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Boothe Investment Group’s IBM IBM Stock Holding History

Boothe Investment Group’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 		$2.92M Buy
10,393
+2,387
+30% +$601K 0.92% 24
2026
Q1 		$1.94M Buy
8,006
+697
+10% +$189K 0.62% 28
2025
Q4 		$2.16M Buy
7,309
+633
+9% +$190K 0.77% 25
2025
Q3 		$1.88M Buy
6,676
+312
+5% +$81.7K 0.69% 28
2025
Q2 		$1.88M Sell
6,364
-372
-6% -$95.8K 0.72% 28
2025
Q1 		$1.67M Sell
6,736
-3,360
-33% -$822K 0.76% 26
2024
Q4 		$2.22M Sell
10,096
-592
-6% -$132K 0.96% 29
2024
Q3 		$2.36M Buy
10,688
+687
+7% +$135K 1.08% 27
2024
Q2 		$1.75M Buy
10,001
+1,955
+24% +$340K 0.81% 28
2024
Q1 		$1.54M Sell
8,046
-1,501
-16% -$274K 0.78% 26
2023
Q4 		$1.56M Buy
9,547
+256
+3% +$38.7K 0.7% 27
2023
Q3 		$1.3M Buy
9,291
+490
+6% +$69.7K 0.66% 27
2023
Q2 		$1.18M Buy
8,801
+951
+12% +$123K 0.62% 25
2023
Q1 		$1.03M Buy
7,850
+606
+8% +$81.1K 0.55% 27
2022
Q4 		$1.02M Buy
7,244
+533
+8% +$73.5K 0.99% 22
2022
Q3 		$797K Buy
+6,711
New +$881K 0.52% 33

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

Boothe Investment Group's IBM Position: Q2 2026 in Review

Boothe Investment Group increased its IBM (IBM) stake by 30% in Q2 2026, buying an estimated $601K and bringing the position to 10,393 shares worth $2.92M. The position accounts for 0.92% of the portfolio, ranked #24.

Boothe Investment Group first reported a position in IBM in Q3 2022 and has held it in 16 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Boothe Investment Group held 10,393 shares of IBM worth $2.92M as of Q2 2026.
  • Boothe Investment Group bought 2,387 IBM shares in Q2 2026, an estimated $601K.
  • IBM made up 0.92% of Boothe Investment Group's portfolio in Q2 2026, its #24 holding.
  • Boothe Investment Group first reported a position in IBM in Q3 2022 and has held it in 16 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Boothe Investment Group's 13F filing for Q2 2026, filed 14 Jul 2026.