IBM β€” INTERNATIONAL BUSINESS MACHS

Ownership history in BINGHAM PRIVATE WEALTH, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which BINGHAM PRIVATE WEALTH, LLC reported a position in INTERNATIONAL BUSINESS MACHS (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.68% (2025 Q2)
πŸ“Š Avg. % of fund
1.55%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

BINGHAM PRIVATE WEALTH, LLC Γ— IBM AI Analytics

πŸ“‰ BINGHAM PRIVATE WEALTH, LLC underperformed the S&P 500 by –1.4% annually on this IBM position. Average cost basis: $243.55. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-1.4%
annualised excess return

⚠️ Trailed SPY by 1.4% ann. on this position.
2 quarters analyzed

πŸ’° Entry Quality
$243.55
+20.9% vs current ($294.53)

Best entry: $242.63 (2025 Q1)  Β·  Worst: $294.53 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.55% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    IBM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,082 +109 +1.8% 1.55% $1.8M $294.53
2025 Q2 REDUCED 5,973 -65 -1.1% 1.68% $1.8M $289.54
2025 Q1 INITIATED 6,038 β€” β€” 1.41% $1.3M $242.63

🏒 Other funds also holding IBM

As of 2025 Q4 β€” sorted by position size

Drexel Morgan & Co. 3Y 7Y 6.48% Green Alpha Advisors, LLC 3Y 5.38% BEDDOW CAPITAL MANAGEMENT INC 3Y 7Y 5.12% Cherry Creek Investment Advisors, Inc. 3Y 4.69% Capital Wealth Planning, LLC 3Y 7Y 4.66% C2C Wealth Management, LLC 3Y 4.62% ABNER HERRMAN & BROCK LLC 3Y 7Y 4.36% SURIENCE PRIVATE WEALTH LLC 3Y 4.33% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 4.17% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 3.98%
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