Blume Capital Management’s IBM IBM Stock Holding History

Blume Capital Management’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	$134K	Hold	475	–	–	0.02%	146
2026 Q1	$115K	Sell	475 -125	-21%	-$33.8K	0.02%	141
2025 Q4	$178K	Hold	600	–	–	0.03%	119
2025 Q3	$169K	Sell	600 -27	-4%	-$7.07K	0.03%	121
2025 Q2	$185K	Buy	627 +18	+3%	+$4.64K	0.04%	116
2025 Q1	$151K	Buy	609 +9	+2%	+$2.2K	0.03%	125
2024 Q4	$132K	Hold	600	–	–	0.03%	131
2024 Q3	$133K	Hold	600	–	–	0.03%	137
2024 Q2	$104K	Hold	600	–	–	0.03%	145
2024 Q1	$115K	Sell	600 -240	-29%	-$43.8K	0.03%	136
2023 Q4	$137K	Hold	840	–	–	0.04%	121
2023 Q3	$118K	Hold	840	–	–	0.03%	125
2023 Q2	$112K	Hold	840	–	–	0.03%	124
2023 Q1	$110K	Hold	840	–	–	0.03%	120
2022 Q4	$118K	Hold	840	–	–	0.04%	119
2022 Q3	$100K	Hold	840	–	–	0.04%	120
2022 Q2	$119K	Hold	840	–	–	0.05%	110
2022 Q1	$109K	Hold	840	–	–	0.04%	123
2021 Q4	$112K	Sell	840 -39	-4%	-$4.89K	0.04%	135
2021 Q3	$117K	Hold	879	–	–	0.04%	122
2021 Q2	$123K	Hold	879	–	–	0.05%	114
2021 Q1	$112K	Hold	879	–	–	0.04%	112
2020 Q4	$106K	Hold	879	–	–	0.05%	94
2020 Q3	$102K	Hold	879	–	–	0.05%	94
2020 Q2	$101K	Hold	879	–	–	0.06%	88
2020 Q1	$93K	Hold	879	–	–	0.06%	83
2019 Q4	$112K	Hold	879	–	–	0.05%	90
2019 Q3	$122K	Hold	879	–	–	0.06%	87
2019 Q2	$116K	Hold	879	–	–	0.06%	87
2019 Q1	$119K	Hold	879	–	–	0.06%	84
2018 Q4	$95K	Hold	879	–	–	0.05%	94
2018 Q3	$127K	Hold	879	–	–	0.07%	77
2018 Q2	$117K	Sell	879 -130	-13%	-$18.1K	0.06%	74
2018 Q1	$148K	Buy	1,009 +26	+3%	+$3.93K	0.08%	73
2017 Q4	$144K	Hold	983	–	–	0.07%	75
2017 Q3	$136K	Hold	983	–	–	0.07%	72
2017 Q2	$145K	Hold	983	–	–	0.08%	61
2017 Q1	$164K	Sell	983 -110	-10%	-$18.4K	0.09%	58
2016 Q4	$173K	Buy	1,093 +162	+17%	+$24.7K	0.1%	57
2016 Q3	$141K	Hold	931	–	–	0.09%	60
2016 Q2	$135K	Buy	931 +173	+23%	+$24.8K	0.09%	63
2016 Q1	$110K	Sell	758 -183	-19%	-$23.4K	0.08%	64
2015 Q4	$124K	Hold	941	–	–	0.09%	66
2015 Q3	$130K	Sell	941 -262	-22%	-$38.7K	0.11%	54
2015 Q2	$187K	Hold	1,203	–	–	0.14%	49
2015 Q1	$185K	Buy	1,203 +105	+10%	+$15.9K	0.13%	54
2014 Q4	$168K	Buy	1,098 +366	+50%	+$58.2K	0.12%	62
2014 Q3	$133K	Sell	732 -79	-10%	-$14.4K	0.1%	55
2014 Q2	$140K	Sell	811 -46	-5%	-$8.28K	0.11%	58
2014 Q1	$158K	Sell	857 -77	-8%	-$13.6K	0.13%	53
2013 Q4	$168K	Buy	+934	New	+$161K	0.14%	51

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

Blume Capital Management's IBM Position: Q2 2026 in Review

Blume Capital Management held its IBM (IBM) position steady in Q2 2026 at 475 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #146.

Blume Capital Management first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $187K in Q2 2015. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Blume Capital Management held 475 shares of IBM worth $134K as of Q2 2026.
Blume Capital Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.02% of Blume Capital Management's portfolio in Q2 2026, its #146 holding.
Blume Capital Management first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
Blume Capital Management's IBM position peaked at $187K in Q2 2015.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.