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Bank of Stockton’s IBM IBM Stock Holding History

Bank of Stockton’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 		$1.25M Buy
4,433
+84
+2% +$21.2K 0.35% 47
2026
Q1 		$1.05M Sell
4,349
-287
-6% -$77.7K 0.33% 55
2025
Q4 		$1.37M Sell
4,636
-300
-6% -$89.8K 0.39% 44
2025
Q3 		$1.39M Buy
4,936
+332
+7% +$86.9K 0.4% 41
2025
Q2 		$1.36M Sell
4,604
-125
-3% -$32.2K 0.4% 43
2025
Q1 		$1.18M Buy
4,729
+61
+1% +$14.9K 0.37% 45
2024
Q4 		$1.03M Sell
4,668
-145
-3% -$32.3K 0.31% 49
2024
Q3 		$1.06M Buy
4,813
+293
+6% +$57.5K 0.32% 49
2024
Q2 		$782K Buy
4,520
+1,152
+34% +$200K 0.25% 60
2024
Q1 		$643K Buy
3,368
+597
+22% +$109K 0.2% 73
2023
Q4 		$475K Buy
2,771
+461
+20% +$69.7K 0.16% 86
2023
Q3 		$332K Sell
2,310
-10
-0.4% -$1.42K 0.12% 87
2023
Q2 		$310K Hold
2,320
– – 0.11% 95
2023
Q1 		$304K Hold
2,320
– – 0.11% 97
2022
Q4 		$327K Hold
2,320
– – 0.11% 94
2022
Q3 		$276K Sell
2,320
-10
-0.4% -$1.31K 0.11% 101
2022
Q2 		$329K Hold
2,330
– – 0.12% 92
2022
Q1 		$303K Sell
2,330
-320
-12% -$41.7K 0.09% 104
2021
Q4 		$355K Sell
2,650
-122
-4% -$15.3K 0.1% 99
2021
Q3 		$368K Buy
2,772
+52
+2% +$6.95K 0.11% 96
2021
Q2 		$382K Sell
2,720
-10
-0.4% -$1.37K 0.12% 94
2021
Q1 		$347K Sell
2,730
-258
-9% -$30.9K 0.12% 98
2020
Q4 		$358K Hold
2,988
– – 0.14% 93
2020
Q3 		$346K Sell
2,988
-108
-3% -$12.7K 0.14% 92
2020
Q2 		$356K Sell
3,096
-105
-3% -$12.2K 0.15% 91
2020
Q1 		$338K Sell
3,201
-376
-11% -$47.5K 0.19% 78
2019
Q4 		$458K Sell
3,577
-283
-7% -$36.8K 0.19% 76
2019
Q3 		$536K Sell
3,860
-523
-12% -$70.5K 0.23% 70
2019
Q2 		$577K Sell
4,383
-195
-4% -$25.6K 0.29% 63
2019
Q1 		$617K Buy
4,578
+1,804
+65% +$230K 0.32% 60
2018
Q4 		$300K Buy
2,774
+41
+2% +$4.92K 0.18% 83
2018
Q3 		$394K Sell
2,733
-246
-8% -$34.4K 0.2% 80
2018
Q2 		$396K Hold
2,979
– – 0.21% 76
2018
Q1 		$436K Sell
2,979
-842
-22% -$127K 0.18% 78
2017
Q4 		$559K Buy
3,821
+424
+12% +$61.7K 0.23% 70
2017
Q3 		$470K Sell
3,397
-429
-11% -$59.8K 0.21% 70
2017
Q2 		$562K Sell
3,826
-121
-3% -$18.2K 0.26% 63
2017
Q1 		$656K Hold
3,947
– – 0.3% 59
2016
Q4 		$627K Sell
3,947
-198
-5% -$30.2K 0.3% 56
2016
Q3 		$630K Sell
4,145
-63
-1% -$9.56K 0.31% 58
2016
Q2 		$610K Sell
4,208
-241
-5% -$34.5K 0.32% 59
2016
Q1 		$644K Sell
4,449
-199
-4% -$25.4K 0.35% 55
2015
Q4 		$612K Buy
4,648
+39
+0.8% +$5.24K 0.35% 55
2015
Q3 		$638K Sell
4,609
-115
-2% -$17K 0.39% 50
2015
Q2 		$734K Sell
4,724
-310
-6% -$49.8K 0.41% 49
2015
Q1 		$772K Sell
5,034
-642
-11% -$97.4K 0.42% 49
2014
Q4 		$870K Sell
5,676
-80
-1% -$12.7K 0.5% 40
2014
Q3 		$1.04M Sell
5,756
-419
-7% -$76.3K 0.62% 33
2014
Q2 		$1.07M Sell
6,175
-1,628
-21% -$293K 0.61% 33
2014
Q1 		$1.44M Sell
7,803
-978
-11% -$172K 0.88% 15
2013
Q4 		$1.57M Sell
8,781
-432
-5% -$74.5K 0.98% 13
2013
Q3 		$1.63M Sell
9,213
-719
-7% -$131K 1.17% 10
2013
Q2 		$1.81M Buy
+9,932
New +$1.93M 1.42% 10

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

Bank of Stockton's IBM Position: Q2 2026 in Review

Bank of Stockton increased its IBM (IBM) stake by 1.9% in Q2 2026, buying an estimated $21.2K and bringing the position to 4,433 shares worth $1.25M. The position accounts for 0.35% of the portfolio, ranked #47.

Bank of Stockton first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.81M in Q2 2013. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bank of Stockton held 4,433 shares of IBM worth $1.25M as of Q2 2026.
  • Bank of Stockton bought 84 IBM shares in Q2 2026, an estimated $21.2K.
  • IBM made up 0.35% of Bank of Stockton's portfolio in Q2 2026, its #47 holding.
  • Bank of Stockton first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Bank of Stockton's IBM position peaked at $1.81M in Q2 2013.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.