626 Financial’s IBM IBM Stock Holding History

626 Financial’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	$570K	Sell	2,028 -25	-1%	-$6.3K	0.22%	65
2026 Q1	$498K	Hold	2,053	–	–	0.22%	65
2025 Q4	$608K	Hold	2,053	–	–	0.26%	55
2025 Q3	$579K	Sell	2,053 -3	-0.1%	-$785	0.25%	59
2025 Q2	$606K	Sell	2,056 -62	-3%	-$16K	0.28%	57
2025 Q1	$527K	Sell	2,118 -471	-18%	-$115K	0.27%	57
2024 Q4	$569K	Hold	2,589	–	–	0.31%	54
2024 Q3	$572K	Hold	2,589	–	–	0.32%	51
2024 Q2	$448K	Hold	2,589	–	–	0.26%	64
2024 Q1	$494K	Buy	2,589 +90	+4%	+$16.4K	0.3%	59
2023 Q4	$409K	Sell	2,499 -344	-12%	-$52K	0.27%	70
2023 Q3	$399K	Hold	2,843	–	–	0.27%	62
2023 Q2	$380K	Hold	2,843	–	–	0.24%	67
2023 Q1	$373K	Hold	2,843	–	–	0.25%	75
2022 Q4	$401K	Hold	2,843	–	–	0.28%	63
2022 Q3	$338K	Hold	2,843	–	–	0.27%	67
2022 Q2	$401K	Hold	2,843	–	–	0.3%	62
2022 Q1	$370K	Sell	2,843 -290	-9%	-$37.8K	0.24%	65
2021 Q4	$419K	Buy	+3,133	New	+$393K	0.26%	66
2021 Q1	$370K	Buy	+2,974	New	+$356K	0.24%	65

Other funds holding IBM

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

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

626 Financial's IBM Position: Q2 2026 in Review

626 Financial reduced its IBM (IBM) stake by 1.2% in Q2 2026, selling an estimated $6.3K and leaving 2,028 shares worth $570K. The position accounts for 0.22% of the portfolio, ranked #65.

626 Financial first reported a position in IBM in Q1 2021 and has held it in 20 quarters since. The position peaked at $608K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

626 Financial held 2,028 shares of IBM worth $570K as of Q2 2026.
626 Financial sold 25 IBM shares in Q2 2026, an estimated $6.3K.
IBM made up 0.22% of 626 Financial's portfolio in Q2 2026, its #65 holding.
626 Financial first reported a position in IBM in Q1 2021 and has held it in 20 quarters since.
626 Financial's IBM position peaked at $608K in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.