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Bay Colony Advisors’s IBM IBM Stock Holding History

Bay Colony Advisors’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 		$2.57M Buy
9,141
+328
+4% +$82.6K 0.28% 70
2026
Q1 		$2.14M Buy
8,813
+149
+2% +$40.3K 0.26% 80
2025
Q4 		$2.57M Sell
8,664
-2,046
-19% -$613K 0.31% 61
2025
Q3 		$3.02M Buy
10,710
+322
+3% +$84.3K 0.36% 56
2025
Q2 		$3.06M Sell
10,388
-556
-5% -$143K 0.42% 50
2025
Q1 		$2.67M Sell
10,944
-56
-0.5% -$13.7K 0.41% 50
2024
Q4 		$2.42M Sell
11,000
-414
-4% -$92.2K 0.36% 59
2024
Q3 		$2.52M Sell
11,414
-156
-1% -$30.6K 0.38% 55
2024
Q2 		$2M Sell
11,570
-1
-0% -$174 0.33% 65
2024
Q1 		$2.21M Buy
11,571
+149
+1% +$27.2K 0.39% 51
2023
Q4 		$1.87M Buy
11,422
+2,640
+30% +$399K 0.37% 66
2023
Q3 		$1.23M Buy
8,782
+2,174
+33% +$309K 0.3% 83
2023
Q2 		$884K Sell
6,608
-594
-8% -$76.7K 0.21% 111
2023
Q1 		$931K Sell
7,202
-1,593
-18% -$213K 0.25% 101
2022
Q4 		$1.24M Sell
8,795
-14
-0.2% -$1.93K 0.33% 76
2022
Q3 		$1.05M Sell
8,809
-544
-6% -$71.4K 0.31% 78
2022
Q2 		$1.22M Buy
9,353
+3,185
+52% +$430K 0.31% 82
2022
Q1 		$802K Buy
6,168
+1,648
+36% +$215K 0.19% 125
2021
Q4 		$604K Buy
4,520
+88
+2% +$11K 0.17% 144
2021
Q3 		$589K Buy
4,432
+36
+0.8% +$4.81K 0.19% 148
2021
Q2 		$616K Buy
4,396
+572
+15% +$78.2K 0.21% 142
2021
Q1 		$487K Sell
3,824
-4,090
-52% -$489K 0.19% 153
2020
Q4 		$952K Sell
7,914
-214
-3% -$24.7K 0.51% 59
2020
Q3 		$945K Buy
8,128
+2,985
+58% +$351K 0.59% 59
2020
Q2 		$594K Sell
5,143
-4,907
-49% -$570K 0.43% 75
2020
Q1 		$1.07M Buy
10,050
+6,760
+205% +$855K 0.97% 23
2019
Q4 		$453K Buy
+3,290
New +$428K 0.29% 121
2018
Q4 		– Sell
-2,278
Closed -$329K – 198
2018
Q3 		$329K Buy
2,278
+1,258
+123% +$176K 0.25% 119
2018
Q2 		$136K Buy
+1,020
New +$142K 0.1% 198

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Bay Colony Advisors's IBM Position: Q2 2026 in Review

Bay Colony Advisors increased its IBM (IBM) stake by 3.7% in Q2 2026, buying an estimated $82.6K and bringing the position to 9,141 shares worth $2.57M. The position accounts for 0.28% of the portfolio, ranked #70.

Bay Colony Advisors first reported a position in IBM in Q2 2018 and has held it in 29 quarters since. The position peaked at $3.06M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bay Colony Advisors held 9,141 shares of IBM worth $2.57M as of Q2 2026.
  • Bay Colony Advisors bought 328 IBM shares in Q2 2026, an estimated $82.6K.
  • IBM made up 0.28% of Bay Colony Advisors's portfolio in Q2 2026, its #70 holding.
  • Bay Colony Advisors first reported a position in IBM in Q2 2018 and has held it in 29 quarters since.
  • Bay Colony Advisors's IBM position peaked at $3.06M in Q2 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.