Ownership history in Kimelman & Baird, LLC Β· 49 quarters on record
This page tracks every 13F SEC filing in which Kimelman & Baird, LLC reported a position in INTERNATIONAL BUSINESS COMMON STOCK (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.
π Kimelman & Baird, LLC underperformed the S&P 500 by β4.1% annually on this IBM position. Timing score: 59% (22/37 decisions correct). Average cost basis: $118.99. Maximum drawdown during holding period: β28.3%.
β οΈ Trailed SPY by 4.1% ann. on this position.
48 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
22 of 37 add/trim decisions correct
Best entry: $50.10 (2004 Q4) Β· Worst: $294.53 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 21 trims. Bought during 7 of 17 down-price quarters. π Predominantly trimming β distribution phase.
π Kimelman & Baird, LLC has been actively increasing its IBM allocation β a bullish signal from insiders.
Currently 2.39% of portfolio
β 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.
As of 2025 Q4 β sorted by position size