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D'Orazio & Associates’s IBM IBM Stock Holding History

D'Orazio & Associates’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 		$727K Buy
2,584
+12
+0.5% +$3.02K 0.08% 98
2026
Q1 		$623K Sell
2,572
-448
-15% -$121K 0.08% 98
2025
Q4 		$895K Buy
3,020
+41
+1% +$12.3K 0.11% 66
2025
Q3 		$841K Buy
2,979
+2
+0.1% +$524 0.11% 68
2025
Q2 		$877K Buy
2,977
+43
+1% +$11.1K 0.12% 66
2025
Q1 		$730K Buy
2,934
+75
+3% +$18.3K 0.11% 69
2024
Q4 		$629K Buy
2,859
+13
+0.5% +$2.9K 0.09% 78
2024
Q3 		$629K Buy
2,846
+4
+0.1% +$784 0.09% 77
2024
Q2 		$492K Sell
2,842
-4
-0.1% -$695 0.08% 88
2024
Q1 		$544K Buy
2,846
+15
+0.5% +$2.74K 0.09% 80
2023
Q4 		$463K Sell
2,831
-222
-7% -$33.5K 0.08% 79
2023
Q3 		$428K Buy
3,053
+247
+9% +$35.1K 0.1% 74
2023
Q2 		$375K Sell
2,806
-357
-11% -$46.1K 0.09% 86
2023
Q1 		$415K Buy
3,163
+358
+13% +$47.9K 0.11% 71
2022
Q4 		$395K Sell
2,805
-312
-10% -$43K 0.09% 81
2022
Q3 		$370K Sell
3,117
-178
-5% -$23.4K 0.11% 69
2022
Q2 		$465K Buy
3,295
+732
+29% +$98.8K 0.12% 56
2022
Q1 		$333K Buy
2,563
+33
+1% +$4.3K 0.08% 73
2021
Q4 		$338K Buy
2,530
+5
+0.2% +$627 0.08% 71
2021
Q3 		$335K Buy
2,525
+319
+14% +$42.6K 0.08% 64
2021
Q2 		$309K Sell
2,206
-110
-5% -$15K 0.08% 64
2021
Q1 		$295K Buy
2,316
+377
+19% +$45.1K 0.08% 61
2020
Q4 		$233K Buy
1,939
+17
+0.9% +$1.97K 0.08% 66
2020
Q3 		$224K Sell
1,922
-6
-0.3% -$706 0.09% 62
2020
Q2 		$223K Buy
1,928
+6
+0.3% +$697 0.1% 58
2020
Q1 		$204K Hold
1,922
– – 0.1% 56
2019
Q4 		$246K Hold
1,922
– – 0.07% 61
2019
Q3 		$267K Hold
1,922
– – 0.09% 54
2019
Q2 		$253K Sell
1,922
-6
-0.3% -$788 0.07% 56
2019
Q1 		$260K Sell
1,928
-150
-7% -$19.1K 0.08% 51
2018
Q4 		$226K Sell
2,078
-702
-25% -$84.3K 0.07% 48
2018
Q3 		$402K Buy
2,780
+538
+24% +$75.2K 0.15% 33
2018
Q2 		$299K Sell
2,242
-25
-1% -$3.49K 0.11% 41
2018
Q1 		$333K Sell
2,267
-149
-6% -$22.5K 0.12% 35
2017
Q4 		$354K Buy
2,416
+169
+8% +$24.6K 0.12% 34
2017
Q3 		$312K Sell
2,247
-359
-14% -$50K 0.12% 35
2017
Q2 		$383K Buy
2,606
+362
+16% +$54.6K 0.15% 29
2017
Q1 		$373K Buy
2,244
+2
+0.1% +$335 0.15% 28
2016
Q4 		$356K Buy
2,242
+3
+0.1% +$457 0.14% 28
2016
Q3 		$340K Buy
2,239
+1
+0% +$152 0.14% 28
2016
Q2 		$325K Buy
2,238
+2
+0.1% +$286 0.13% 32
2016
Q1 		$323K Buy
2,236
+181
+9% +$23.1K 0.14% 31
2015
Q4 		$270K Sell
2,055
-573
-22% -$77K 0.13% 28
2015
Q3 		$361K Buy
2,628
+12
+0.5% +$1.77K 0.18% 25
2015
Q2 		$407K Buy
2,616
+1
+0% +$161 0.27% 25
2015
Q1 		$401K Hold
2,615
– – 0.32% 24
2014
Q4 		$401K Sell
2,615
-209
-7% -$33.3K 0.27% 22
2014
Q3 		$513K Sell
2,824
-105
-4% -$19.1K 0.38% 19
2014
Q2 		$508K Hold
2,929
– – 0.38% 19
2014
Q1 		$539K Hold
2,929
– – 0.42% 17
2013
Q4 		$525K Buy
+2,929
New +$505K 0.45% 18

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

D'Orazio & Associates's IBM Position: Q2 2026 in Review

D'Orazio & Associates increased its IBM (IBM) stake by 0.47% in Q2 2026, buying an estimated $3.02K and bringing the position to 2,584 shares worth $727K. The position accounts for 0.08% of the portfolio, ranked #98.

D'Orazio & Associates first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $895K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • D'Orazio & Associates held 2,584 shares of IBM worth $727K as of Q2 2026.
  • D'Orazio & Associates bought 12 IBM shares in Q2 2026, an estimated $3.02K.
  • IBM made up 0.08% of D'Orazio & Associates's portfolio in Q2 2026, its #98 holding.
  • D'Orazio & Associates first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
  • D'Orazio & Associates's IBM position peaked at $895K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.