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Berman McAleer’s IBM IBM Stock Holding History

Berman McAleer’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 		$1.13M Buy
4,030
+14
+0.3% +$3.53K 0.13% 60
2026
Q1 		$973K Sell
4,016
-704
-15% -$190K 0.13% 62
2025
Q4 		$1.4M Sell
4,720
-82
-2% -$24.6K 0.19% 49
2025
Q3 		$1.35M Buy
+4,802
New +$1.26M 0.19% 50

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

Berman McAleer's IBM Position: Q2 2026 in Review

Berman McAleer increased its IBM (IBM) stake by 0.35% in Q2 2026, buying an estimated $3.53K and bringing the position to 4,030 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #60.

Berman McAleer first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Berman McAleer held 4,030 shares of IBM worth $1.13M as of Q2 2026.
  • Berman McAleer bought 14 IBM shares in Q2 2026, an estimated $3.53K.
  • IBM made up 0.13% of Berman McAleer's portfolio in Q2 2026, its #60 holding.
  • Berman McAleer first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's IBM position peaked at $1.4M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.