Atwood & Palmer’s IBM IBM Stock Holding History

Atwood & Palmer’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	$1.18M	Sell	4,200 -4	-0.1%	-$1.01K	0.06%	87
2026 Q1	$1.02M	Buy	4,204 +4	+0.1%	+$1.08K	0.06%	88
2025 Q4	$1.24M	Hold	4,200	–	–	0.07%	79
2025 Q3	$1.19M	Hold	4,200	–	–	0.07%	82
2025 Q2	$1.24M	Buy	4,200 +51	+1%	+$13.1K	0.08%	78
2025 Q1	$1.03M	Sell	4,149 -1,150	-22%	-$281K	0.07%	83
2024 Q4	$1.16M	Hold	5,299	–	–	0.08%	81
2024 Q3	$1.17M	Hold	5,299	–	–	0.08%	81
2024 Q2	$916K	Hold	5,299	–	–	0.07%	82
2024 Q1	$1.01M	Buy	5,299 +164	+3%	+$29.9K	0.08%	79
2023 Q4	$840K	Buy	5,135 +235	+5%	+$35.5K	0.07%	86
2023 Q3	$687K	Hold	4,900	–	–	0.06%	91
2023 Q2	$656K	Hold	4,900	–	–	0.06%	100
2023 Q1	$642K	Hold	4,900	–	–	0.06%	92
2022 Q4	$690K	Hold	4,900	–	–	0.06%	103
2022 Q3	$582K	Hold	4,900	–	–	0.06%	100
2022 Q2	$692K	Sell	4,900 -350	-7%	-$47.2K	0.07%	94
2022 Q1	$683K	Sell	5,250 -545	-9%	-$71.1K	0.06%	96
2021 Q4	$775K	Sell	5,795 -491	-8%	-$61.6K	0.06%	92
2021 Q3	$835K	Buy	6,286 +47	+0.8%	+$6.28K	0.07%	83
2021 Q2	$874K	Sell	6,239 -307	-5%	-$42K	0.08%	84
2021 Q1	$834K	Sell	6,546 -148	-2%	-$17.7K	0.08%	84
2020 Q4	$806K	Buy	6,694 +209	+3%	+$24.2K	0.09%	82
2020 Q3	$754K	Sell	6,485 -79	-1%	-$9.3K	0.09%	79
2020 Q2	$758K	Hold	6,564	–	–	0.1%	74
2020 Q1	$696K	Buy	6,564 +79	+1%	+$9.99K	0.11%	77
2019 Q4	$831K	Hold	6,485	–	–	0.11%	72
2019 Q3	$902K	Hold	6,485	–	–	0.12%	71
2019 Q2	$855K	Sell	6,485 -105	-2%	-$13.8K	0.12%	74
2019 Q1	$889K	Hold	6,590	–	–	0.13%	70
2018 Q4	$716K	Sell	6,590 -627	-9%	-$75.3K	0.11%	71
2018 Q3	$1.04M	Sell	7,217 -16	-0.2%	-$2.24K	0.14%	67
2018 Q2	$966K	Sell	7,233 -1,822	-20%	-$254K	0.13%	65
2018 Q1	$1.33M	Sell	9,055 -314	-3%	-$47.5K	0.19%	59
2017 Q4	$1.37M	Buy	9,369 +244	+3%	+$35.5K	0.19%	61
2017 Q3	$1.27M	Sell	9,125 -38	-0.4%	-$5.29K	0.18%	62
2017 Q2	$1.35M	Buy	9,163 +1,464	+19%	+$221K	0.21%	62
2017 Q1	$1.28M	Buy	7,699 +1,042	+16%	+$175K	0.2%	58
2016 Q4	$1.06M	Sell	6,657 -243	-4%	-$37K	0.19%	58
2016 Q3	$1.05M	Hold	6,900	–	–	0.19%	58
2016 Q2	$1M	Sell	6,900 -371	-5%	-$53.1K	0.18%	65
2016 Q1	$1.05M	Sell	7,271 -889	-11%	-$114K	0.19%	62
2015 Q4	$1.07M	Buy	8,160 +307	+4%	+$41.2K	0.2%	65
2015 Q3	$1.09M	Hold	7,853	–	–	0.21%	67
2015 Q2	$1.22M	Sell	7,853 -105	-1%	-$16.9K	0.22%	66
2015 Q1	$1.22M	Buy	7,958 +2,727	+52%	+$414K	0.22%	68
2014 Q4	$803K	Sell	5,231 -673	-11%	-$107K	0.15%	73
2014 Q3	$1.46M	Sell	5,904 -1,639	-22%	-$299K	0.28%	55
2014 Q2	$1.31M	Buy	7,543 +1,653	+28%	+$298K	0.35%	54
2014 Q1	$1.08M	Hold	5,890	–	–	0.25%	47
2013 Q4	$1.06M	Buy	5,890 +68	+1%	+$11.7K	0.26%	44
2013 Q3	$1.03M	Hold	5,822	–	–	0.28%	43
2013 Q2	$1.06M	Buy	+5,822	New	+$1.13M	0.29%	42

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atwood & Palmer's IBM Position: Q2 2026 in Review

Atwood & Palmer reduced its IBM (IBM) stake by 0.1% in Q2 2026, selling an estimated $1.01K and leaving 4,200 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #87.

Atwood & Palmer first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.46M in Q3 2014. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Atwood & Palmer held 4,200 shares of IBM worth $1.18M as of Q2 2026.
Atwood & Palmer sold 4 IBM shares in Q2 2026, an estimated $1.01K.
IBM made up 0.06% of Atwood & Palmer's portfolio in Q2 2026, its #87 holding.
Atwood & Palmer first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's IBM position peaked at $1.46M in Q3 2014.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.