C
IBM icon

Certuity’s IBM IBM Stock Holding History

Certuity’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 		$628K Buy
2,233
+166
+8% +$41.8K 0.03% 274
2026
Q1 		$501K Sell
2,067
-278
-12% -$75.2K 0.03% 292
2025
Q4 		$695K Sell
2,345
-1
-0% -$299 0.04% 206
2025
Q3 		$662K Buy
2,346
+232
+11% +$60.7K 0.05% 210
2025
Q2 		$623K Sell
2,114
-14
-0.7% -$3.61K 0.06% 183
2025
Q1 		$529K Sell
2,128
-59
-3% -$14.4K 0.06% 176
2024
Q4 		$481K Buy
2,187
+199
+10% +$44.3K 0.05% 181
2024
Q3 		$439K Buy
1,988
+183
+10% +$35.9K 0.05% 193
2024
Q2 		$312K Sell
1,805
-98
-5% -$17K 0.02% 249
2024
Q1 		$363K Buy
1,903
+20
+1% +$3.65K 0.03% 216
2023
Q4 		$308K Buy
1,883
+126
+7% +$19K 0.03% 242
2023
Q3 		$246K Buy
1,757
+176
+11% +$25K 0.03% 221
2023
Q2 		$212K Buy
+1,581
New +$204K 0.02% 242
2021
Q4 		– Sell
-2,292
Closed -$304K – 343
2021
Q3 		$304K Sell
2,292
-92
-4% -$12.3K 0.06% 274
2021
Q2 		$334K Buy
2,384
+525
+28% +$71.8K 0.08% 207
2021
Q1 		$237K Buy
+1,859
New +$222K 0.06% 253
2020
Q4 		– Sell
-2,033
Closed -$237K – 262
2020
Q3 		$237K Sell
2,033
-152
-7% -$17.9K 0.09% 161
2020
Q2 		$252K Sell
2,185
-575
-21% -$66.8K 0.12% 133
2020
Q1 		$295K Sell
2,760
-99
-3% -$12.5K 0.16% 98
2019
Q4 		$366K Buy
+2,859
New +$372K 0.18% 103

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Certuity's IBM Position: Q2 2026 in Review

Certuity increased its IBM (IBM) stake by 8% in Q2 2026, buying an estimated $41.8K and bringing the position to 2,233 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #274.

Certuity first reported a position in IBM in Q4 2019 and has held it in 20 quarters since. The position peaked at $695K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Certuity held 2,233 shares of IBM worth $628K as of Q2 2026.
  • Certuity bought 166 IBM shares in Q2 2026, an estimated $41.8K.
  • IBM made up 0.03% of Certuity's portfolio in Q2 2026, its #274 holding.
  • Certuity first reported a position in IBM in Q4 2019 and has held it in 20 quarters since.
  • Certuity's IBM position peaked at $695K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.