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 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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Birchbrook's IBM Position: Q2 2026 in Review

Birchbrook reduced its IBM (IBM) stake by 0.96% in Q2 2026, selling an estimated $17.9K and leaving 7,352 shares worth $2.07M. The position accounts for 0.97% of the portfolio, ranked #21.

Birchbrook first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.33M in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Birchbrook held 7,352 shares of IBM worth $2.07M as of Q2 2026.
Birchbrook sold 71 IBM shares in Q2 2026, an estimated $17.9K.
IBM made up 0.97% of Birchbrook's portfolio in Q2 2026, its #21 holding.
Birchbrook first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Birchbrook's IBM position peaked at $2.33M in Q2 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.