BOS Asset Management’s IBM IBM Stock Holding History

BOS Asset 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	$547K	Hold	1,945	–	–	0.13%	119
2026 Q1	$471K	Hold	1,945	–	–	0.12%	129
2025 Q4	$576K	Sell	1,945 -10	-0.5%	-$3K	0.15%	104
2025 Q3	$552K	Buy	1,955 +27	+1%	+$7.07K	0.16%	107
2025 Q2	$568K	Hold	1,928	–	–	0.18%	92
2025 Q1	$479K	Hold	1,928	–	–	0.16%	97
2024 Q4	$424K	Sell	1,928 -56	-3%	-$12.5K	0.15%	102
2024 Q3	$439K	Hold	1,984	–	–	0.16%	94
2024 Q2	$343K	Sell	1,984 -35	-2%	-$6.08K	0.16%	98
2024 Q1	$386K	Hold	2,019	–	–	0.2%	78
2023 Q4	$330K	Hold	2,019	–	–	0.23%	99
2023 Q3	$283K	Hold	2,019	–	–	0.21%	104
2023 Q2	$270K	Hold	2,019	–	–	0.21%	98
2023 Q1	$265K	Hold	2,019	–	–	0.22%	100
2022 Q4	$284K	Buy	+2,019	New	+$279K	0.25%	92

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

BOS Asset Management's IBM Position: Q2 2026 in Review

BOS Asset Management held its IBM (IBM) position steady in Q2 2026 at 1,945 shares worth $547K. The position accounts for 0.13% of the portfolio, ranked #119.

BOS Asset Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $576K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

BOS Asset Management held 1,945 shares of IBM worth $547K as of Q2 2026.
BOS Asset Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.13% of BOS Asset Management's portfolio in Q2 2026, its #119 holding.
BOS Asset Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's IBM position peaked at $576K in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.