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Bond & Devick Financial Network’s IBM IBM Stock Holding History

Bond & Devick Financial Network’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 		$796K Sell
2,832
-100
-3% -$25.2K 0.2% 76
2026
Q1 		$711K Sell
2,932
-2
-0.1% -$541 0.2% 78
2025
Q4 		$869K Buy
2,934
+67
+2% +$20.1K 0.24% 60
2025
Q3 		$809K Buy
2,867
+2
+0.1% +$524 0.24% 62
2025
Q2 		$845K Hold
2,865
– – 0.28% 59
2025
Q1 		$712K Sell
2,865
-250
-8% -$61.2K 0.26% 60
2024
Q4 		$689K Hold
3,115
– – 0.29% 64
2024
Q3 		$689K Buy
3,115
+325
+12% +$63.7K 0.29% 64
2024
Q2 		$483K Sell
2,790
-1,025
-27% -$178K 0.26% 81
2024
Q1 		$729K Sell
3,815
-40
-1% -$7.3K 0.4% 53
2023
Q4 		$630K Sell
3,855
-100
-3% -$15.1K 0.36% 54
2023
Q3 		$555K Sell
3,955
-200
-5% -$28.5K 0.36% 54
2023
Q2 		$556K Sell
4,155
-80
-2% -$10.3K 0.35% 60
2023
Q1 		$555K Hold
4,235
– – 0.35% 57
2022
Q4 		$597K Sell
4,235
-250
-6% -$34.5K 0.43% 50
2022
Q3 		$533K Sell
4,485
-50
-1% -$6.56K 0.44% 49
2022
Q2 		$640K Sell
4,535
-70
-2% -$9.45K 0.56% 46
2022
Q1 		$599K Sell
4,605
-425
-8% -$55.4K 0.48% 51
2021
Q4 		$672K Sell
5,030
-336
-6% -$42.1K 0.5% 47
2021
Q3 		$713K Sell
5,366
-10
-0.2% -$1.34K 0.59% 41
2021
Q2 		$753K Sell
5,376
-129
-2% -$17.6K 0.62% 40
2021
Q1 		$701K Buy
5,505
+973
+21% +$116K 0.65% 38
2020
Q4 		$545K Buy
+4,532
New +$524K 0.62% 45

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

Bond & Devick Financial Network's IBM Position: Q2 2026 in Review

Bond & Devick Financial Network reduced its IBM (IBM) stake by 3.4% in Q2 2026, selling an estimated $25.2K and leaving 2,832 shares worth $796K. The position accounts for 0.2% of the portfolio, ranked #76.

Bond & Devick Financial Network first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $869K in Q4 2025. 1,843 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Bond & Devick Financial Network held 2,832 shares of IBM worth $796K as of Q2 2026.
  • Bond & Devick Financial Network sold 100 IBM shares in Q2 2026, an estimated $25.2K.
  • IBM made up 0.2% of Bond & Devick Financial Network's portfolio in Q2 2026, its #76 holding.
  • Bond & Devick Financial Network first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Bond & Devick Financial Network's IBM position peaked at $869K in Q4 2025.
  • 1,843 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.