Birchbrook
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Birchbrook’s IBM IBM Stock Holding History

Birchbrook’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
Q3 		$1.54M Sell
6,992
-360
-5% -$85.5K 0.74% 28
2026
Q2 		$2.07M Sell
7,352
-71
-1% -$17.9K 0.97% 21
2026
Q1 		$1.8M Sell
7,423
-41
-0.5% -$11.1K 0.88% 26
2025
Q4 		$2.21M Sell
7,464
-161
-2% -$48.2K 1.1% 18
2025
Q3 		$2.15M Sell
7,625
-285
-4% -$74.6K 1.11% 18
2025
Q2 		$2.33M Buy
7,910
+24
+0.3% +$6.18K 1.25% 17
2025
Q1 		$1.96M Sell
7,886
-224
-3% -$54.8K 1.1% 18
2024
Q4 		$1.78M Sell
8,110
-97
-1% -$21.6K 1.01% 20
2024
Q3 		$1.81M Sell
8,207
-109
-1% -$21.4K 1.01% 19
2024
Q2 		$1.44M Sell
8,316
-2,398
-22% -$417K 0.86% 24
2024
Q1 		$2.05M Sell
10,714
-1,611
-13% -$294K 1.22% 17
2023
Q4 		$2.02M Buy
+12,325
New +$1.86M 1.33% 16

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Birchbrook's IBM Position: Q3 2026 in Review

Birchbrook reduced its IBM (IBM) stake by 4.9% in Q3 2026, selling an estimated $85.5K and leaving 6,992 shares worth $1.54M. The position accounts for 0.74% of the portfolio, ranked #28.

Birchbrook first reported a position in IBM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.33M in Q2 2025. 1,554 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Birchbrook held 6,992 shares of IBM worth $1.54M as of Q3 2026.
  • Birchbrook sold 360 IBM shares in Q3 2026, an estimated $85.5K.
  • IBM made up 0.74% of Birchbrook's portfolio in Q3 2026, its #28 holding.
  • Birchbrook first reported a position in IBM in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's IBM position peaked at $2.33M in Q2 2025.
  • 1,554 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.