Financial Management Professionals’s IBM IBM Stock Holding History

Financial Management Professionals’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	$601K	Sell	2,138 -169	-7%	-$42.6K	0.06%	105
2026 Q1	$559K	Sell	2,307 -28	-1%	-$7.58K	0.06%	95
2025 Q4	$692K	Buy	2,335 +1,644	+238%	+$492K	0.07%	84
2025 Q3	$195K	Buy	691 +2	+0.3%	+$524	0.02%	155
2025 Q2	$203K	Sell	689 -58	-8%	-$14.9K	0.02%	148
2025 Q1	$186K	Buy	747 +58	+8%	+$14.2K	0.02%	142
2024 Q4	$151K	Buy	689 +35	+5%	+$7.79K	0.02%	161
2024 Q3	$145K	Buy	654 +81	+14%	+$15.9K	0.02%	167
2024 Q2	$99K	Buy	573 +26	+5%	+$4.52K	0.01%	193
2024 Q1	$104K	Sell	547 -100	-15%	-$18.2K	0.02%	194
2023 Q4	$106K	Hold	647	–	–	0.02%	180
2023 Q3	$91K	Buy	647 +9	+1%	+$1.28K	0.02%	183
2023 Q2	$85K	Sell	638 -72	-10%	-$9.29K	0.01%	204
2023 Q1	$93K	Sell	710 -1,791	-72%	-$240K	0.02%	212
2022 Q4	$352K	Sell	2,501 -452	-15%	-$62.3K	0.07%	80
2022 Q3	$351K	Buy	2,953 +7	+0.2%	+$919	0.08%	66
2022 Q2	$416K	Buy	2,946 +191	+7%	+$25.8K	0.1%	61
2022 Q1	$358K	Buy	2,755 +353	+15%	+$46K	0.08%	72
2021 Q4	$321K	Sell	2,402 -105	-4%	-$13.2K	0.07%	74
2021 Q3	$333K	Buy	2,507 +440	+21%	+$58.8K	0.08%	65
2021 Q2	$290K	Buy	2,067 +629	+44%	+$86K	0.07%	66
2021 Q1	$183K	Buy	1,438 +95	+7%	+$11.4K	0.05%	79
2020 Q4	$162K	Buy	1,343 +171	+15%	+$19.8K	0.05%	78
2020 Q3	$136K	Buy	1,172 +77	+7%	+$9.07K	0.05%	78
2020 Q2	$126K	Buy	1,095 +992	+963%	+$115K	0.04%	74
2020 Q1	$11K	Hold	103	–	–	﹤0.01%	164
2019 Q4	$13K	Hold	103	–	–	﹤0.01%	166
2019 Q3	$14K	Hold	103	–	–	0.01%	157
2019 Q2	$14K	Buy	103 +99	+2,475%	+$13K	0.01%	168
2019 Q1	$1K	Hold	4	–	–	﹤0.01%	260
2018 Q4	$0	Hold	4	–	–	﹤0.01%	294
2018 Q3	$1K	Hold	4	–	–	﹤0.01%	269
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	262
2018 Q1	$1K	Sell	4 -362	-99%	-$54.8K	﹤0.01%	269
2017 Q4	$53K	Sell	366 -209	-36%	-$30.4K	0.02%	83
2017 Q3	$79K	Buy	575 +4	+0.7%	+$557	0.03%	62
2017 Q2	$84K	Buy	571 +3	+0.5%	+$452	0.04%	63
2017 Q1	$94K	Buy	568 +3	+0.5%	+$503	0.05%	59
2016 Q4	$89K	Buy	565 +2	+0.4%	+$305	0.05%	67
2016 Q3	$85K	Sell	563 -32	-5%	-$4.86K	0.04%	67
2016 Q2	$86K	Buy	595 +39	+7%	+$5.58K	0.05%	63
2016 Q1	$81K	Buy	556 +3	+0.5%	+$383	0.04%	59
2015 Q4	$72K	Buy	553 +3	+0.5%	+$403	0.04%	63
2015 Q3	$76K	Buy	550 +3	+0.5%	+$443	0.05%	66
2015 Q2	$85K	Buy	547 +3	+0.6%	+$482	0.04%	61
2015 Q1	$84K	Buy	544 +2	+0.4%	+$303	0.04%	57
2014 Q4	$83K	Buy	542 +2	+0.4%	+$318	0.05%	64
2014 Q3	$97K	Buy	540 +2	+0.4%	+$364	0.07%	53
2014 Q2	$93K	Buy	538 +2	+0.4%	+$360	0.06%	56
2014 Q1	$99K	Buy	536 +1	+0.2%	+$176	0.07%	58
2013 Q4	$96K	Sell	535 -19	-3%	-$3.28K	0.06%	53
2013 Q3	$98K	Sell	554 -24	-4%	-$4.36K	0.06%	55
2013 Q2	$106K	Buy	+578	New	+$113K	0.08%	50

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Financial Management Professionals's IBM Position: Q2 2026 in Review

Financial Management Professionals reduced its IBM (IBM) stake by 7.3% in Q2 2026, selling an estimated $42.6K and leaving 2,138 shares worth $601K. The position accounts for 0.06% of the portfolio, ranked #105.

Financial Management Professionals first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $692K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Financial Management Professionals held 2,138 shares of IBM worth $601K as of Q2 2026.
Financial Management Professionals sold 169 IBM shares in Q2 2026, an estimated $42.6K.
IBM made up 0.06% of Financial Management Professionals's portfolio in Q2 2026, its #105 holding.
Financial Management Professionals first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Financial Management Professionals's IBM position peaked at $692K in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.