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Contravisory Investment Management’s IBM IBM Stock Holding History

Contravisory Investment 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 		$196K Sell
696
-31,443
-98% -$7.92M 0.03% 214
2026
Q1 		$7.79M Buy
32,139
+125
+0.4% +$33.8K 1.6% 34
2025
Q4 		$9.48M Sell
32,014
-870
-3% -$261K 1.88% 22
2025
Q3 		$9.28M Sell
32,884
-1,170
-3% -$306K 1.8% 23
2025
Q2 		$10M Buy
34,054
+30,703
+916% +$7.91M 1.97% 14
2025
Q1 		$833K Buy
3,351
+1,103
+49% +$270K 0.18% 89
2024
Q4 		$494K Buy
+2,248
New +$501K 0.11% 136
2023
Q2 		– Sell
-2,748
Closed -$360K – 334
2023
Q1 		$360K Buy
2,748
+21
+0.8% +$2.81K 0.1% 144
2022
Q4 		$384K Buy
2,727
+369
+16% +$50.9K 0.11% 130
2022
Q3 		$280K Buy
2,358
+118
+5% +$15.5K 0.09% 145
2022
Q2 		$316K Buy
+2,240
New +$302K 0.1% 137
2016
Q3 		– Sell
-15
Closed -$2K – 305
2016
Q2 		$2K Buy
+15
New +$2.15K ﹤0.01% 173

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Contravisory Investment Management's IBM Position: Q2 2026 in Review

Contravisory Investment Management reduced its IBM (IBM) stake by 98% in Q2 2026, selling an estimated $7.92M and leaving 696 shares worth $196K. The position accounts for 0.03% of the portfolio, ranked #214.

Contravisory Investment Management first reported a position in IBM in Q2 2016 and has held it in 12 quarters since. The position peaked at $10M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Contravisory Investment Management held 696 shares of IBM worth $196K as of Q2 2026.
  • Contravisory Investment Management sold 31,443 IBM shares in Q2 2026, an estimated $7.92M.
  • IBM made up 0.03% of Contravisory Investment Management's portfolio in Q2 2026, its #214 holding.
  • Contravisory Investment Management first reported a position in IBM in Q2 2016 and has held it in 12 quarters since.
  • Contravisory Investment Management's IBM position peaked at $10M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.