Easterly Investment Partners’s IBM IBM Stock Holding History

Easterly Investment Partners’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	$281K	Hold	1,000	–	–	0.01%	242
2026 Q1	$242K	Hold	1,000	–	–	0.02%	161
2025 Q4	$296K	Hold	1,000	–	–	0.02%	198
2025 Q3	$282K	Hold	1,000	–	–	0.02%	189
2025 Q2	$295K	Hold	1,000	–	–	0.02%	182
2025 Q1	$249K	Hold	1,000	–	–	0.02%	179
2024 Q4	$220K	Hold	1,000	–	–	0.02%	191
2024 Q3	$221K	Buy	+1,000	New	+$196K	0.02%	195
2022 Q2	–	Sell	-116,230	Closed	-$15.1M	–	189
2022 Q1	$15.1M	Sell	116,230 -89,332	-43%	-$11.7M	1.14%	28
2021 Q4	$27.5M	Sell	205,562 -36,196	-15%	-$4.54M	2%	7
2021 Q3	$32.1M	Buy	241,758 +63,112	+35%	+$8.44M	2.18%	8
2021 Q2	$25M	Buy	178,646 +8,901	+5%	+$1.22M	2.94%	14
2021 Q1	$21.6M	Buy	169,745 +53,242	+46%	+$6.37M	2.59%	19
2020 Q4	$14M	Sell	116,503 -407,699	-78%	-$47.1M	1.94%	26
2020 Q3	$61M	Buy	524,202 +66,751	+15%	+$7.86M	2.42%	20
2020 Q2	$52.8M	Buy	457,451 +119,076	+35%	+$13.8M	2.4%	21
2020 Q1	$35.9M	Buy	+338,375	New	+$42.8M	1.59%	27

Other funds holding IBM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Easterly Investment Partners's IBM Position: Q2 2026 in Review

Easterly Investment Partners held its IBM (IBM) position steady in Q2 2026 at 1,000 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #242.

Easterly Investment Partners first reported a position in IBM in Q1 2020 and has held it in 17 quarters since. The position peaked at $61M in Q3 2020. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Easterly Investment Partners held 1,000 shares of IBM worth $281K as of Q2 2026.
Easterly Investment Partners left its IBM share count unchanged in Q2 2026.
IBM made up 0.01% of Easterly Investment Partners's portfolio in Q2 2026, its #242 holding.
Easterly Investment Partners first reported a position in IBM in Q1 2020 and has held it in 17 quarters since.
Easterly Investment Partners's IBM position peaked at $61M in Q3 2020.
1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.