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Citadel Investment Advisory’s IBM IBM Stock Holding History

Citadel Investment Advisory’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 		$4.75M Hold
16,875
– – 2.15% 10
2026
Q1 		$4.09M Sell
16,875
-300
-2% -$81.2K 1.95% 10
2025
Q4 		$5.09M Sell
17,175
-10
-0.1% -$3K 2.2% 9
2025
Q3 		$4.85M Hold
17,185
– – 2.22% 9
2025
Q2 		$5.07M Sell
17,185
-531
-3% -$137K 2.45% 8
2025
Q1 		$4.41M Hold
17,716
– – 2.16% 7
2024
Q4 		$3.9M Buy
17,716
+90
+0.5% +$20K 2.02% 7
2024
Q3 		$3.9M Sell
17,626
-40
-0.2% -$7.84K 2.05% 8
2024
Q2 		$3.06M Hold
17,666
– – 1.74% 10
2024
Q1 		$3.37M Sell
17,666
-75
-0.4% -$13.7K 1.9% 8
2023
Q4 		$2.9M Sell
17,741
-130
-0.7% -$19.6K 1.78% 10
2023
Q3 		$2.51M Sell
17,871
-50
-0.3% -$7.11K 1.64% 11
2023
Q2 		$2.4M Sell
17,921
-285
-2% -$36.8K 1.55% 16
2023
Q1 		$2.39M Sell
18,206
-500
-3% -$66.9K 1.62% 17
2022
Q4 		$2.63M Sell
18,706
-852
-4% -$118K 1.8% 14
2022
Q3 		$2.32M Sell
19,558
-50
-0.3% -$6.56K 1.77% 14
2022
Q2 		$2.77M Sell
19,608
-735
-4% -$99.2K 1.88% 11
2022
Q1 		$2.65M Sell
20,343
-1,127
-5% -$147K 1.54% 18
2021
Q4 		$2.87M Sell
21,470
-1,040
-5% -$130K 1.68% 14
2021
Q3 		$2.99M Sell
22,510
-5
-0% -$668 1.85% 10
2021
Q2 		$3.15M Sell
22,515
-821
-4% -$112K 1.95% 10
2021
Q1 		$2.97M Hold
23,336
– – 1.94% 10
2020
Q4 		$2.81M Buy
+23,336
New +$2.7M 2.01% 10

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citadel Investment Advisory's IBM Position: Q2 2026 in Review

Citadel Investment Advisory held its IBM (IBM) position steady in Q2 2026 at 16,875 shares worth $4.75M. The position accounts for 2.15% of the portfolio, ranked #10.

Citadel Investment Advisory first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.09M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Citadel Investment Advisory held 16,875 shares of IBM worth $4.75M as of Q2 2026.
  • Citadel Investment Advisory left its IBM share count unchanged in Q2 2026.
  • IBM made up 2.15% of Citadel Investment Advisory's portfolio in Q2 2026, its #10 holding.
  • Citadel Investment Advisory first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Citadel Investment Advisory's IBM position peaked at $5.09M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.