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Franklin Street Advisors’s IBM IBM Stock Holding History

Franklin Street Advisors’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 		$14.1M Buy
50,293
+12,540
+33% +$3.16M 0.79% 43
2026
Q1 		$9.15M Sell
37,753
-9,981
-21% -$2.7M 0.56% 47
2025
Q4 		$14.1M Sell
47,734
-798
-2% -$239K 0.81% 37
2025
Q3 		$13.7M Buy
48,532
+798
+2% +$209K 0.79% 40
2025
Q2 		$14.1M Sell
47,734
-9,239
-16% -$2.38M 0.87% 40
2025
Q1 		$14.2M Sell
56,973
-2,834
-5% -$693K 1% 36
2024
Q4 		$13.1M Sell
59,807
-6,930
-10% -$1.54M 0.87% 38
2024
Q3 		$14.8M Sell
66,737
-1,979
-3% -$388K 1% 37
2024
Q2 		$11.9M Buy
68,716
+887
+1% +$154K 0.85% 41
2024
Q1 		$13M Sell
67,829
-3,536
-5% -$645K 0.96% 40
2023
Q4 		$11.7M Sell
71,365
-3,432
-5% -$519K 0.96% 40
2023
Q3 		$10.5M Buy
74,797
+787
+1% +$112K 0.93% 41
2023
Q2 		$9.9M Buy
74,010
+1,588
+2% +$205K 0.84% 42
2023
Q1 		$9.49M Buy
72,422
+611
+0.9% +$81.7K 0.86% 42
2022
Q4 		$10.1M Buy
71,811
+51,829
+259% +$7.15M 0.96% 36
2022
Q3 		$2.37M Sell
19,982
-52
-0.3% -$6.82K 0.24% 63
2022
Q2 		$2.83M Buy
20,034
+11,647
+139% +$1.57M 0.27% 62
2022
Q1 		$1.09M Sell
8,387
-27
-0.3% -$3.52K 0.09% 82
2021
Q4 		$1.13M Sell
8,414
-540
-6% -$67.7K 0.09% 80
2021
Q3 		$1.19M Buy
8,954
+910
+11% +$122K 0.1% 72
2021
Q2 		$1.13M Buy
8,044
+252
+3% +$34.5K 0.1% 75
2021
Q1 		$993K Sell
7,792
-68
-0.9% -$8.14K 0.09% 82
2020
Q4 		$946K Buy
7,860
+210
+3% +$24.3K 0.09% 82
2020
Q3 		$890K Sell
7,650
-345
-4% -$40.6K 0.1% 78
2020
Q2 		$923K Sell
7,995
-349
-4% -$40.5K 0.11% 75
2020
Q1 		$885K Sell
8,344
-398
-5% -$50.3K 0.13% 73
2019
Q4 		$1.12M Sell
8,742
-1,313
-13% -$171K 0.13% 78
2019
Q3 		$1.4M Sell
10,055
-750
-7% -$101K 0.18% 73
2019
Q2 		$1.43M Sell
10,805
-3,604
-25% -$473K 0.18% 72
2019
Q1 		$1.94M Buy
14,409
+2,224
+18% +$283K 0.27% 65
2018
Q4 		$1.32M Sell
12,185
-36,407
-75% -$4.37M 0.21% 69
2018
Q3 		$7.02M Buy
48,592
+562
+1% +$78.5K 0.95% 49
2018
Q2 		$6.42M Sell
48,030
-7,368
-13% -$1.03M 0.94% 48
2018
Q1 		$8.13M Buy
55,398
+1,710
+3% +$259K 1.22% 37
2017
Q4 		$7.88M Buy
53,688
+10,132
+23% +$1.47M 1.18% 35
2017
Q3 		$6.04M Sell
43,556
-1,816
-4% -$253K 0.99% 45
2017
Q2 		$6.67M Buy
45,372
+2,066
+5% +$311K 1.14% 38
2017
Q1 		$7.21M Sell
43,306
-2,316
-5% -$388K 1.27% 29
2016
Q4 		$7.24M Buy
45,622
+2,357
+5% +$359K 1.28% 24
2016
Q3 		$6.57M Buy
43,265
+8,040
+23% +$1.22M 1.19% 22
2016
Q2 		$5.11M Buy
35,225
+3,140
+10% +$449K 0.97% 35
2016
Q1 		$4.65M Sell
32,085
-463
-1% -$59.1K 0.92% 29
2015
Q4 		$4.28M Buy
32,548
+946
+3% +$127K 0.84% 38
2015
Q3 		$4.38M Buy
31,602
+918
+3% +$136K 0.87% 39
2015
Q2 		$4.77M Buy
30,684
+21,160
+222% +$3.4M 0.85% 40
2015
Q1 		$1.46M Buy
9,524
+202
+2% +$30.6K 0.27% 95
2014
Q4 		$1.43M Buy
9,322
+3,036
+48% +$483K 0.27% 92
2014
Q3 		$1.14M Buy
6,286
+448
+8% +$81.6K 0.22% 104
2014
Q2 		$1.01M Sell
5,838
-52
-0.9% -$9.36K 0.19% 117
2014
Q1 		$1.08M Sell
5,890
-52
-0.9% -$9.15K 0.22% 107
2013
Q4 		$1.07M Sell
5,942
-325
-5% -$56K 0.22% 107
2013
Q3 		$1.11M Sell
6,267
-593
-9% -$108K 0.25% 97
2013
Q2 		$1.25M Buy
+6,860
New +$1.34M 0.31% 85

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Franklin Street Advisors's IBM Position: Q2 2026 in Review

Franklin Street Advisors increased its IBM (IBM) stake by 33% in Q2 2026, buying an estimated $3.16M and bringing the position to 50,293 shares worth $14.1M. The position accounts for 0.79% of the portfolio, ranked #43.

Franklin Street Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.8M in Q3 2024. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Franklin Street Advisors held 50,293 shares of IBM worth $14.1M as of Q2 2026.
  • Franklin Street Advisors bought 12,540 IBM shares in Q2 2026, an estimated $3.16M.
  • IBM made up 0.79% of Franklin Street Advisors's portfolio in Q2 2026, its #43 holding.
  • Franklin Street Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Franklin Street Advisors's IBM position peaked at $14.8M in Q3 2024.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.