Boston Partners’s IBM IBM Stock Holding History

Boston Partners’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	$11.3M	Buy	40,330 +9,336	+30%	+$2.35M	0.01%	440
2026 Q1	$7.51M	Buy	+30,994	New	+$8.39M	0.01%	448
2018 Q2	–	Sell	-44,632	Closed	-$6.55M	–	795
2018 Q1	$6.55M	Sell	44,632 -1,387	-3%	-$210K	0.01%	425
2017 Q4	$6.75M	Buy	+46,019	New	+$6.69M	0.01%	440
2017 Q1	–	Sell	-48,205	Closed	-$7.65M	–	776
2016 Q4	$7.65M	Sell	48,205 -6,090	-11%	-$928K	0.01%	436
2016 Q3	$8.24M	Sell	54,295 -9,899	-15%	-$1.5M	0.01%	422
2016 Q2	$9.31M	Buy	64,194 +4,896	+8%	+$701K	0.01%	399
2016 Q1	$8.59M	Buy	59,298 +13,160	+29%	+$1.68M	0.01%	398
2015 Q4	$6.07M	Hold	46,138	–	–	0.01%	456
2015 Q3	$6.39M	Buy	46,138 +9,048	+24%	+$1.34M	0.01%	446
2015 Q2	$5.77M	Buy	37,090 +394	+1%	+$63.3K	0.01%	490
2015 Q1	$5.63M	Buy	+36,696	New	+$5.57M	0.01%	497
2013 Q4	–	Sell	-500,989	Closed	-$88.7M	–	716
2013 Q3	$88.7M	Buy	500,989 +52,455	+12%	+$9.53M	0.21%	133
2013 Q2	$82M	Buy	+448,534	New	+$87.3M	0.23%	118

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

Boston Partners's IBM Position: Q2 2026 in Review

Boston Partners increased its IBM (IBM) stake by 30% in Q2 2026, buying an estimated $2.35M and bringing the position to 40,330 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #440.

Boston Partners first reported a position in IBM in Q2 2013 and has held it in 14 quarters since. The position peaked at $88.7M in Q3 2013. 1,966 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Boston Partners held 40,330 shares of IBM worth $11.3M as of Q2 2026.
Boston Partners bought 9,336 IBM shares in Q2 2026, an estimated $2.35M.
IBM made up 0.01% of Boston Partners's portfolio in Q2 2026, its #440 holding.
Boston Partners first reported a position in IBM in Q2 2013 and has held it in 14 quarters since.
Boston Partners's IBM position peaked at $88.7M in Q3 2013.
1,966 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.