1,459
+642
| +79% | +$168K | 0.06% | 67 |
|
|
2025
Q2 | $241K | Sell |
817
-2
| -0.2% | -$515 | 0.03% | 80 |
|
|
2025
Q1 | $204K | Buy |
+819
| New | +$200K | 0.03% | 80 |
|
|
2021
Q4 | – | Sell |
-2,880
| Closed | -$382K | – | 97 |
|
|
2021
Q3 | $382K | Sell |
2,880
-157
| -5% | -$21K | 0.07% | 68 |
|
|
2021
Q2 | $426K | Sell |
3,037
-383
| -11% | -$52.4K | 0.08% | 68 |
|
|
2021
Q1 | $436K | Sell |
3,420
-32
| -0.9% | -$3.83K | 0.1% | 65 |
|
|
2020
Q4 | $415K | Hold |
3,452
| – | – | 0.1% | 63 |
|
|
2020
Q3 | $402K | Hold |
3,452
| – | – | 0.11% | 60 |
|
|
2020
Q2 | $399K | Sell |
3,452
-889
| -20% | -$103K | 0.12% | 57 |
|
|
2020
Q1 | $460K | Sell |
4,341
-345
| -7% | -$43.6K | 0.17% | 50 |
|
|
2019
Q4 | $600K | Sell |
4,686
-315
| -6% | -$40.9K | 0.18% | 56 |
|
|
2019
Q3 | $695K | Hold |
5,001
| – | – | 0.22% | 54 |
|
|
2019
Q2 | $659K | Hold |
5,001
| – | – | 0.21% | 58 |
|
|
2019
Q1 | $675K | Hold |
5,001
| – | – | 0.22% | 59 |
|
|
2018
Q4 | $543K | Sell |
5,001
-612
| -11% | -$73.5K | 0.2% | 63 |
|
|
2018
Q3 | $811K | Buy |
5,613
+5
| +0.1% | +$699 | 0.24% | 59 |
|
|
2018
Q2 | $749K | Sell |
5,608
-1,909
| -25% | -$266K | 0.22% | 63 |
|
|
2018
Q1 | $1.1M | Sell |
7,517
-1,236
| -14% | -$187K | 0.29% | 60 |
|
|
2017
Q4 | $1.28M | Sell |
8,753
-1,072
| -11% | -$156K | 0.29% | 62 |
|
|
2017
Q3 | $1.36M | Sell |
9,825
-3,683
| -27% | -$513K | 0.32% | 58 |
|
|
2017
Q2 | $1.99M | Sell |
13,508
-2,186
| -14% | -$330K | 0.5% | 48 |
|
|
2017
Q1 | $2.61M | Sell |
15,694
-578
| -4% | -$96.9K | 0.66% | 39 |
|
|
2016
Q4 | $2.58M | Buy |
16,272
+1,710
| +12% | +$260K | 0.67% | 39 |
|
|
2016
Q3 | $2.21M | Sell |
14,562
-4,213
| -22% | -$639K | 0.71% | 38 |
|
|
2016
Q2 | $2.72M | Buy |
18,775
+111
| +0.6% | +$15.9K | 0.76% | 36 |
|
|
2016
Q1 | $2.7M | Sell |
18,664
-2,973
| -14% | -$380K | 0.77% | 38 |
|
|
2015
Q4 | $2.85M | Buy |
21,637
+1,014
| +5% | +$136K | 0.75% | 37 |
|
|
2015
Q3 | $2.86M | Sell |
20,623
-314
| -1% | -$46.4K | 0.83% | 37 |
|
|
2015
Q2 | $3.26M | Sell |
20,937
-2,351
| -10% | -$378K | 0.87% | 38 |
|
|
2015
Q1 | $3.57M | Sell |
23,288
-823
| -3% | -$125K | 0.99% | 34 |
|
|
2014
Q4 | $3.7M | Sell |
24,111
-1,587
| -6% | -$252K | 1.04% | 34 |
|
|
2014
Q3 | $4.66M | Sell |
25,698
-366
| -1% | -$66.7K | 1.37% | 26 |
|
|
2014
Q2 | $4.52M | Sell |
26,064
-46,412
| -64% | -$8.35M | 1.33% | 23 |
|
|
2014
Q1 | $13.3M | Buy |
72,476
+762
| +1% | +$134K | 4.21% | 4 |
|
|
2013
Q4 | $12.9M | Sell |
71,714
-802
| -1% | -$138K | 3.63% | 4 |
|
|
2013
Q3 | $12.8M | Buy |
72,516
+1,061
| +1% | +$193K | 3.93% | 4 |
|
|
2013
Q2 | $13.1M | Buy |
+71,455
| New | +$13.9M | 4.52% | 2 |
|
Other funds holding IBM
VCM
VPM
Zevin Asset Management's IBM Position: Q1 2026 in Review
Zevin Asset Management sold out of IBM (IBM) in Q1 2026, closing a stake of 1,259 shares — an estimated $373K sold.
Zevin Asset Management first reported a position in IBM in Q2 2013 and held it in 38 quarters. The position peaked at $13.3M in Q1 2014. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Zevin Asset Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
- Zevin Asset Management sold 1,259 IBM shares in Q1 2026, an estimated $373K.
- Zevin Asset Management first reported a position in IBM in Q2 2013 and held it in 38 quarters.
- Zevin Asset Management's IBM position peaked at $13.3M in Q1 2014.
- 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.