Cullen Investment Group’s IBM IBM Stock Holding History

Cullen Investment Group’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	$1.01M	Sell	3,583 -581	-14%	-$146K	0.12%	108
2026 Q1	$1.01M	Sell	4,164 -220	-5%	-$59.5K	0.13%	102
2025 Q4	$1.33M	Sell	4,384 -89	-2%	-$26.7K	0.17%	94
2025 Q3	$1.29M	Buy	4,473 +300	+7%	+$78.5K	0.17%	91
2025 Q2	$1.23M	Buy	4,173 +172	+4%	+$44.3K	0.17%	91
2025 Q1	$995K	Buy	4,001 +16	+0.4%	+$3.91K	0.15%	103
2024 Q4	$876K	Buy	3,985 +123	+3%	+$27.4K	0.13%	114
2024 Q3	$854K	Sell	3,862 -23	-0.6%	-$4.51K	0.13%	115
2024 Q2	$672K	Buy	3,885 +243	+7%	+$42.2K	0.11%	122
2024 Q1	$688K	Buy	3,642 +639	+21%	+$117K	0.11%	122
2023 Q4	$491K	Buy	+3,003	New	+$454K	0.09%	135

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Cullen Investment Group's IBM Position: Q2 2026 in Review

Cullen Investment Group reduced its IBM (IBM) stake by 14% in Q2 2026, selling an estimated $146K and leaving 3,583 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #108.

Cullen Investment Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2025. 1,855 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Cullen Investment Group held 3,583 shares of IBM worth $1.01M as of Q2 2026.
Cullen Investment Group sold 581 IBM shares in Q2 2026, an estimated $146K.
IBM made up 0.12% of Cullen Investment Group's portfolio in Q2 2026, its #108 holding.
Cullen Investment Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Cullen Investment Group's IBM position peaked at $1.33M in Q4 2025.
1,855 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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