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Diversified Trust’s IBM IBM Stock Holding History

Diversified Trust’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 		$7.15M Sell
25,435
-1,103
-4% -$278K 0.11% 98
2026
Q1 		$6.43M Buy
26,538
+5,163
+24% +$1.4M 0.12% 99
2025
Q4 		$6.33M Buy
21,375
+208
+1% +$62.3K 0.12% 100
2025
Q3 		$5.97M Sell
21,167
-540
-2% -$141K 0.12% 98
2025
Q2 		$6.4M Buy
21,707
+1,055
+5% +$272K 0.14% 87
2025
Q1 		$5.14M Buy
20,652
+2,930
+17% +$717K 0.13% 97
2024
Q4 		$3.9M Buy
17,722
+1,820
+11% +$405K 0.1% 119
2024
Q3 		$3.52M Sell
15,902
-45
-0.3% -$8.82K 0.09% 139
2024
Q2 		$2.76M Buy
15,947
+3,738
+31% +$649K 0.08% 151
2024
Q1 		$2.33M Sell
12,209
-1,219
-9% -$222K 0.07% 171
2023
Q4 		$2.2M Sell
13,428
-1,216
-8% -$184K 0.07% 157
2023
Q3 		$2.05M Buy
14,644
+1,234
+9% +$176K 0.08% 145
2023
Q2 		$1.79M Buy
13,410
+638
+5% +$82.3K 0.07% 167
2023
Q1 		$1.67M Buy
12,772
+1,469
+13% +$197K 0.07% 171
2022
Q4 		$1.59M Sell
11,303
-631
-5% -$87K 0.07% 161
2022
Q3 		$1.42M Sell
11,934
-1,382
-10% -$181K 0.06% 156
2022
Q2 		$1.88M Sell
13,316
-551
-4% -$74.4K 0.08% 129
2022
Q1 		$1.8M Sell
13,867
-802
-5% -$105K 0.06% 155
2021
Q4 		$1.96M Sell
14,669
-5,685
-28% -$713K 0.06% 148
2021
Q3 		$2.7M Buy
20,354
+1,817
+10% +$243K 0.1% 113
2021
Q2 		$2.6M Buy
18,537
+4,568
+33% +$625K 0.09% 115
2021
Q1 		$1.78M Sell
13,969
-1,299
-9% -$155K 0.07% 140
2020
Q4 		$1.84M Sell
15,268
-285
-2% -$32.9K 0.07% 128
2020
Q3 		$1.81M Buy
15,553
+6,231
+67% +$734K 0.08% 120
2020
Q2 		$1.08M Buy
9,322
+1,043
+13% +$121K 0.05% 146
2020
Q1 		$878K Sell
8,279
-212
-2% -$26.8K 0.05% 144
2019
Q4 		$1.09M Buy
8,491
+5,287
+165% +$687K 0.05% 136
2019
Q3 		$445K Sell
3,204
-170
-5% -$22.9K 0.02% 207
2019
Q2 		$445K Sell
3,374
-319
-9% -$41.9K 0.02% 220
2019
Q1 		$498K Hold
3,693
– – 0.02% 191
2018
Q4 		$401K Buy
3,693
+469
+15% +$56.3K 0.02% 198
2018
Q3 		$466K Sell
3,224
-157
-5% -$21.9K 0.02% 181
2018
Q2 		$452K Sell
3,381
-5
-0.1% -$697 0.03% 173
2018
Q1 		$497K Sell
3,386
-301
-8% -$45.5K 0.03% 155
2017
Q4 		$541K Buy
3,687
+35
+1% +$5.09K 0.03% 154
2017
Q3 		$507K Sell
3,652
-126
-3% -$17.6K 0.04% 156
2017
Q2 		$556K Sell
3,778
-2,611
-41% -$394K 0.05% 160
2017
Q1 		$1.06M Buy
6,389
+74
+1% +$12.4K 0.08% 103
2016
Q4 		$1M Buy
6,315
+423
+7% +$64.4K 0.09% 99
2016
Q3 		$895K Sell
5,892
-4,073
-41% -$618K 0.1% 134
2016
Q2 		$1.45M Buy
9,965
+2
+0% +$286 0.17% 133
2016
Q1 		$1.44M Sell
9,963
-138
-1% -$17.6K 0.16% 141
2015
Q4 		$1.33M Buy
10,101
+8
+0.1% +$1.07K 0.14% 147
2015
Q3 		$1.4M Buy
10,093
+41
+0.4% +$6.05K 0.15% 155
2015
Q2 		$1.56M Buy
10,052
+171
+2% +$27.5K 0.15% 160
2015
Q1 		$1.52M Sell
9,881
-77
-0.8% -$11.7K 0.13% 165
2014
Q4 		$1.53M Buy
+9,958
New +$1.58M 0.14% 170
2014
Q2 		$1.84M Buy
+10,630
New +$1.91M 0.15% 166
2013
Q4 		$2.9M Buy
16,157
+484
+3% +$83.5K 0.3% 47
2013
Q3 		$2.77M Buy
15,673
+1,895
+14% +$344K 0.29% 46
2013
Q2 		$2.52M Buy
+13,778
New +$2.68M 0.3% 39

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

Diversified Trust's IBM Position: Q2 2026 in Review

Diversified Trust reduced its IBM (IBM) stake by 4.2% in Q2 2026, selling an estimated $278K and leaving 25,435 shares worth $7.15M. The position accounts for 0.11% of the portfolio, ranked #98.

Diversified Trust first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. 1,966 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Diversified Trust held 25,435 shares of IBM worth $7.15M as of Q2 2026.
  • Diversified Trust sold 1,103 IBM shares in Q2 2026, an estimated $278K.
  • IBM made up 0.11% of Diversified Trust's portfolio in Q2 2026, its #98 holding.
  • Diversified Trust first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
  • 1,966 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.