Baldwin Wealth Partners’s IBM IBM Stock Holding History

Baldwin Wealth 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	$22.9M	Sell	81,560 -890	-1%	-$224K	1.5%	18
2026 Q1	$20M	Sell	82,450 -1,420	-2%	-$384K	1.45%	21
2025 Q4	$24.8M	Sell	83,870 -280	-0.3%	-$83.9K	1.59%	17
2025 Q3	$23.7M	Sell	84,150 -106	-0.1%	-$27.7K	1.55%	18
2025 Q2	$24.8M	Sell	84,256 -245	-0.3%	-$63.1K	1.69%	17
2025 Q1	$21M	Sell	84,501 -2,655	-3%	-$649K	1.47%	18
2024 Q4	$19.2M	Sell	87,156 -2,429	-3%	-$541K	1.32%	22
2024 Q3	$19.8M	Sell	89,585 -104	-0.1%	-$20.4K	1.35%	22
2024 Q2	$15.5M	Sell	89,689 -397	-0.4%	-$69K	1.21%	25
2024 Q1	$17.2M	Sell	90,086 -100	-0.1%	-$18.2K	1.3%	23
2023 Q4	$14.7M	Sell	90,186 -595	-0.7%	-$89.9K	1.16%	26
2023 Q3	$12.7M	Sell	90,781 -605	-0.7%	-$86.1K	1.1%	28
2023 Q2	$12.2M	Sell	91,386 -50	-0.1%	-$6.45K	1%	31
2023 Q1	$12M	Sell	91,436 -880	-1%	-$118K	1.04%	30
2022 Q4	$13M	Buy	92,316 +85,172	+1,192%	+$11.7M	1.18%	27
2022 Q3	$849K	Hold	7,144	–	–	0.12%	75
2022 Q2	$1.01M	Hold	7,144	–	–	0.13%	72
2022 Q1	$929K	Sell	7,144 -198	-3%	-$25.8K	0.1%	79
2021 Q4	$981K	Sell	7,342 -301	-4%	-$37.8K	0.1%	77
2021 Q3	$1.01M	Buy	7,643 +50	+0.7%	+$6.68K	0.11%	71
2021 Q2	$1.06M	Hold	7,593	–	–	0.12%	71
2021 Q1	$967K	Sell	7,593 -223	-3%	-$26.7K	0.11%	72
2020 Q4	$941K	Sell	7,816 -78	-1%	-$9.02K	0.12%	73
2020 Q3	$918K	Hold	7,894	–	–	0.13%	77
2020 Q2	$911K	Sell	7,894 -209	-3%	-$24.3K	0.13%	74
2020 Q1	$859K	Sell	8,103 -360	-4%	-$45.5K	0.15%	74
2019 Q4	$1.08M	Buy	8,463 +47	+0.6%	+$6.11K	0.15%	77
2019 Q3	$1.17M	Sell	8,416 -33	-0.4%	-$4.45K	0.18%	73
2019 Q2	$1.11M	Sell	8,449 -156	-2%	-$20.5K	0.16%	81
2019 Q1	$1.16M	Buy	8,605 +382	+5%	+$48.7K	0.17%	81
2018 Q4	$894K	Buy	8,223 +14	+0.2%	+$1.68K	0.15%	84
2018 Q3	$1.19M	Sell	8,209 -131	-2%	-$18.3K	0.17%	80
2018 Q2	$1.11M	Buy	8,340 +199	+2%	+$27.8K	0.17%	79
2018 Q1	$1.19M	Sell	8,141 -608	-7%	-$92K	0.19%	78
2017 Q4	$1.28M	Sell	8,749 -653	-7%	-$95K	0.2%	78
2017 Q3	$1.3M	Sell	9,402 -345	-4%	-$48.1K	0.21%	77
2017 Q2	$1.43M	Sell	9,747 -864	-8%	-$130K	0.23%	67
2017 Q1	$1.77M	Sell	10,611 -254	-2%	-$42.6K	0.29%	58
2016 Q4	$1.72M	Sell	10,865 -531	-5%	-$80.9K	0.31%	53
2016 Q3	$1.73M	Sell	11,396 -645	-5%	-$97.9K	0.31%	51
2016 Q2	$1.75M	Buy	12,041 +621	+5%	+$88.9K	0.36%	46
2016 Q1	$1.65M	Buy	11,420 +618	+6%	+$78.9K	0.3%	76
2015 Q4	$1.42M	Buy	10,802 +3,357	+45%	+$451K	0.23%	92
2015 Q3	$1.03M	Buy	7,445 +836	+13%	+$123K	0.17%	118
2015 Q2	$1.03M	Sell	6,609 -78	-1%	-$12.5K	0.15%	124
2015 Q1	$1.03M	Sell	6,687 -445	-6%	-$67.5K	0.15%	128
2014 Q4	$1.09M	Sell	7,132 -233	-3%	-$37.1K	0.16%	127
2014 Q3	$1.34M	Buy	+7,365	New	+$1.34M	0.19%	110
2014 Q2	–	Sell	-4,485	Closed	-$825K	–	253
2014 Q1	$825K	Sell	4,485 -682	-13%	-$120K	0.13%	145
2013 Q4	$927K	Sell	5,167 -3,982	-44%	-$687K	0.15%	137
2013 Q3	$1.62M	Sell	9,149 -4,013	-30%	-$729K	0.3%	85
2013 Q2	$2.4M	Buy	+13,162	New	+$2.56M	0.48%	62

Other funds holding IBM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baldwin Wealth Partners's IBM Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its IBM (IBM) stake by 1.1% in Q2 2026, selling an estimated $224K and leaving 81,560 shares worth $22.9M. The position accounts for 1.5% of the portfolio, ranked #18.

Baldwin Wealth Partners first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $24.8M in Q4 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Baldwin Wealth Partners held 81,560 shares of IBM worth $22.9M as of Q2 2026.
Baldwin Wealth Partners sold 890 IBM shares in Q2 2026, an estimated $224K.
IBM made up 1.5% of Baldwin Wealth Partners's portfolio in Q2 2026, its #18 holding.
Baldwin Wealth Partners first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Baldwin Wealth Partners's IBM position peaked at $24.8M in Q4 2025.
1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.