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Colonial River Investments’s IBM IBM Stock Holding History

Colonial River Investments’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 		$256K Sell
909
-355
-28% -$89.4K 0.07% 219
2026
Q1 		$306K Sell
1,264
-209
-14% -$56.6K 0.11% 178
2025
Q4 		$436K Sell
1,473
-37
-2% -$11.1K 0.16% 151
2025
Q3 		$426K Sell
1,510
-128
-8% -$33.5K 0.16% 140
2025
Q2 		$471K Buy
1,638
+73
+5% +$18.8K 0.2% 111
2025
Q1 		$389K Sell
1,565
-342
-18% -$83.7K 0.21% 108
2024
Q4 		$419K Sell
1,907
-315
-14% -$70.2K 0.2% 110
2024
Q3 		$491K Sell
2,222
-1,316
-37% -$258K 0.24% 95
2024
Q2 		$612K Buy
3,538
+120
+4% +$20.9K 0.33% 73
2024
Q1 		$653K Buy
3,418
+539
+19% +$98.3K 0.37% 73
2023
Q4 		$471K Sell
2,879
-1,839
-39% -$278K 0.28% 102
2023
Q3 		$662K Buy
+4,718
New +$671K 0.43% 69
2023
Q2 		– Sell
-1,807
Closed -$237K – 185
2023
Q1 		$237K Sell
1,807
-169
-9% -$22.6K 0.14% 168
2022
Q4 		$278K Buy
1,976
+11
+0.6% +$1.52K 0.18% 136
2022
Q3 		$234K Buy
1,965
+118
+6% +$15.5K 0.16% 145
2022
Q2 		$261K Sell
1,847
-320
-15% -$43.2K 0.17% 147
2022
Q1 		$282K Sell
2,167
-274
-11% -$35.7K 0.16% 156
2021
Q4 		$326K Buy
+2,441
New +$306K 0.18% 142
2021
Q3 		– Sell
-2,445
Closed -$343K – 113
2021
Q2 		$343K Buy
2,445
+24
+1% +$3.28K 0.25% 106
2021
Q1 		$308K Buy
2,421
+73
+3% +$8.74K 0.25% 102
2020
Q4 		$274 Buy
+2,348
New +$271K 0.12% 110

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Colonial River Investments's IBM Position: Q2 2026 in Review

Colonial River Investments reduced its IBM (IBM) stake by 28% in Q2 2026, selling an estimated $89.4K and leaving 909 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #219.

Colonial River Investments first reported a position in IBM in Q4 2020 and has held it in 21 quarters since. The position peaked at $662K in Q3 2023. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Colonial River Investments held 909 shares of IBM worth $256K as of Q2 2026.
  • Colonial River Investments sold 355 IBM shares in Q2 2026, an estimated $89.4K.
  • IBM made up 0.07% of Colonial River Investments's portfolio in Q2 2026, its #219 holding.
  • Colonial River Investments first reported a position in IBM in Q4 2020 and has held it in 21 quarters since.
  • Colonial River Investments's IBM position peaked at $662K in Q3 2023.
  • 2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.