Burney Company’s IBM IBM Stock Holding History

Burney Company’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	$4.38M	Buy	15,560 +496	+3%	+$125K	0.12%	146
2026 Q1	$3.65M	Sell	15,064 -2,946	-16%	-$797K	0.11%	156
2025 Q4	$5.33M	Buy	18,010 +578	+3%	+$173K	0.17%	128
2025 Q3	$4.92M	Buy	17,432 +188	+1%	+$49.2K	0.16%	138
2025 Q2	$5.08M	Sell	17,244 -1,701	-9%	-$438K	0.17%	132
2025 Q1	$4.71M	Buy	18,945 +305	+2%	+$74.6K	0.17%	129
2024 Q4	$4.1M	Buy	18,640 +337	+2%	+$75.1K	0.14%	151
2024 Q3	$4.05M	Sell	18,303 -335	-2%	-$65.7K	0.14%	153
2024 Q2	$3.22M	Sell	18,638 -6,462	-26%	-$1.12M	0.12%	176
2024 Q1	$4.79M	Sell	25,100 -510	-2%	-$93K	0.18%	139
2023 Q4	$4.19M	Sell	25,610 -1,119	-4%	-$169K	0.18%	145
2023 Q3	$3.75M	Buy	26,729 +2,953	+12%	+$420K	0.18%	149
2023 Q2	$3.18M	Sell	23,776 -253	-1%	-$32.7K	0.15%	171
2023 Q1	$3.15M	Sell	24,029 -495	-2%	-$66.2K	0.16%	171
2022 Q4	$3.46M	Sell	24,524 -1,887	-7%	-$260K	0.18%	153
2022 Q3	$3.14M	Sell	26,411 -6,572	-20%	-$862K	0.17%	155
2022 Q2	$4.66M	Sell	32,983 -1,203	-4%	-$162K	0.25%	119
2022 Q1	$4.45M	Buy	34,186 +63	+0.2%	+$8.22K	0.2%	136
2021 Q4	$4.56M	Sell	34,123 -4,832	-12%	-$606K	0.2%	145
2021 Q3	$5.17M	Sell	38,955 -1,570	-4%	-$210K	0.24%	121
2021 Q2	$5.68M	Sell	40,525 -3,407	-8%	-$466K	0.26%	118
2021 Q1	$5.6M	Buy	43,932 +487	+1%	+$58.3K	0.28%	116
2020 Q4	$5.23M	Sell	43,445 -8,776	-17%	-$1.01M	0.29%	108
2020 Q3	$6.07M	Sell	52,221 -25,267	-33%	-$2.97M	0.38%	78
2020 Q2	$8.95M	Sell	77,488 -34,238	-31%	-$3.98M	0.58%	43
2020 Q1	$11.8M	Buy	111,726 +1,939	+2%	+$245K	0.91%	20
2019 Q4	$14.1M	Buy	109,787 +1,077	+1%	+$140K	0.78%	25
2019 Q3	$15.1M	Buy	108,710 +5,172	+5%	+$698K	0.91%	20
2019 Q2	$13.7M	Buy	103,538 +23,313	+29%	+$3.06M	0.83%	22
2019 Q1	$10.8M	Sell	80,225 -1,292	-2%	-$165K	0.67%	35
2018 Q4	$8.86M	Buy	81,517 +17,583	+28%	+$2.11M	0.62%	41
2018 Q3	$9.24M	Sell	63,934 -17,020	-21%	-$2.38M	0.55%	48
2018 Q2	$10.8M	Buy	80,954 +13,842	+21%	+$1.93M	0.63%	39
2018 Q1	$9.84M	Sell	67,112 -6,985	-9%	-$1.06M	0.61%	46
2017 Q4	$10.9M	Buy	74,097 +3,112	+4%	+$453K	0.61%	48
2017 Q3	$9.88M	Sell	70,985 -10,509	-13%	-$1.46M	0.64%	48
2017 Q2	$12M	Sell	81,494 -9,496	-10%	-$1.43M	0.79%	37
2017 Q1	$15.1M	Buy	90,990 +1,040	+1%	+$174K	1%	26
2016 Q4	$14.3M	Buy	89,950 +627	+0.7%	+$95.5K	0.97%	26
2016 Q3	$13.5M	Buy	89,323 +718	+0.8%	+$109K	0.95%	26
2016 Q2	$12.9M	Buy	88,605 +17,422	+24%	+$2.49M	0.92%	28
2016 Q1	$10.3M	Buy	71,183 +1,110	+2%	+$142K	0.75%	42
2015 Q4	$9.22M	Sell	70,073 -15,300	-18%	-$2.06M	0.68%	52
2015 Q3	$11.8M	Sell	85,373 -3,460	-4%	-$511K	0.91%	32
2015 Q2	$13.8M	Buy	88,833 +6,632	+8%	+$1.07M	0.94%	29
2015 Q1	$12.6M	Buy	82,201 +10,955	+15%	+$1.66M	0.86%	32
2014 Q4	$10.9M	Buy	71,246 +11,699	+20%	+$1.86M	0.87%	36
2014 Q3	$10.8M	Buy	59,547 +2,766	+5%	+$504K	0.93%	31
2014 Q2	$9.84M	Buy	56,781 +1,046	+2%	+$188K	0.85%	36
2014 Q1	$10.3M	Sell	55,735 -2,866	-5%	-$505K	0.93%	28
2013 Q4	$10.5M	Buy	58,601 +655	+1%	+$113K	1.02%	23
2013 Q3	$10.3M	Sell	57,946 -3,205	-5%	-$583K	1.15%	16
2013 Q2	$11.2M	Buy	+61,151	New	+$11.9M	1.39%	5

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Burney Company's IBM Position: Q2 2026 in Review

Burney Company increased its IBM (IBM) stake by 3.3% in Q2 2026, buying an estimated $125K and bringing the position to 15,560 shares worth $4.38M. The position accounts for 0.12% of the portfolio, ranked #146.

Burney Company first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.1M in Q1 2017. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Burney Company held 15,560 shares of IBM worth $4.38M as of Q2 2026.
Burney Company bought 496 IBM shares in Q2 2026, an estimated $125K.
IBM made up 0.12% of Burney Company's portfolio in Q2 2026, its #146 holding.
Burney Company first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Burney Company's IBM position peaked at $15.1M in Q1 2017.
1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.