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Barrett & Company’s IBM IBM Stock Holding History

Barrett & Company’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 		$1.02M Buy
3,613
+1,044
+41% +$263K 0.28% 57
2026
Q1 		$623K Buy
2,569
+41
+2% +$11.1K 0.21% 72
2025
Q4 		$741K Sell
2,528
-202
-7% -$60.5K 0.25% 63
2025
Q3 		$770K Buy
2,730
+4
+0.1% +$1.05K 0.26% 64
2025
Q2 		$803K Buy
2,726
+3
+0.1% +$773 0.3% 58
2025
Q1 		$677K Buy
2,723
+30
+1% +$7.34K 0.29% 63
2024
Q4 		$592K Buy
2,693
+5
+0.2% +$1.11K 0.25% 68
2024
Q3 		$594K Buy
2,688
+5
+0.2% +$980 0.26% 67
2024
Q2 		$464K Buy
2,683
+6
+0.2% +$1.04K 0.21% 80
2024
Q1 		$511K Buy
2,677
+5
+0.2% +$912 0.24% 73
2023
Q4 		$437K Buy
2,672
+4
+0.1% +$604 0.24% 83
2023
Q3 		$374K Buy
2,668
+154
+6% +$21.9K 0.22% 86
2023
Q2 		$336K Buy
2,514
+5
+0.2% +$645 0.2% 92
2023
Q1 		$329K Buy
2,509
+5
+0.2% +$669 0.21% 86
2022
Q4 		$353K Hold
2,504
– – 0.23% 81
2022
Q3 		$353K Buy
+2,504
New +$329K 0.23% 81

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

Barrett & Company's IBM Position: Q2 2026 in Review

Barrett & Company increased its IBM (IBM) stake by 41% in Q2 2026, buying an estimated $263K and bringing the position to 3,613 shares worth $1.02M. The position accounts for 0.28% of the portfolio, ranked #57.

Barrett & Company first reported a position in IBM in Q3 2022 and has held it in 16 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Barrett & Company held 3,613 shares of IBM worth $1.02M as of Q2 2026.
  • Barrett & Company bought 1,044 IBM shares in Q2 2026, an estimated $263K.
  • IBM made up 0.28% of Barrett & Company's portfolio in Q2 2026, its #57 holding.
  • Barrett & Company first reported a position in IBM in Q3 2022 and has held it in 16 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.