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Elm Partners Management’s IBM IBM Stock Holding History

Elm Partners Management’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 		$2.62M Sell
9,303
-1,074
-10% -$271K 0.09% 54
2026
Q1 		$2.46M Sell
10,377
-401
-4% -$109K 0.11% 48
2025
Q4 		$3.19M Buy
10,778
+403
+4% +$121K 0.14% 45
2025
Q3 		$2.93M Buy
10,375
+915
+10% +$240K 0.15% 43
2025
Q2 		$2.79M Buy
+9,460
New +$2.44M 0.16% 36

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

Elm Partners Management's IBM Position: Q2 2026 in Review

Elm Partners Management reduced its IBM (IBM) stake by 10% in Q2 2026, selling an estimated $271K and leaving 9,303 shares worth $2.62M. The position accounts for 0.09% of the portfolio, ranked #54.

Elm Partners Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.19M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Elm Partners Management held 9,303 shares of IBM worth $2.62M as of Q2 2026.
  • Elm Partners Management sold 1,074 IBM shares in Q2 2026, an estimated $271K.
  • IBM made up 0.09% of Elm Partners Management's portfolio in Q2 2026, its #54 holding.
  • Elm Partners Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Elm Partners Management's IBM position peaked at $3.19M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.