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Baron Financial Group’s IBM IBM Stock Holding History

Baron Financial Group’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 		$748K Sell
2,661
-2
-0.1% -$504 0.36% 38
2026
Q1 		$645K Buy
2,663
+19
+0.7% +$5.14K 0.35% 37
2025
Q4 		$783K Sell
2,644
-15
-0.6% -$4.49K 0.42% 35
2025
Q3 		$750K Sell
2,659
-97
-4% -$25.4K 0.41% 34
2025
Q2 		$812K Buy
2,756
+3
+0.1% +$773 0.48% 34
2025
Q1 		$684K Sell
2,753
-596
-18% -$146K 0.43% 35
2024
Q4 		$736K Buy
3,349
+3
+0.1% +$668 0.46% 34
2024
Q3 		$740K Buy
3,346
+4
+0.1% +$784 0.45% 35
2024
Q2 		$578K Buy
3,342
+5
+0.1% +$869 0.37% 36
2024
Q1 		$637K Buy
3,337
+4
+0.1% +$730 0.39% 36
2023
Q4 		$545K Sell
3,333
-95
-3% -$14.4K 0.35% 38
2023
Q3 		$481K Buy
3,428
+6
+0.2% +$854 0.31% 37
2023
Q2 		$458K Buy
3,422
+6
+0.2% +$774 0.28% 37
2023
Q1 		$448K Buy
3,416
+46
+1% +$6.15K 0.28% 38
2022
Q4 		$475K Buy
3,370
+5
+0.1% +$690 0.31% 39
2022
Q3 		$400K Buy
3,365
+6
+0.2% +$787 0.27% 41
2022
Q2 		$474K Buy
3,359
+5
+0.1% +$675 0.31% 33
2022
Q1 		$436K Buy
3,354
+6
+0.2% +$782 0.25% 33
2021
Q4 		$447K Sell
3,348
-771
-19% -$96.7K 0.25% 34
2021
Q3 		$547K Buy
4,119
+5
+0.1% +$668 0.33% 34
2021
Q2 		$576K Sell
4,114
-257
-6% -$35.1K 0.36% 34
2021
Q1 		$557K Sell
4,371
-726
-14% -$86.9K 0.38% 34
2020
Q4 		$613K Sell
5,097
-254
-5% -$29.4K 0.49% 32
2020
Q3 		$622K Buy
+5,351
New +$630K 0.58% 28

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

Baron Financial Group's IBM Position: Q2 2026 in Review

Baron Financial Group reduced its IBM (IBM) stake by 0.08% in Q2 2026, selling an estimated $504 and leaving 2,661 shares worth $748K. The position accounts for 0.36% of the portfolio, ranked #38.

Baron Financial Group first reported a position in IBM in Q3 2020 and has held it in 24 quarters since. The position peaked at $812K in Q2 2025. 1,827 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Baron Financial Group held 2,661 shares of IBM worth $748K as of Q2 2026.
  • Baron Financial Group sold 2 IBM shares in Q2 2026, an estimated $504.
  • IBM made up 0.36% of Baron Financial Group's portfolio in Q2 2026, its #38 holding.
  • Baron Financial Group first reported a position in IBM in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's IBM position peaked at $812K in Q2 2025.
  • 1,827 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.