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Abner Herrman & Brock’s IBM IBM Stock Holding History

Abner Herrman & Brock’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 		$40.4M Sell
143,768
-524
-0.4% -$132K 3.84% 5
2026
Q1 		$35M Buy
144,292
+23
+0% +$6.22K 3.87% 4
2025
Q4 		$42.7M Sell
144,269
-937
-0.6% -$281K 4.36% 3
2025
Q3 		$41M Buy
145,206
+174
+0.1% +$45.5K 4.22% 2
2025
Q2 		$42.8M Sell
145,032
-728
-0.5% -$188K 4.77% 3
2025
Q1 		$36.2M Sell
145,760
-207
-0.1% -$50.6K 4.63% 2
2024
Q4 		$32.1M Buy
145,967
+1,399
+1% +$312K 3.99% 4
2024
Q3 		$32M Buy
144,568
+1,862
+1% +$365K 3.86% 3
2024
Q2 		$24.7M Sell
142,706
-1,178
-0.8% -$205K 3.13% 5
2024
Q1 		$27.5M Sell
143,884
-2,791
-2% -$509K 3.43% 3
2023
Q4 		$24M Buy
146,675
+32,183
+28% +$4.86M 3.37% 5
2023
Q3 		$16.1M Sell
114,492
-32,616
-22% -$4.64M 2.46% 16
2023
Q2 		$19.7M Buy
147,108
+4,881
+3% +$630K 2.89% 12
2023
Q1 		$18.6M Buy
142,227
+3,120
+2% +$417K 2.81% 12
2022
Q4 		$19.6M Buy
139,107
+640
+0.5% +$88.3K 3.01% 8
2022
Q3 		$16.5M Buy
138,467
+1,066
+0.8% +$140K 3.02% 14
2022
Q2 		$19.4M Buy
137,401
+119,223
+656% +$16.1M 3.35% 6
2022
Q1 		$2.36M Buy
18,178
+3,270
+22% +$426K 0.33% 47
2021
Q4 		$1.99M Sell
14,908
-782
-5% -$98.1K 0.26% 52
2021
Q3 		$2.08M Hold
15,690
– – 0.29% 47
2021
Q2 		$2.2M Hold
15,690
– – 0.31% 47
2021
Q1 		$2M Hold
15,690
– – 0.3% 47
2020
Q4 		$1.89M Sell
15,690
-52
-0.3% -$6.01K 0.29% 47
2020
Q3 		$1.83M Hold
15,742
– – 0.31% 50
2020
Q2 		$1.82M Buy
15,742
+4,986
+46% +$579K 0.33% 51
2020
Q1 		$1.14M Hold
10,756
– – 0.26% 47
2019
Q4 		$1.38M Hold
10,756
– – 0.21% 53
2019
Q3 		$1.5M Buy
10,756
+34
+0.3% +$4.59K 0.22% 50
2019
Q2 		$1.41M Buy
+10,722
New +$1.41M 0.2% 51
2018
Q2 		– Sell
-1,748
Closed -$256K – 136
2018
Q1 		$256K Sell
1,748
-42,061
-96% -$6.36M 0.04% 113
2017
Q4 		$6.43M Sell
43,809
-3,590
-8% -$522K 1.08% 36
2017
Q3 		$6.57M Sell
47,399
-12,326
-21% -$1.72M 1.16% 38
2017
Q2 		$8.78M Sell
59,725
-21,259
-26% -$3.21M 1.66% 25
2017
Q1 		$13.5M Buy
80,984
+11,044
+16% +$1.85M 2.68% 9
2016
Q4 		$11.3M Buy
69,940
+66,968
+2,253% +$10.2M 2.37% 12
2016
Q3 		$451K Buy
2,972
+476
+19% +$72.2K 0.1% 76
2016
Q2 		$371K Sell
2,496
-396
-14% -$56.7K 0.09% 81
2016
Q1 		$419K Buy
+2,892
New +$369K 0.11% 73
2014
Q4 		– Sell
-2,557
Closed -$464K – 90
2014
Q3 		$464K Buy
2,557
+104
+4% +$18.9K 0.14% 73
2014
Q2 		$425K Sell
2,453
-21
-0.8% -$3.78K 0.13% 72
2014
Q1 		$455K Buy
2,474
+198
+9% +$34.9K 0.15% 72
2013
Q4 		$405K Buy
2,276
+379
+20% +$65.4K 0.14% 73
2013
Q3 		$336K Sell
1,897
-306
-14% -$55.6K 0.22% 75
2013
Q2 		$402K Buy
+2,203
New +$429K 0.17% 73

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock's IBM Position: Q2 2026 in Review

Abner Herrman & Brock reduced its IBM (IBM) stake by 0.36% in Q2 2026, selling an estimated $132K and leaving 143,768 shares worth $40.4M. The position accounts for 3.84% of the portfolio, ranked #5.

Abner Herrman & Brock first reported a position in IBM in Q2 2013 and has held it in 44 quarters since. The position peaked at $42.8M in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Abner Herrman & Brock held 143,768 shares of IBM worth $40.4M as of Q2 2026.
  • Abner Herrman & Brock sold 524 IBM shares in Q2 2026, an estimated $132K.
  • IBM made up 3.84% of Abner Herrman & Brock's portfolio in Q2 2026, its #5 holding.
  • Abner Herrman & Brock first reported a position in IBM in Q2 2013 and has held it in 44 quarters since.
  • Abner Herrman & Brock's IBM position peaked at $42.8M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.