Dupree Financial Group’s IBM IBM Stock Holding History

Dupree Financial 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	$224K	Buy	+795	New	+$200K	0.08%	77
2026 Q1	–	Sell	-981	Closed	-$291K	–	76
2025 Q4	$291K	Hold	981	–	–	0.11%	67
2025 Q3	$277K	Buy	981 +217	+28%	+$56.8K	0.11%	60
2025 Q2	$225K	Sell	764 -412	-35%	-$106K	0.09%	65
2025 Q1	$292K	Sell	1,176 -13	-1%	-$3.18K	0.12%	62
2024 Q4	$261K	Buy	1,189 +22	+2%	+$4.9K	0.12%	57
2024 Q3	$258K	Sell	1,167 -53	-4%	-$10.4K	0.1%	64
2024 Q2	$211K	Buy	1,220 +27	+2%	+$4.69K	0.1%	61
2024 Q1	$228K	Buy	+1,193	New	+$218K	0.1%	55

Other funds holding IBM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Dupree Financial Group's IBM Position: Q2 2026 in Review

Dupree Financial Group opened a new position in IBM (IBM) in Q2 2026: 795 shares worth $224K. The stake represents 0.08% of the portfolio and ranks #77 among its holdings. This is a return to the name: Dupree Financial Group previously reported a position in IBM as recently as Q4 2025.

Dupree Financial Group first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $292K in Q1 2025. 2,231 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Dupree Financial Group held 795 shares of IBM worth $224K as of Q2 2026.
IBM was a new Dupree Financial Group position in Q2 2026.
IBM made up 0.08% of Dupree Financial Group's portfolio in Q2 2026, its #77 holding.
Dupree Financial Group first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Dupree Financial Group's IBM position peaked at $292K in Q1 2025.
2,231 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.