SEC 13F Intelligence

Sfe Investment Counsel / IBM

Sfe Investment Counsel’s International Business Machs Position

Does Sfe Investment Counsel own International Business Machs (IBM)? Yes34.7K shares worth $8M (+1.32% of its 13F portfolio) as of Q1 2026, up from 34.1K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
34.7K
% of Portfolio
+1.32%
Quarters Held
23
currently held

Position History IBM

Reported value by quarter
Q3 ’20: $345,000Q3 ’20Q4 ’20: $1MQ1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $4MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $7MQ2 ’24: $7MQ2 ’24Q3 ’24: $9MQ4 ’24: $8MQ1 ’25: $9MQ1 ’25Q2 ’25: $10MQ3 ’25: $10MQ4 ’25: $10MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.7K$8M+1.32%
Q4 202534.1K$10M+1.55%
Q3 202534.7K$10M+1.56%
Q2 202534.9K$10M+1.81%
Q1 202536.3K$9M+1.81%
Q4 202438.1K$8M+1.78%
Q3 202438.5K$9M+1.77%
Q2 202438.4K$7M+1.47%
Q1 202436.8K$7M+1.59%
Q4 202333.5K$5M+1.43%
Q3 202334.4K$5M+1.40%
Q2 202331.9K$4M+1.21%
Q1 202328.2K$4M+1.09%
Q4 202224.1K$3M+1.05%
Q3 202224.8K$3M+0.93%
Q2 202225.4K$4M+1.07%
Q1 202225.7K$3M+0.85%
Q4 202123.6K$3M+0.81%
Q3 202113.3K$2M+0.52%
Q2 202112.6K$2M+0.51%
Q1 202112.4K$2M+0.48%
Q4 20208.0K$1M+0.32%
Q3 20202.8K$345,000+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sfe Investment Counsel’s full portfolio or all institutional holders of IBM.