AM Investment Strategies’s IBM IBM Stock Holding History

AM Investment Strategies’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	$693K	Buy	2,465 +1	+0%	+$252	0.13%	62
2026 Q1	$597K	Hold	2,464	–	–	0.13%	62
2025 Q4	$730K	Buy	2,464 +2	+0.1%	+$599	0.15%	63
2025 Q3	$695K	Sell	2,462 -9	-0.4%	-$2.36K	0.15%	66
2025 Q2	$728K	Buy	2,471 +13	+0.5%	+$3.35K	0.17%	65
2025 Q1	$611K	Buy	2,458 +2	+0.1%	+$489	0.15%	64
2024 Q4	$540K	Buy	2,456 +67	+3%	+$14.9K	0.13%	69
2024 Q3	$528K	Buy	2,389 +8	+0.3%	+$1.57K	0.13%	65
2024 Q2	$412K	Buy	2,381 +15	+0.6%	+$2.61K	0.1%	75
2024 Q1	$452K	Buy	2,366 +8	+0.3%	+$1.46K	0.11%	73
2023 Q4	$386K	Buy	2,358 +3	+0.1%	+$453	0.11%	74
2023 Q3	$330K	Buy	2,355 +748	+47%	+$106K	0.11%	69
2023 Q2	$215K	Sell	1,607 -11	-0.7%	-$1.42K	0.07%	92
2023 Q1	$212K	Buy	1,618 +3	+0.2%	+$401	0.07%	85
2022 Q4	$227K	Buy	+1,615	New	+$223K	0.08%	83
2022 Q3	–	Sell	-1,595	Closed	-$225K	–	96
2022 Q2	$225K	Buy	1,595 +3	+0.2%	+$405	0.08%	86
2022 Q1	$207K	Buy	+1,592	New	+$208K	0.05%	102

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

AM Investment Strategies's IBM Position: Q2 2026 in Review

AM Investment Strategies increased its IBM (IBM) stake by 0.04% in Q2 2026, buying an estimated $252 and bringing the position to 2,465 shares worth $693K. The position accounts for 0.13% of the portfolio, ranked #62.

AM Investment Strategies first reported a position in IBM in Q1 2022 and has held it in 17 quarters since. The position peaked at $730K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

AM Investment Strategies held 2,465 shares of IBM worth $693K as of Q2 2026.
AM Investment Strategies bought 1 IBM share in Q2 2026, an estimated $252.
IBM made up 0.13% of AM Investment Strategies's portfolio in Q2 2026, its #62 holding.
AM Investment Strategies first reported a position in IBM in Q1 2022 and has held it in 17 quarters since.
AM Investment Strategies's IBM position peaked at $730K in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.