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Blue Trust Inc’s IBM IBM Stock Holding History

Blue Trust Inc’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 		$5.4M Sell
19,197
-1,439
-7% -$363K 0.06% 100
2026
Q1 		$5M Sell
20,636
-428
-2% -$116K 0.06% 97
2025
Q4 		$6.24M Sell
21,064
-963
-4% -$288K 0.07% 81
2025
Q3 		$6.22M Buy
22,027
+356
+2% +$93.2K 0.07% 85
2025
Q2 		$6.39M Sell
21,671
-926
-4% -$239K 0.08% 84
2025
Q1 		$5.62M Buy
22,597
+1,635
+8% +$400K 0.07% 83
2024
Q4 		$4.61M Buy
20,962
+2,673
+15% +$595K 0.06% 95
2024
Q3 		$3.16M Buy
18,289
+2,508
+16% +$492K 0.04% 109
2024
Q2 		$3.01M Buy
15,781
+3,209
+26% +$558K 0.04% 98
2024
Q1 		$2.4M Sell
12,572
-1,615
-11% -$295K 0.03% 100
2023
Q4 		$1.99M Buy
14,187
+1,859
+15% +$281K 0.03% 109
2023
Q3 		$1.65M Buy
12,328
+484
+4% +$68.9K 0.03% 131
2023
Q2 		$1.55M Sell
11,844
-2,816
-19% -$363K 0.02% 128
2023
Q1 		$2.06M Buy
14,660
+1,606
+12% +$215K 0.03% 128
2022
Q4 		$1.55M Buy
13,054
+700
+6% +$96.6K 0.03% 138
2022
Q3 		$1.74M Buy
12,354
+1,017
+9% +$133K 0.03% 104
2022
Q2 		$1.47M Buy
+11,337
New +$1.53M 0.02% 114

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

Blue Trust Inc's IBM Position: Q2 2026 in Review

Blue Trust Inc reduced its IBM (IBM) stake by 7% in Q2 2026, selling an estimated $363K and leaving 19,197 shares worth $5.4M. The position accounts for 0.06% of the portfolio, ranked #100.

Blue Trust Inc first reported a position in IBM in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.39M in Q2 2025. 1,961 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Blue Trust Inc held 19,197 shares of IBM worth $5.4M as of Q2 2026.
  • Blue Trust Inc sold 1,439 IBM shares in Q2 2026, an estimated $363K.
  • IBM made up 0.06% of Blue Trust Inc's portfolio in Q2 2026, its #100 holding.
  • Blue Trust Inc first reported a position in IBM in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's IBM position peaked at $6.39M in Q2 2025.
  • 1,961 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.