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GHP Investment Advisors’s IBM IBM Stock Holding History

GHP Investment 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 		$21.9M Sell
77,837
-784
-1% -$198K 0.8% 35
2026
Q1 		$19.1M Sell
78,621
-326
-0.4% -$88.2K 0.78% 32
2025
Q4 		$23.4M Sell
78,947
-1,236
-2% -$370K 0.96% 19
2025
Q3 		$22.6M Sell
80,183
-266
-0.3% -$69.6K 0.95% 21
2025
Q2 		$23.7M Buy
80,449
+1,384
+2% +$357K 1.05% 14
2025
Q1 		$19.7M Buy
79,065
+371
+0.5% +$90.7K 0.95% 18
2024
Q4 		$17.3M Buy
78,694
+1,031
+1% +$230K 0.81% 26
2024
Q3 		$17.2M Buy
77,663
+463
+0.6% +$90.8K 0.79% 27
2024
Q2 		$13.4M Buy
77,200
+1,364
+2% +$237K 0.67% 38
2024
Q1 		$14.5M Buy
75,836
+873
+1% +$159K 0.72% 32
2023
Q4 		$12.3M Buy
74,963
+2,049
+3% +$310K 0.66% 40
2023
Q3 		$10.1M Buy
72,914
+2,859
+4% +$407K 0.61% 45
2023
Q2 		$10M Buy
70,055
+6,847
+11% +$884K 0.59% 46
2023
Q1 		$8.29M Buy
63,208
+872
+1% +$117K 0.53% 57
2022
Q4 		$8.78M Buy
62,336
+4,081
+7% +$563K 0.59% 43
2022
Q3 		$6.92M Buy
58,255
+7,049
+14% +$925K 0.53% 54
2022
Q2 		$7.23M Buy
51,206
+5,269
+11% +$711K 0.54% 52
2022
Q1 		$5.97M Buy
45,937
+4,144
+10% +$540K 0.39% 90
2021
Q4 		$5.59M Buy
41,793
+7,778
+23% +$976K 0.4% 91
2021
Q3 		$4.52M Buy
34,015
+2,909
+9% +$389K 0.36% 102
2021
Q2 		$4.36M Buy
31,106
+5,048
+19% +$690K 0.35% 107
2021
Q1 		$3.32M Buy
26,058
+5,764
+28% +$690K 0.29% 124
2020
Q4 		$2.44M Buy
20,294
+5,383
+36% +$622K 0.23% 135
2020
Q3 		$1.73M Buy
14,911
+3,241
+28% +$382K 0.2% 148
2020
Q2 		$1.35M Buy
11,670
+345
+3% +$40.1K 0.17% 156
2020
Q1 		$1.2M Buy
11,325
+245
+2% +$31K 0.18% 154
2019
Q4 		$1.42M Buy
11,080
+308
+3% +$40K 0.15% 173
2019
Q3 		$1.5M Buy
10,772
+367
+4% +$49.5K 0.19% 156
2019
Q2 		$1.37M Buy
10,405
+463
+5% +$60.8K 0.17% 164
2019
Q1 		$1.34M Buy
9,942
+355
+4% +$45.3K 0.17% 158
2018
Q4 		$1.04M Sell
9,587
-3,466
-27% -$416K 0.16% 166
2018
Q3 		$1.89M Sell
13,053
-603
-4% -$84.3K 0.25% 124
2018
Q2 		$1.82M Sell
13,656
-40
-0.3% -$5.58K 0.26% 119
2018
Q1 		$2.01M Sell
13,696
-301
-2% -$45.5K 0.28% 109
2017
Q4 		$2.05M Sell
13,997
-414
-3% -$60.2K 0.29% 108
2017
Q3 		$2M Sell
14,411
-515
-3% -$71.7K 0.3% 103
2017
Q2 		$2.19M Buy
14,926
+910
+6% +$137K 0.35% 90
2017
Q1 		$2.33M Buy
14,016
+1,424
+11% +$239K 0.4% 76
2016
Q4 		$2M Buy
12,592
+1,660
+15% +$253K 0.37% 82
2016
Q3 		$1.66M Buy
10,932
+733
+7% +$111K 0.34% 90
2016
Q2 		$1.48M Buy
10,199
+463
+5% +$66.3K 0.32% 95
2016
Q1 		$1.41M Buy
9,736
+535
+6% +$68.3K 0.32% 91
2015
Q4 		$1.21M Sell
9,201
-54
-0.6% -$7.25K 0.29% 97
2015
Q3 		$1.28M Buy
9,255
+641
+7% +$94.7K 0.33% 88
2015
Q2 		$1.32M Buy
8,614
+787
+10% +$126K 0.32% 84
2015
Q1 		$1.2M Buy
7,827
+325
+4% +$49.3K 0.31% 89
2014
Q4 		$1.15M Sell
7,502
-1,095
-13% -$174K 0.32% 88
2014
Q3 		$1.56M Sell
8,597
-26
-0.3% -$4.74K 0.46% 48
2014
Q2 		$1.49M Buy
8,623
+327
+4% +$58.9K 0.44% 48
2014
Q1 		$1.53M Buy
8,296
+228
+3% +$40.1K 0.49% 40
2013
Q4 		$1.45M Sell
8,068
-40
-0.5% -$6.9K 0.48% 39
2013
Q3 		$1.44M Buy
8,108
+18
+0.2% +$3.27K 0.52% 37
2013
Q2 		$1.48M Buy
+8,090
New +$1.58M 0.59% 35

Other funds holding IBM

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GHP Investment Advisors's IBM Position: Q2 2026 in Review

GHP Investment Advisors reduced its IBM (IBM) stake by 1% in Q2 2026, selling an estimated $198K and leaving 77,837 shares worth $21.9M. The position accounts for 0.8% of the portfolio, ranked #35.

GHP Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.7M in Q2 2025. 1,604 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • GHP Investment Advisors held 77,837 shares of IBM worth $21.9M as of Q2 2026.
  • GHP Investment Advisors sold 784 IBM shares in Q2 2026, an estimated $198K.
  • IBM made up 0.8% of GHP Investment Advisors's portfolio in Q2 2026, its #35 holding.
  • GHP Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's IBM position peaked at $23.7M in Q2 2025.
  • 1,604 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.