1IA
IBM icon

1834 Investment Advisors’s IBM IBM Stock Holding History

1834 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 		$457K Buy
1,626
+172
+12% +$43.3K 0.05% 174
2026
Q1 		$352K Buy
+1,454
New +$393K 0.04% 179
2024
Q3 		– Sell
-1,207
Closed -$209K – 222
2024
Q2 		$209K Sell
1,207
-766
-39% -$133K 0.03% 211
2024
Q1 		$377K Sell
1,973
-193
-9% -$35.2K 0.04% 181
2023
Q4 		$354K Sell
2,166
-575
-21% -$86.9K 0.04% 188
2023
Q3 		$385K Sell
2,741
-1,487
-35% -$212K 0.05% 183
2023
Q2 		$566K Sell
4,228
-13,604
-76% -$1.76M 0.07% 161
2023
Q1 		$2.34M Buy
17,832
+1,282
+8% +$172K 0.28% 78
2022
Q4 		$2.33M Sell
16,550
-556
-3% -$76.7K 0.33% 69
2022
Q3 		$2.03M Buy
17,106
+330
+2% +$43.3K 0.3% 69
2022
Q2 		$2.37M Buy
16,776
+13,418
+400% +$1.81M 0.33% 61
2022
Q1 		$437K Sell
3,358
-353
-10% -$46K 0.05% 141
2021
Q4 		$496K Sell
3,711
-2,027
-35% -$254K 0.06% 134
2021
Q3 		$762K Buy
5,738
+3,363
+142% +$450K 0.09% 117
2021
Q2 		$333K Sell
2,375
-659
-22% -$90.1K 0.04% 154
2021
Q1 		$387K Sell
3,034
-2,731
-47% -$327K 0.05% 142
2020
Q4 		$694K Buy
5,765
+764
+15% +$88.3K 0.09% 107
2020
Q3 		$582K Buy
5,001
+2,129
+74% +$251K 0.08% 110
2020
Q2 		$332K Buy
2,872
+299
+12% +$34.7K 0.05% 139
2020
Q1 		$273K Buy
2,573
+558
+28% +$70.6K 0.05% 148
2019
Q4 		$258K Buy
2,015
+304
+18% +$39.5K 0.04% 173
2019
Q3 		$238K Buy
1,711
+305
+22% +$41.1K 0.03% 187
2019
Q2 		$185K Buy
1,406
+746
+113% +$98K 0.03% 201
2019
Q1 		$89K Sell
660
-24
-4% -$3.06K 0.01% 235
2018
Q4 		$74K Sell
684
-53,009
-99% -$6.36M 0.01% 239
2018
Q3 		$7.76M Buy
53,693
+1,148
+2% +$160K 1.13% 32
2018
Q2 		$7.02M Buy
52,545
+8,562
+19% +$1.19M 1.1% 38
2018
Q1 		$6.45M Buy
43,983
+27,175
+162% +$4.11M 1.1% 34
2017
Q4 		$2.46M Buy
16,808
+14,700
+697% +$2.14M 0.39% 72
2017
Q3 		$292K Hold
2,108
– – 0.05% 141
2017
Q2 		$310K Buy
2,108
+872
+71% +$131K 0.06% 143
2017
Q1 		$206K Buy
+1,236
New +$207K 0.04% 177
2015
Q4 		– Sell
-1,746
Closed -$242K – 184
2015
Q3 		$242K Buy
+1,746
New +$258K 0.06% 174
2015
Q1 		– Sell
-1,476
Closed -$226K – 162
2014
Q4 		$226K Sell
1,476
-12,577
-89% -$2M 0.06% 147
2014
Q3 		$2.55M Sell
14,053
-597
-4% -$109K 0.7% 46
2014
Q2 		$2.54M Buy
14,650
+5,932
+68% +$1.07M 0.69% 50
2014
Q1 		$1.6M Sell
8,718
-652
-7% -$115K 0.47% 62
2013
Q4 		$1.68M Sell
9,370
-9,290
-50% -$1.6M 0.49% 64
2013
Q3 		$3.3M Buy
18,660
+17,028
+1,043% +$3.1M 1.08% 37
2013
Q2 		$298K Buy
+1,632
New +$318K 0.1% 122

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

1834 Investment Advisors's IBM Position: Q2 2026 in Review

1834 Investment Advisors increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $43.3K and bringing the position to 1,626 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #174.

1834 Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 40 quarters since. The position peaked at $7.76M in Q3 2018. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • 1834 Investment Advisors held 1,626 shares of IBM worth $457K as of Q2 2026.
  • 1834 Investment Advisors bought 172 IBM shares in Q2 2026, an estimated $43.3K.
  • IBM made up 0.05% of 1834 Investment Advisors's portfolio in Q2 2026, its #174 holding.
  • 1834 Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 40 quarters since.
  • 1834 Investment Advisors's IBM position peaked at $7.76M in Q3 2018.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.