Bonness Enterprises’s IBM IBM Stock Holding History

Bonness Enterprises’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	$8.31M	Hold	29,564	–	–	2.68%	12
2026 Q1	$7.17M	Hold	29,564	–	–	2.62%	11
2025 Q4	$8.76M	Hold	29,564	–	–	3.02%	5
2025 Q3	$8.34M	Hold	29,564	–	–	2.74%	6
2025 Q2	$8.71M	Hold	29,564	–	–	2.85%	5
2025 Q1	$7.35M	Hold	29,564	–	–	2.4%	6
2024 Q4	$6.5M	Hold	29,564	–	–	2.28%	7
2024 Q3	$6.54M	Hold	29,564	–	–	2.17%	8
2024 Q2	$5.11M	Hold	29,564	–	–	1.87%	11
2024 Q1	$5.65M	Hold	29,564	–	–	2.04%	11
2023 Q4	$4.84M	Hold	29,564	–	–	2.02%	11
2023 Q3	$4.15M	Hold	29,564	–	–	1.9%	15
2023 Q2	$3.96M	Hold	29,564	–	–	1.78%	16
2023 Q1	$3.88M	Hold	29,564	–	–	1.73%	14
2022 Q4	$4.17M	Hold	29,564	–	–	1.96%	11
2022 Q3	$3.51M	Hold	29,564	–	–	1.87%	12
2022 Q2	$4.17M	Hold	29,564	–	–	2.09%	11
2022 Q1	$3.84M	Buy	29,564 +100	+0.3%	+$13K	1.77%	18
2021 Q4	$3.94M	Sell	29,464 -1,355	-4%	-$170K	1.82%	18
2021 Q3	$4.09M	Hold	30,819	–	–	2.09%	13
2021 Q2	$4.32M	Hold	30,819	–	–	2.17%	13
2021 Q1	$3.93M	Hold	30,819	–	–	2.1%	12
2020 Q4	$3.71M	Hold	30,819	–	–	2.07%	12
2020 Q3	$3.58M	Hold	30,819	–	–	2.11%	10
2020 Q2	$3.56M	Hold	30,819	–	–	2.28%	12
2020 Q1	$3.27M	Hold	30,819	–	–	2.36%	9
2019 Q4	$3.95M	Hold	30,819	–	–	2.49%	9
2019 Q3	$4.29M	Hold	30,819	–	–	2.75%	6
2019 Q2	$4.06M	Hold	30,819	–	–	2.54%	8
2019 Q1	$4.16M	Hold	30,819	–	–	2.7%	7
2018 Q4	$3.35M	Hold	30,819	–	–	2.52%	12
2018 Q3	$4.46M	Hold	30,819	–	–	2.91%	6
2018 Q2	$4.12M	Hold	30,819	–	–	2.91%	7
2018 Q1	$4.52M	Hold	30,819	–	–	3.15%	7
2017 Q4	$4.52M	Hold	30,819	–	–	3.07%	6
2017 Q3	$4.27M	Buy	30,819 +6,746	+28%	+$940K	3.06%	7
2017 Q2	$3.54M	Buy	24,073 +4,550	+23%	+$686K	2.71%	8
2017 Q1	$3.25M	Hold	19,523	–	–	2.59%	9
2016 Q4	$3.1M	Sell	19,523 -1,778	-8%	-$271K	2.78%	9
2016 Q3	$3.23M	Hold	21,301	–	–	2.69%	11
2016 Q2	$3.09M	Hold	21,301	–	–	2.6%	10
2016 Q1	$3.08M	Hold	21,301	–	–	2.65%	10
2015 Q4	$2.8M	Buy	21,301 +5,157	+32%	+$693K	2.52%	10
2015 Q3	$2.24M	Hold	16,144	–	–	2.13%	14
2015 Q2	$2.51M	Hold	16,144	–	–	2.26%	13
2015 Q1	$2.48M	Hold	16,144	–	–	2.2%	13
2014 Q4	$2.48M	Buy	16,144 +492	+3%	+$78.3K	2.14%	16
2014 Q3	$2.84M	Hold	15,652	–	–	2.55%	13
2014 Q2	$2.71M	Sell	15,652 -1,465	-9%	-$264K	2.46%	12
2014 Q1	$3.15M	Hold	17,117	–	–	2.77%	10
2013 Q4	$3.07M	Buy	17,117 +837	+5%	+$144K	2.71%	9
2013 Q3	$2.88M	Sell	16,280 -105	-0.6%	-$19.1K	2.77%	9
2013 Q2	$2.99M	Buy	+16,385	New	+$3.19M	2.97%	9

Other funds holding IBM

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

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Bonness Enterprises's IBM Position: Q2 2026 in Review

Bonness Enterprises held its IBM (IBM) position steady in Q2 2026 at 29,564 shares worth $8.31M. The position accounts for 2.68% of the portfolio, ranked #12.

Bonness Enterprises first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.76M in Q4 2025. 1,841 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Bonness Enterprises held 29,564 shares of IBM worth $8.31M as of Q2 2026.
Bonness Enterprises left its IBM share count unchanged in Q2 2026.
IBM made up 2.68% of Bonness Enterprises's portfolio in Q2 2026, its #12 holding.
Bonness Enterprises first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Bonness Enterprises's IBM position peaked at $8.76M in Q4 2025.
1,841 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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