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Yoffe Investment Management, LLC → IBM
Yoffe Investment Management, LLC IBM Position History
International Business Machines Corporation • Technology
Quarters held
4
Latest value
$2.6M
Q3 2026
Peak value
$3.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.5M |
| Q1 2026 | $2.8M |
| Q2 2026 | $3.3M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 11.7K | — | — |
| Q2 2026 | $3.3M | 11.7K | — | — |
| Q1 2026 | $2.8M | 11.7K | — | — |
| Q4 2025 | $3.5M | 11.7K | — | — |
Other funds holding IBM
$26.7B
$24.5B
$22.1B
$16.3B
$16.1B
$15.8B
$15.8B
Other Yoffe Investment Management, LLC positions
VGES
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$4.1MVANGUARD MORNINGSTAR SMALL-CAP ETF
VGES
$3.8MVANGUARD SMALL-CAP INDEXFUND ETF SHARES
VGES
$3.7MVANGUARD SMALL CAP ETF
VGES
$3MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$3MVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
CAT
$2.8MCATERPILLAR INC
VGES
$2.7MVANGUARD TOTAL STOCK MARKET ETF