Ballentine Partners’s IBM IBM Stock Holding History

Ballentine 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
2019 Q3	–	Sell	-1,046	Closed	-$138K	–	410
2019 Q2	$138K	Buy	+1,046	New	+$137K	0.01%	379
2019 Q1	–	Sell	-1,046	Closed	-$114K	–	346
2018 Q4	$114K	Hold	1,046	–	–	0.01%	321
2018 Q3	$151K	Hold	1,046	–	–	0.01%	344
2018 Q2	$140K	Hold	1,046	–	–	0.01%	329
2018 Q1	$153K	Hold	1,046	–	–	0.01%	339
2017 Q4	$153K	Buy	1,046 +418	+67%	+$60.8K	0.01%	351
2017 Q3	$87K	Buy	+628	New	+$87.5K	﹤0.01%	388

Other funds holding IBM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ballentine Partners's IBM Position: Q2 2026 in Review

Ballentine Partners increased its IBM (IBM) stake by 0.18% in Q2 2026, buying an estimated $9.07K and bringing the position to 20,357 shares worth $5.72M. The position accounts for 0.07% of the portfolio, ranked #99.

Ballentine Partners first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.18M in Q4 2025. 1,573 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Ballentine Partners held 20,357 shares of IBM worth $5.72M as of Q2 2026.
Ballentine Partners bought 36 IBM shares in Q2 2026, an estimated $9.07K.
IBM made up 0.07% of Ballentine Partners's portfolio in Q2 2026, its #99 holding.
Ballentine Partners first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Ballentine Partners's IBM position peaked at $6.18M in Q4 2025.
1,573 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.