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Baugh & Associates’s IBM IBM Stock Holding History

Baugh & Associates’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 		$429K Hold
1,527
– – 0.19% 37
2026
Q1 		$370K Hold
1,527
– – 0.16% 36
2025
Q4 		$452K Hold
1,527
– – 0.22% 33
2025
Q3 		$431K Hold
1,527
– – 0.21% 33
2025
Q2 		$450K Hold
1,527
– – 0.23% 34
2025
Q1 		$380K Hold
1,527
– – 0.19% 33
2024
Q4 		$336K Hold
1,527
– – 0.17% 35
2024
Q3 		$269K Buy
1,527
+308
+25% +$60.4K 0.14% 38
2024
Q2 		$264K Sell
1,219
-308
-20% -$53.5K 0.14% 38
2024
Q1 		$292K Buy
+1,527
New +$279K 0.16% 36

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

Baugh & Associates's IBM Position: Q2 2026 in Review

Baugh & Associates held its IBM (IBM) position steady in Q2 2026 at 1,527 shares worth $429K. The position accounts for 0.19% of the portfolio, ranked #37.

Baugh & Associates first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $452K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Baugh & Associates held 1,527 shares of IBM worth $429K as of Q2 2026.
  • Baugh & Associates left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.19% of Baugh & Associates's portfolio in Q2 2026, its #37 holding.
  • Baugh & Associates first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Baugh & Associates's IBM position peaked at $452K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Baugh & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.