Amalgamated Bank’s IBM IBM Stock Holding History

Amalgamated Bank’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	$45.6M	Sell	162,188 -10,211	-6%	-$2.57M	0.32%	46
2026 Q1	$41.8M	Sell	172,399 -206	-0.1%	-$55.7K	0.32%	44
2025 Q4	$51.1M	Sell	172,605 -8,221	-5%	-$2.46M	0.37%	35
2025 Q3	$51M	Sell	180,826 -2,798	-2%	-$732K	0.36%	34
2025 Q2	$54.1M	Buy	183,624 +1,240	+0.7%	+$319K	0.42%	31
2025 Q1	$45.4M	Buy	182,384 +2,078	+1%	+$508K	0.39%	33
2024 Q4	$39.6M	Sell	180,306 -3,998	-2%	-$890K	0.33%	38
2024 Q3	$40.7M	Sell	184,304 -1,078	-0.6%	-$211K	0.34%	41
2024 Q2	$32.1M	Sell	185,382 -2,459	-1%	-$427K	0.27%	53
2024 Q1	$35.9M	Sell	187,841 -33,140	-15%	-$6.05M	0.31%	49
2023 Q4	$36.1M	Sell	220,981 -9,299	-4%	-$1.41M	0.29%	53
2023 Q3	$32.3M	Buy	230,280 +689	+0.3%	+$98K	0.28%	52
2023 Q2	$30.7M	Sell	229,591 -14,156	-6%	-$1.83M	0.25%	65
2023 Q1	$32M	Buy	243,747 +1,594	+0.7%	+$213K	0.27%	64
2022 Q4	$34.1M	Buy	242,153 +3,770	+2%	+$520K	0.3%	55
2022 Q3	$28.3M	Buy	238,383 +997	+0.4%	+$131K	0.27%	60
2022 Q2	$33.5M	Buy	237,386 +12,335	+5%	+$1.66M	0.31%	54
2022 Q1	$29.3M	Sell	225,051 -15,912	-7%	-$2.08M	0.23%	76
2021 Q4	$32.2M	Sell	240,963 -13,715	-5%	-$1.72M	0.24%	73
2021 Q3	$33.8M	Sell	254,678 -8,720	-3%	-$1.17M	0.29%	55
2021 Q2	$36.9M	Buy	263,398 +212,558	+418%	+$29.1M	0.3%	54
2021 Q1	$6.48M	Sell	50,840 -1,875	-4%	-$224K	0.24%	64
2020 Q4	$6.34M	Sell	52,715 -111	-0.2%	-$12.8K	0.24%	64
2020 Q3	$6.14M	Sell	52,826 -1,063	-2%	-$125K	0.27%	62
2020 Q2	$6.22M	Sell	53,889 -93,663	-63%	-$10.9M	0.29%	57
2020 Q1	$15.6M	Sell	147,552 -4,990	-3%	-$631K	0.38%	53
2019 Q4	$19.5M	Buy	152,542 +7,520	+5%	+$977K	0.36%	53
2019 Q3	$20.2M	Buy	145,022 +17,800	+14%	+$2.4M	0.42%	42
2019 Q2	$16.8M	Sell	127,222 -10,987	-8%	-$1.44M	0.39%	42
2019 Q1	$18.6M	Buy	138,209 +3,139	+2%	+$400K	0.45%	35
2018 Q4	$14.7M	Sell	135,070 -3,557	-3%	-$427K	0.42%	45
2018 Q3	$20M	Sell	138,627 -3,052	-2%	-$426K	0.5%	36
2018 Q2	$18.9M	Buy	141,679 +17,757	+14%	+$2.48M	0.46%	35
2018 Q1	$18.2M	Buy	123,922 +8,271	+7%	+$1.25M	0.48%	37
2017 Q4	$17M	Buy	115,651 +8,715	+8%	+$1.27M	0.46%	41
2017 Q3	$14.8M	Buy	106,936 +2,388	+2%	+$333K	0.46%	39
2017 Q2	$15.4M	Buy	104,548 +36,614	+54%	+$5.52M	0.5%	34
2017 Q1	$11.3M	Sell	67,934 -19,429	-22%	-$3.26M	0.56%	32
2016 Q4	$13.9M	Buy	87,363 +17,353	+25%	+$2.64M	0.63%	26
2016 Q3	$10.6M	Sell	70,010 -58	-0.1%	-$8.8K	0.62%	25
2016 Q2	$11M	Buy	70,068 +34,167	+95%	+$4.89M	0.63%	24
2016 Q1	$5.2M	Buy	35,901 +8,941	+33%	+$1.14M	0.51%	28
2015 Q4	$3.55M	Sell	26,960 -7,719	-22%	-$1.04M	0.44%	33
2015 Q3	$4.81M	Buy	34,679 +1,058	+3%	+$156K	0.5%	28
2015 Q2	$5.23M	Sell	33,621 -734	-2%	-$118K	0.51%	24
2015 Q1	$5.27M	Buy	34,355 +7,878	+30%	+$1.19M	0.64%	20
2014 Q4	$4.06M	Sell	26,477 -3,821	-13%	-$608K	0.64%	21
2014 Q3	$5.5M	Buy	30,298 +1,705	+6%	+$311K	0.82%	14
2014 Q2	$4.96M	Buy	28,593 +2,476	+9%	+$446K	0.75%	16
2014 Q1	$4.81M	Sell	26,117 -2,198	-8%	-$387K	0.83%	14
2013 Q4	$5.08M	Sell	28,315 -274	-1%	-$47.3K	0.86%	13
2013 Q3	$5.06M	Sell	28,589 -709	-2%	-$129K	1.63%	9
2013 Q2	$5.35M	Buy	+29,298	New	+$5.71M	1.96%	8

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Amalgamated Bank's IBM Position: Q2 2026 in Review

Amalgamated Bank reduced its IBM (IBM) stake by 5.9% in Q2 2026, selling an estimated $2.57M and leaving 162,188 shares worth $45.6M. The position accounts for 0.32% of the portfolio, ranked #46.

Amalgamated Bank first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $54.1M in Q2 2025. 2,444 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Amalgamated Bank held 162,188 shares of IBM worth $45.6M as of Q2 2026.
Amalgamated Bank sold 10,211 IBM shares in Q2 2026, an estimated $2.57M.
IBM made up 0.32% of Amalgamated Bank's portfolio in Q2 2026, its #46 holding.
Amalgamated Bank first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Amalgamated Bank's IBM position peaked at $54.1M in Q2 2025.
2,444 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.