Gleason Group’s IBM IBM Stock Holding History

Gleason Group’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	$83.7K	Buy	298 +74	+33%	+$18.6K	0.01%	113
2026 Q1	$54.4K	Buy	224 +1	+0.4%	+$271	0.01%	118
2025 Q4	$66K	Buy	223 +1	+0.5%	+$299	0.01%	115
2025 Q3	$62.5K	Buy	222 +2	+0.9%	+$524	0.01%	103
2025 Q2	$64.9K	Buy	220 +1	+0.5%	+$258	0.01%	105
2025 Q1	$54.4K	Buy	219 +2	+0.9%	+$489	0.01%	107
2024 Q4	$47.8K	Buy	217 +1	+0.5%	+$223	0.01%	114
2024 Q3	$47.7K	Buy	216 +2	+0.9%	+$392	0.01%	116
2024 Q2	$37K	Buy	214 +2	+0.9%	+$348	0.01%	136
2024 Q1	$40.5K	Buy	212 +2	+1%	+$365	0.01%	122
2023 Q4	$34.4K	Buy	210 +2	+1%	+$302	0.01%	127
2023 Q3	$29.2K	Buy	208 +2	+1%	+$285	0.01%	137
2023 Q2	$27.5K	Buy	206 +3	+1%	+$387	0.01%	136
2023 Q1	$26.6K	Buy	203 +2	+1%	+$268	0.01%	133
2022 Q4	$28.3K	Buy	201 +3	+2%	+$414	0.01%	133
2022 Q3	$24K	Buy	198 +2	+1%	+$262	0.01%	138
2022 Q2	$28K	Buy	+196	New	+$26.5K	0.01%	134

Other funds holding IBM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Gleason Group's IBM Position: Q2 2026 in Review

Gleason Group increased its IBM (IBM) stake by 33% in Q2 2026, buying an estimated $18.6K and bringing the position to 298 shares worth $83.7K. The position accounts for 0.01% of the portfolio, ranked #113.

Gleason Group first reported a position in IBM in Q2 2022 and has held it in 17 quarters since. 2,145 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Gleason Group held 298 shares of IBM worth $83.7K as of Q2 2026.
Gleason Group bought 74 IBM shares in Q2 2026, an estimated $18.6K.
IBM made up 0.01% of Gleason Group's portfolio in Q2 2026, its #113 holding.
Gleason Group first reported a position in IBM in Q2 2022 and has held it in 17 quarters since.
2,145 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.