1620 Investment Advisors’s IBM IBM Stock Holding History

1620 Investment Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$780K	Sell	2,773 -345	-11%	-$86.9K	0.48%	52
2026 Q1	$756K	Buy	3,118 +9	+0.3%	+$2.44K	0.51%	50
2025 Q4	$921K	Sell	3,109 -21	-0.7%	-$6.29K	0.61%	38
2025 Q3	$883K	Sell	3,130 -828	-21%	-$217K	0.6%	42
2025 Q2	$1.17M	Buy	3,958 +19	+0.5%	+$4.89K	0.83%	26
2025 Q1	$979K	Sell	3,939 -1,401	-26%	-$343K	0.75%	28
2024 Q4	$1.17M	Sell	5,340 -154	-3%	-$34.3K	0.89%	22
2024 Q3	$1.21M	Sell	5,494 -32	-0.6%	-$6.27K	0.88%	23
2024 Q2	$956K	Hold	5,526	–	–	0.73%	32
2024 Q1	$1.06M	Sell	5,526 -899	-14%	-$164K	1.06%	26
2023 Q4	$1.05M	Sell	6,425 -811	-11%	-$123K	1.15%	23
2023 Q3	$1.02M	Sell	7,236 -351	-5%	-$49.9K	1.15%	24
2023 Q2	$1.02M	Sell	7,587 -194	-2%	-$25K	1.1%	25
2023 Q1	$1.02M	Sell	7,781 -116	-1%	-$15.5K	1.23%	23
2022 Q4	$1.11M	Buy	7,897 +29	+0.4%	+$4K	1.35%	16
2022 Q3	$935K	Sell	7,868 -6	-0.1%	-$787	1.38%	19
2022 Q2	$1.11M	Sell	7,874 -317	-4%	-$42.8K	1.53%	12
2022 Q1	$1.09M	Hold	8,191	–	–	1.19%	25
2021 Q4	$1.09M	Buy	+8,191	New	+$1.03M	1.23%	25

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

1620 Investment Advisors's IBM Position: Q2 2026 in Review

1620 Investment Advisors reduced its IBM (IBM) stake by 11% in Q2 2026, selling an estimated $86.9K and leaving 2,773 shares worth $780K. The position accounts for 0.48% of the portfolio, ranked #52.

1620 Investment Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q3 2024. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

1620 Investment Advisors held 2,773 shares of IBM worth $780K as of Q2 2026.
1620 Investment Advisors sold 345 IBM shares in Q2 2026, an estimated $86.9K.
IBM made up 0.48% of 1620 Investment Advisors's portfolio in Q2 2026, its #52 holding.
1620 Investment Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
1620 Investment Advisors's IBM position peaked at $1.21M in Q3 2024.
1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.