Cacti Asset Management’s IBM IBM Stock Holding History

Cacti 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	$3.82M	Hold	13,600	–	–	0.19%	34
2026 Q1	$3.3M	Hold	13,600	–	–	0.2%	34
2025 Q4	$4.16M	Hold	13,600	–	–	0.25%	31
2025 Q3	$3.87M	Sell	13,600 -800	-6%	-$209K	0.25%	32
2025 Q2	$4.17M	Sell	14,400 -200	-1%	-$51.5K	0.3%	31
2025 Q1	$3.56M	Hold	14,600	–	–	0.28%	31
2024 Q4	$3.22M	Sell	14,600 -1,000	-6%	-$223K	0.24%	31
2024 Q3	$3.45M	Hold	15,600	–	–	0.26%	31
2024 Q2	$2.67M	Hold	15,600	–	–	0.21%	32
2024 Q1	$2.67M	Sell	15,600 -1,550	-9%	-$283K	0.21%	33
2023 Q4	$2.8M	Sell	17,150 -1,000	-6%	-$151K	0.24%	32
2023 Q3	$2.54M	Hold	18,150	–	–	0.23%	32
2023 Q2	$2.43M	Buy	18,150 +1,550	+9%	+$200K	0.21%	33
2023 Q1	$2.18M	Hold	16,600	–	–	0.2%	37
2022 Q4	$2.34M	Hold	16,600	–	–	0.22%	32
2022 Q3	$1.97M	Hold	16,600	–	–	0.2%	34
2022 Q2	$2.34M	Hold	16,600	–	–	0.22%	33
2022 Q1	$2.19M	Hold	16,600	–	–	0.17%	39
2021 Q4	$2.22M	Sell	16,600 -764	-4%	-$95.8K	0.17%	39
2021 Q3	$2.31M	Hold	17,364	–	–	0.19%	36
2021 Q2	$2.44M	Hold	17,364	–	–	0.2%	35
2021 Q1	$2.21M	Hold	17,364	–	–	0.19%	37
2020 Q4	$2.06M	Hold	17,364	–	–	0.2%	37
2020 Q3	$2.02M	Hold	17,364	–	–	0.23%	35
2020 Q2	$2.03M	Hold	17,364	–	–	0.23%	33
2020 Q1	$1.88M	Hold	17,364	–	–	0.22%	31
2019 Q4	$2.25M	Hold	17,364	–	–	0.17%	33
2019 Q3	$2.35M	Sell	17,364 -428	-2%	-$57.7K	0.18%	31
2019 Q2	$2.36M	Sell	17,792 -105	-0.6%	-$13.8K	0.18%	33
2019 Q1	$2.41M	Hold	17,897	–	–	0.19%	33
2018 Q4	$1.95M	Hold	17,897	–	–	0.17%	35
2018 Q3	$2.59M	Hold	17,897	–	–	0.19%	34
2018 Q2	$2.4M	Hold	17,897	–	–	0.19%	34
2018 Q1	$2.61M	Buy	17,897 +460	+3%	+$69.6K	0.22%	33
2017 Q4	$2.56M	Hold	17,437	–	–	0.21%	35
2017 Q3	$2.42M	Hold	17,437	–	–	0.2%	36
2017 Q2	$2.57M	Sell	17,437 -228,160	-93%	-$34.4M	0.23%	36
2017 Q1	$40.8M	Hold	245,597	–	–	3.6%	11
2016 Q4	$39M	Hold	245,597	–	–	3.68%	10
2016 Q3	$37.3M	Sell	245,597 -8,577	-3%	-$1.3M	3.81%	8
2016 Q2	$36.9M	Buy	254,174 +652	+0.3%	+$93.3K	3.95%	5
2016 Q1	$36M	Buy	253,522 +10,470	+4%	+$1.34M	3.87%	5
2015 Q4	$32M	Hold	243,052	–	–	3.43%	11
2015 Q3	$33.7M	Buy	243,052 +8,980	+4%	+$1.33M	3.82%	6
2015 Q2	$36.4M	Buy	234,072 +1,543	+0.7%	+$248K	3.93%	4
2015 Q1	$35.7M	Buy	232,529 +36,185	+18%	+$5.49M	3.77%	6
2014 Q4	$30.1M	Buy	196,344 +18,362	+10%	+$2.92M	3.4%	11
2014 Q3	$32.3M	Buy	177,982 +7,796	+5%	+$1.42M	3.9%	4
2014 Q2	$29.6M	Buy	170,186 +808	+0.5%	+$145K	3.63%	7
2014 Q1	$31.2M	Buy	169,378 +13,796	+9%	+$2.43M	4.26%	3
2013 Q4	$27.9M	Buy	155,582 +24,476	+19%	+$4.22M	4.21%	4
2013 Q3	$23.2M	Buy	131,106 +13,436	+11%	+$2.44M	3.99%	4
2013 Q2	$21.5M	Buy	+117,670	New	+$22.9M	4.1%	3

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

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

Cacti Asset Management held its IBM (IBM) position steady in Q2 2026 at 13,600 shares worth $3.82M. The position accounts for 0.19% of the portfolio, ranked #34.

Cacti Asset Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $40.8M in Q1 2017. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Cacti Asset Management held 13,600 shares of IBM worth $3.82M as of Q2 2026.
Cacti Asset Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.19% of Cacti Asset Management's portfolio in Q2 2026, its #34 holding.
Cacti Asset Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Cacti Asset Management's IBM position peaked at $40.8M in Q1 2017.
1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cacti Asset Management's 13F filing for Q2 2026, filed 1 Jul 2026.