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Appleton Partners’s IBM IBM Stock Holding History

Appleton Partners’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 		$858K Buy
3,052
+59
+2% +$14.9K 0.05% 161
2026
Q1 		$725K Sell
2,993
-34
-1% -$9.2K 0.05% 164
2025
Q4 		$897K Sell
3,027
-243
-7% -$72.8K 0.06% 148
2025
Q3 		$923K Sell
3,270
-7
-0.2% -$1.83K 0.06% 144
2025
Q2 		$966K Sell
3,277
-228
-7% -$58.7K 0.07% 139
2025
Q1 		$872K Buy
3,505
+756
+28% +$185K 0.07% 134
2024
Q4 		$604K Sell
2,749
-1,168
-30% -$260K 0.04% 159
2024
Q3 		$866K Sell
3,917
-452
-10% -$88.6K 0.06% 139
2024
Q2 		$756K Sell
4,369
-93
-2% -$16.2K 0.06% 143
2024
Q1 		$852K Sell
4,462
-1,970
-31% -$359K 0.07% 143
2023
Q4 		$1.05M Sell
6,432
-600
-9% -$90.7K 0.08% 133
2023
Q3 		$987K Sell
7,032
-911
-11% -$130K 0.09% 131
2023
Q2 		$1.06M Sell
7,943
-165
-2% -$21.3K 0.09% 136
2023
Q1 		$1.06M Buy
8,108
+1,612
+25% +$216K 0.09% 146
2022
Q4 		$915K Sell
6,496
-1,311
-17% -$181K 0.09% 157
2022
Q3 		$927K Sell
7,807
-577
-7% -$75.7K 0.09% 153
2022
Q2 		$1.18M Buy
8,384
+117
+1% +$15.8K 0.11% 143
2022
Q1 		$1.07M Buy
8,267
+135
+2% +$17.6K 0.09% 155
2021
Q4 		$1.09M Sell
8,132
-534
-6% -$67K 0.08% 160
2021
Q3 		$1.15M Sell
8,666
-1,674
-16% -$224K 0.1% 148
2021
Q2 		$1.45M Buy
10,340
+1,063
+11% +$145K 0.12% 137
2021
Q1 		$1.18M Sell
9,277
-158
-2% -$18.9K 0.11% 140
2020
Q4 		$1.14M Buy
9,435
+8
+0.1% +$925 0.11% 135
2020
Q3 		$1.1M Sell
9,427
-131
-1% -$15.4K 0.12% 134
2020
Q2 		$1.1M Sell
9,558
-1,075
-10% -$125K 0.13% 129
2020
Q1 		$1.13M Sell
10,633
-261
-2% -$33K 0.16% 124
2019
Q4 		$1.4M Buy
10,894
+2,474
+29% +$322K 0.15% 131
2019
Q3 		$1.17M Sell
8,420
-42
-0.5% -$5.67K 0.14% 138
2019
Q2 		$1.12M Buy
8,462
+62
+0.7% +$8.14K 0.14% 138
2019
Q1 		$1.13M Buy
8,400
+1,420
+20% +$181K 0.15% 134
2018
Q4 		$758K Sell
6,980
-212
-3% -$25.4K 0.11% 146
2018
Q3 		$1.04M Sell
7,192
-847
-11% -$118K 0.14% 139
2018
Q2 		$1.07M Buy
8,039
+670
+9% +$93.4K 0.15% 137
2018
Q1 		$1.08M Buy
7,369
+688
+10% +$104K 0.16% 132
2017
Q4 		$980K Sell
6,681
-442
-6% -$64.3K 0.15% 136
2017
Q3 		$988K Sell
7,123
-508
-7% -$70.8K 0.17% 131
2017
Q2 		$1.12M Sell
7,631
-257
-3% -$38.7K 0.19% 124
2017
Q1 		$1.31M Sell
7,888
-52
-0.7% -$8.72K 0.24% 99
2016
Q4 		$1.26M Sell
7,940
-877
-10% -$134K 0.25% 98
2016
Q3 		$1.34M Buy
8,817
+4,648
+111% +$705K 0.25% 98
2016
Q2 		$605K Sell
4,169
-43
-1% -$6.16K 0.12% 133
2016
Q1 		$610K Sell
4,212
-534
-11% -$68.2K 0.12% 132
2015
Q4 		$624K Buy
4,746
+494
+12% +$66.4K 0.12% 130
2015
Q3 		$589K Buy
4,252
+474
+13% +$70K 0.13% 120
2015
Q2 		$588K Buy
3,778
+99
+3% +$15.9K 0.13% 114
2015
Q1 		$564K Sell
3,679
-1,415
-28% -$215K 0.13% 118
2014
Q4 		$781K Sell
5,094
-1,292
-20% -$206K 0.18% 97
2014
Q3 		$1.16M Buy
6,386
+664
+12% +$121K 0.27% 82
2014
Q2 		$992K Sell
5,722
-146
-2% -$26.3K 0.23% 90
2014
Q1 		$1.08M Sell
5,868
-33,873
-85% -$5.96M 0.26% 83
2013
Q4 		$7.13M Sell
39,741
-5,186
-12% -$894K 1.71% 17
2013
Q3 		$7.95M Sell
44,927
-617
-1% -$112K 2.13% 9
2013
Q2 		$8.32M Buy
+45,544
New +$8.87M 2.4% 9

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

Appleton Partners's IBM Position: Q2 2026 in Review

Appleton Partners increased its IBM (IBM) stake by 2% in Q2 2026, buying an estimated $14.9K and bringing the position to 3,052 shares worth $858K. The position accounts for 0.05% of the portfolio, ranked #161.

Appleton Partners first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.32M in Q2 2013. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Appleton Partners held 3,052 shares of IBM worth $858K as of Q2 2026.
  • Appleton Partners bought 59 IBM shares in Q2 2026, an estimated $14.9K.
  • IBM made up 0.05% of Appleton Partners's portfolio in Q2 2026, its #161 holding.
  • Appleton Partners first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's IBM position peaked at $8.32M in Q2 2013.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.