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Birch Hill Investment Advisors’s IBM IBM Stock Holding History

Birch Hill Investment 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 		$81.4M Buy
289,497
+10,123
+4% +$2.55M 3.3% 11
2026
Q1 		$67.7M Sell
279,374
-3,027
-1% -$819K 3.04% 11
2025
Q4 		$83.7M Buy
282,401
+5,737
+2% +$1.72M 3.5% 8
2025
Q3 		$78.1M Buy
276,664
+6,327
+2% +$1.66M 3.3% 10
2025
Q2 		$79.7M Sell
270,337
-2,490
-0.9% -$642K 3.54% 6
2025
Q1 		$67.8M Sell
272,827
-7,546
-3% -$1.85M 3.22% 11
2024
Q4 		$61.6M Buy
280,373
+85
+0% +$18.9K 2.87% 11
2024
Q3 		$62M Sell
280,288
-2,837
-1% -$556K 2.91% 11
2024
Q2 		$49M Sell
283,125
-1,535
-0.5% -$267K 2.37% 14
2024
Q1 		$54.4M Buy
284,660
+512
+0.2% +$93.4K 2.65% 14
2023
Q4 		$46.5M Buy
284,148
+4,775
+2% +$722K 2.47% 14
2023
Q3 		$39.2M Buy
279,373
+4,597
+2% +$654K 2.34% 15
2023
Q2 		$36.8M Sell
274,776
-7,720
-3% -$996K 2.11% 14
2023
Q1 		$37M Sell
282,496
-19,946
-7% -$2.67M 2.3% 14
2022
Q4 		$42.6M Sell
302,442
-3,290
-1% -$454K 2.72% 13
2022
Q3 		$36.3M Sell
305,732
-9,329
-3% -$1.22M 2.45% 16
2022
Q2 		$44.5M Buy
315,061
+21,384
+7% +$2.89M 2.78% 13
2022
Q1 		$38.2M Buy
293,677
+286,494
+3,989% +$37.4M 2.04% 19
2021
Q4 		$960K Sell
7,183
-540
-7% -$67.7K 0.05% 100
2021
Q3 		$1.03M Buy
7,723
+1,605
+26% +$215K 0.06% 98
2021
Q2 		$857K Sell
6,118
-116
-2% -$15.9K 0.05% 102
2021
Q1 		$794K Sell
6,234
-1,034
-14% -$124K 0.05% 101
2020
Q4 		$875K Buy
7,268
+471
+7% +$54.4K 0.05% 92
2020
Q3 		$791K Buy
6,797
+209
+3% +$24.6K 0.05% 92
2020
Q2 		$761K Hold
6,588
– – 0.06% 88
2020
Q1 		$699K Sell
6,588
-314
-5% -$39.7K 0.06% 88
2019
Q4 		$884K Sell
6,902
-732
-10% -$95.1K 0.06% 92
2019
Q3 		$1.06M Buy
7,634
+289
+4% +$39K 0.08% 88
2019
Q2 		$968K Hold
7,345
– – 0.07% 90
2019
Q1 		$991K Sell
7,345
-169
-2% -$21.5K 0.08% 84
2018
Q4 		$817K Sell
7,514
-106
-1% -$12.7K 0.07% 87
2018
Q3 		$1.1M Sell
7,620
-2,445
-24% -$342K 0.08% 84
2018
Q2 		$1.34M Sell
10,065
-920
-8% -$128K 0.11% 79
2018
Q1 		$1.61M Buy
10,985
+502
+5% +$76K 0.13% 70
2017
Q4 		$1.54M Sell
10,483
-188
-2% -$27.3K 0.13% 68
2017
Q3 		$1.48M Sell
10,671
-815
-7% -$114K 0.13% 67
2017
Q2 		$1.69M Sell
11,486
-1,652
-13% -$249K 0.15% 65
2017
Q1 		$2.19M Buy
13,138
+4
+0% +$671 0.19% 60
2016
Q4 		$2.08M Sell
13,134
-705
-5% -$107K 0.19% 59
2016
Q3 		$2.1M Sell
13,839
-1,498
-10% -$227K 0.2% 59
2016
Q2 		$2.23M Sell
15,337
-677
-4% -$96.9K 0.22% 57
2016
Q1 		$2.32M Sell
16,014
-1,417
-8% -$181K 0.24% 56
2015
Q4 		$2.29M Sell
17,431
-4,502
-21% -$605K 0.24% 58
2015
Q3 		$3.04M Sell
21,933
-356
-2% -$52.6K 0.33% 55
2015
Q2 		$3.47M Sell
22,289
-3,651
-14% -$587K 0.36% 52
2015
Q1 		$3.98M Sell
25,940
-613
-2% -$93K 0.41% 52
2014
Q4 		$4.07M Sell
26,553
-627
-2% -$99.8K 0.41% 51
2014
Q3 		$4.93M Sell
27,180
-2,941
-10% -$536K 0.51% 45
2014
Q2 		$5.22M Sell
30,121
-4,236
-12% -$762K 0.55% 43
2014
Q1 		$6.32M Sell
34,357
-21,463
-38% -$3.78M 0.68% 38
2013
Q4 		$10M Sell
55,820
-5,667
-9% -$977K 1.07% 31
2013
Q3 		$10.9M Sell
61,487
-14,165
-19% -$2.57M 1.29% 27
2013
Q2 		$13.8M Buy
+75,652
New +$14.7M 1.73% 24

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Birch Hill Investment Advisors's IBM Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its IBM (IBM) stake by 3.6% in Q2 2026, buying an estimated $2.55M and bringing the position to 289,497 shares worth $81.4M. The position accounts for 3.3% of the portfolio, ranked #11.

Birch Hill Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $83.7M in Q4 2025. 1,670 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Birch Hill Investment Advisors held 289,497 shares of IBM worth $81.4M as of Q2 2026.
  • Birch Hill Investment Advisors bought 10,123 IBM shares in Q2 2026, an estimated $2.55M.
  • IBM made up 3.3% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Birch Hill Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Birch Hill Investment Advisors's IBM position peaked at $83.7M in Q4 2025.
  • 1,670 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.