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D.J. St. Germain’s IBM IBM Stock Holding History

D.J. St. Germain’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 		$4.46M Sell
15,862
-608
-4% -$153K 0.16% 103
2026
Q1 		$3.99M Sell
16,470
-965
-6% -$261K 0.16% 102
2025
Q4 		$5.16M Sell
17,435
-146
-0.8% -$43.7K 0.2% 90
2025
Q3 		$4.96M Sell
17,581
-1
-0% -$262 0.2% 91
2025
Q2 		$5.18M Buy
17,582
+6,542
+59% +$1.69M 0.22% 88
2025
Q1 		$2.75M Sell
11,040
-264
-2% -$64.6K 0.13% 110
2024
Q4 		$2.48M Buy
11,304
+650
+6% +$145K 0.11% 125
2024
Q3 		$2.36M Sell
10,654
-20
-0.2% -$3.92K 0.11% 124
2024
Q2 		$1.85M Sell
10,674
-867
-8% -$151K 0.09% 129
2024
Q1 		$2.2M Sell
11,541
-488
-4% -$89K 0.11% 120
2023
Q4 		$1.97M Buy
12,029
+746
+7% +$113K 0.1% 124
2023
Q3 		$1.58M Sell
11,283
-134
-1% -$19.1K 0.09% 127
2023
Q2 		$1.53M Buy
+11,417
New +$1.47M 0.08% 126
2022
Q4 		$527K Buy
12,497
+4,070
+48% +$561K 0.18% 69
2022
Q3 		$1.19M Hold
8,427
– – 0.08% 120
2022
Q2 		$1.19M Sell
8,427
-119
-1% -$16.1K 0.08% 120
2022
Q1 		$1.11M Sell
8,546
-83
-1% -$10.8K 0.06% 130
2021
Q4 		$1.15M Sell
8,629
-394
-4% -$49.4K 0.06% 129
2021
Q3 		$1.2M Sell
9,023
-109
-1% -$14.6K 0.07% 118
2021
Q2 		$1.28M Sell
9,132
-285
-3% -$39K 0.08% 118
2021
Q1 		$1.2M Sell
9,417
-402
-4% -$48.1K 0.08% 113
2020
Q4 		$1.18M Buy
9,819
+1,487
+18% +$172K 0.08% 109
2020
Q3 		$969K Sell
8,332
-74
-0.9% -$8.71K 0.08% 110
2020
Q2 		$971K Buy
8,406
+252
+3% +$29.3K 0.09% 107
2020
Q1 		$865K Sell
8,154
-523
-6% -$66.1K 0.09% 112
2019
Q4 		$1.11M Buy
8,677
+3,227
+59% +$419K 0.09% 114
2019
Q3 		$758K Buy
5,450
+191
+4% +$25.8K 0.08% 104
2019
Q2 		$693K Sell
5,259
-199
-4% -$26.1K 0.08% 105
2019
Q1 		$736K Sell
5,458
-18
-0.3% -$2.29K 0.08% 101
2018
Q4 		$595K Buy
5,476
+133
+2% +$16K 0.07% 110
2018
Q3 		$772K Buy
5,343
+1,878
+54% +$262K 0.09% 94
2018
Q2 		$463K Sell
3,465
-16
-0.5% -$2.23K 0.06% 115
2018
Q1 		$511K Buy
3,481
+634
+22% +$95.9K 0.06% 102
2017
Q4 		$418K Buy
2,847
+1,106
+64% +$161K 0.05% 107
2017
Q3 		$241K Sell
1,741
-24
-1% -$3.34K 0.03% 134
2017
Q2 		$260K Sell
1,765
-104
-6% -$15.7K 0.03% 127
2017
Q1 		$311K Sell
1,869
-29
-2% -$4.86K 0.04% 115
2016
Q4 		$301K Sell
1,898
-1,352
-42% -$206K 0.04% 120
2016
Q3 		$494K Sell
3,250
-262
-7% -$39.8K 0.07% 97
2016
Q2 		$510K Sell
3,512
-16
-0.5% -$2.29K 0.07% 100
2016
Q1 		$511K Buy
3,528
+84
+2% +$10.7K 0.07% 99
2015
Q4 		$453K Sell
3,444
-560
-14% -$75.2K 0.07% 95
2015
Q3 		$555K Sell
4,004
-11
-0.3% -$1.62K 0.09% 70
2015
Q2 		$624K Buy
4,015
+19
+0.5% +$3.05K 0.09% 68
2015
Q1 		$613K Buy
3,996
+1,998
+100% +$303K 0.09% 68
2014
Q4 		$306K Buy
1,998
+299
+18% +$47.6K 0.04% 87
2014
Q3 		$308K Sell
1,699
-26
-2% -$4.74K 0.05% 86
2014
Q2 		$299K Hold
1,725
– – 0.04% 85
2014
Q1 		$317K Sell
1,725
-235
-12% -$41.4K 0.05% 82
2013
Q4 		$352K Buy
1,960
+62
+3% +$10.7K 0.05% 79
2013
Q3 		$336K Hold
1,898
– – 0.05% 80
2013
Q2 		$347K Buy
+1,898
New +$370K 0.06% 76

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

D.J. St. Germain's IBM Position: Q2 2026 in Review

D.J. St. Germain reduced its IBM (IBM) stake by 3.7% in Q2 2026, selling an estimated $153K and leaving 15,862 shares worth $4.46M. The position accounts for 0.16% of the portfolio, ranked #103.

D.J. St. Germain first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.18M in Q2 2025. 1,919 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • D.J. St. Germain held 15,862 shares of IBM worth $4.46M as of Q2 2026.
  • D.J. St. Germain sold 608 IBM shares in Q2 2026, an estimated $153K.
  • IBM made up 0.16% of D.J. St. Germain's portfolio in Q2 2026, its #103 holding.
  • D.J. St. Germain first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • D.J. St. Germain's IBM position peaked at $5.18M in Q2 2025.
  • 1,919 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.