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Byrne Asset Management’s IBM IBM Stock Holding History

Byrne 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 		$1.96M Sell
6,981
-372
-5% -$93.7K 1.06% 19
2026
Q1 		$1.78M Sell
7,353
-250
-3% -$67.6K 1.04% 17
2025
Q4 		$2.25M Sell
7,603
-60
-0.8% -$18K 1.24% 15
2025
Q3 		$2.16M Sell
7,663
-72
-0.9% -$18.8K 1.33% 12
2025
Q2 		$2.28M Sell
7,735
-369
-5% -$95.1K 1.51% 12
2025
Q1 		$2.02M Sell
8,104
-148
-2% -$36.2K 1.49% 13
2024
Q4 		$1.81M Sell
8,252
-210
-2% -$46.8K 1.28% 18
2024
Q3 		$1.87M Sell
8,462
-166
-2% -$32.5K 1.27% 19
2024
Q2 		$1.47M Sell
8,628
-189
-2% -$32.8K 1.05% 23
2024
Q1 		$1.68M Buy
8,817
+264
+3% +$48.2K 1.17% 23
2023
Q4 		$1.4M Buy
8,553
+1,053
+14% +$159K 1.06% 27
2023
Q3 		$1.05M Buy
7,500
+75
+1% +$10.7K 0.87% 37
2023
Q2 		$994K Sell
7,425
-54
-0.7% -$6.97K 0.65% 47
2023
Q1 		$980K Buy
7,479
+84
+1% +$11.2K 0.7% 46
2022
Q4 		$1.04M Sell
7,395
-1,104
-13% -$152K 0.75% 39
2022
Q3 		$1.01M Buy
8,499
+1,435
+20% +$188K 0.78% 34
2022
Q2 		$997K Sell
7,064
-14
-0.2% -$1.89K 0.74% 43
2022
Q1 		$920K Buy
7,078
+462
+7% +$60.3K 0.57% 57
2021
Q4 		$884K Buy
+6,616
New +$830K 0.57% 53

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Byrne Asset Management reduced its IBM (IBM) stake by 5.1% in Q2 2026, selling an estimated $93.7K and leaving 6,981 shares worth $1.96M. The position accounts for 1.06% of the portfolio, ranked #19.

Byrne Asset Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.28M in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Byrne Asset Management held 6,981 shares of IBM worth $1.96M as of Q2 2026.
  • Byrne Asset Management sold 372 IBM shares in Q2 2026, an estimated $93.7K.
  • IBM made up 1.06% of Byrne Asset Management's portfolio in Q2 2026, its #19 holding.
  • Byrne Asset Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's IBM position peaked at $2.28M in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.