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Flynn Zito Capital Management’s IBM IBM Stock Holding History

Flynn Zito Capital 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 		$450K Sell
1,600
-5
-0.3% -$1.26K 0.12% 89
2026
Q1 		$389K Sell
1,605
-156
-9% -$42.2K 0.12% 89
2025
Q4 		$522K Sell
1,761
-9
-0.5% -$2.69K 0.19% 72
2025
Q3 		$500K Sell
1,770
-127
-7% -$33.2K 0.18% 71
2025
Q2 		$559K Buy
1,897
+213
+13% +$54.9K 0.24% 64
2025
Q1 		$419K Buy
1,684
+6
+0.4% +$1.47K 0.19% 72
2024
Q4 		$369K Sell
1,678
-80
-5% -$17.8K 0.17% 74
2024
Q3 		$389K Sell
1,758
-40
-2% -$7.84K 0.19% 69
2024
Q2 		$311K Buy
1,798
+10
+0.6% +$1.74K 0.16% 69
2024
Q1 		$342K Buy
1,788
+8
+0.4% +$1.46K 0.18% 74
2023
Q4 		$291K Buy
1,780
+10
+0.6% +$1.51K 0.2% 60
2023
Q3 		$248K Buy
1,770
+11
+0.6% +$1.56K 0.17% 59
2023
Q2 		$235K Buy
1,759
+12
+0.7% +$1.55K 0.16% 61
2023
Q1 		$229K Buy
1,747
+13
+0.7% +$1.74K 0.17% 62
2022
Q4 		$244K Buy
1,734
+10
+0.6% +$1.38K 0.2% 61
2022
Q3 		$205K Buy
+1,724
New +$226K 0.2% 58
2022
Q2 		– Sell
-1,601
Closed -$208K – 86
2022
Q1 		$208K Buy
1,601
+12
+0.8% +$1.56K 0.18% 71
2021
Q4 		$213K Buy
+1,589
New +$199K 0.18% 74

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

Flynn Zito Capital Management's IBM Position: Q2 2026 in Review

Flynn Zito Capital Management reduced its IBM (IBM) stake by 0.31% in Q2 2026, selling an estimated $1.26K and leaving 1,600 shares worth $450K. The position accounts for 0.12% of the portfolio, ranked #89.

Flynn Zito Capital Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $559K in Q2 2025. 1,973 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Flynn Zito Capital Management held 1,600 shares of IBM worth $450K as of Q2 2026.
  • Flynn Zito Capital Management sold 5 IBM shares in Q2 2026, an estimated $1.26K.
  • IBM made up 0.12% of Flynn Zito Capital Management's portfolio in Q2 2026, its #89 holding.
  • Flynn Zito Capital Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Flynn Zito Capital Management's IBM position peaked at $559K in Q2 2025.
  • 1,973 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Flynn Zito Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.