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Gerber LLC’s IBM IBM Stock Holding History

Gerber LLC’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 		$228K Buy
+812
New +$205K 0.11% 82
2026
Q1 		– Sell
-812
Closed -$241K – 90
2025
Q4 		$241K Hold
812
– – 0.13% 74
2025
Q3 		$229K Hold
812
– – 0.14% 74
2025
Q2 		$239K Sell
812
-274
-25% -$70.6K 0.17% 77
2025
Q1 		$270K Hold
1,086
– – 0.23% 69
2024
Q4 		$239K Hold
1,086
– – 0.17% 75
2024
Q3 		$240K Buy
+1,086
New +$213K 0.18% 81
2024
Q2 		– Sell
-1,086
Closed -$207K – 96
2024
Q1 		$207K Buy
+1,086
New +$198K 0.17% 91

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Gerber LLC's IBM Position: Q2 2026 in Review

Gerber LLC opened a new position in IBM (IBM) in Q2 2026: 812 shares worth $228K. The stake represents 0.11% of the portfolio and ranks #82 among its holdings. This is a return to the name: Gerber LLC previously reported a position in IBM as recently as Q4 2025.

Gerber LLC first reported a position in IBM in Q1 2024 and has held it in 8 quarters since. The position peaked at $270K in Q1 2025. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Gerber LLC held 812 shares of IBM worth $228K as of Q2 2026.
  • IBM was a new Gerber LLC position in Q2 2026.
  • IBM made up 0.11% of Gerber LLC's portfolio in Q2 2026, its #82 holding.
  • Gerber LLC first reported a position in IBM in Q1 2024 and has held it in 8 quarters since.
  • Gerber LLC's IBM position peaked at $270K in Q1 2025.
  • 2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.