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Gradient Investments’s IBM IBM Stock Holding History

Gradient Investments’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 		$14.4M Buy
51,157
+3,052
+6% +$769K 0.2% 143
2026
Q1 		$11.7M Buy
48,105
+3,876
+9% +$1.05M 0.18% 150
2025
Q4 		$13.1M Buy
44,229
+1,380
+3% +$413K 0.21% 144
2025
Q3 		$12.1M Buy
42,849
+40,357
+1,619% +$10.6M 0.2% 141
2025
Q2 		$735K Buy
2,492
+572
+30% +$147K 0.01% 256
2025
Q1 		$477K Buy
1,920
+29
+2% +$7.09K 0.01% 250
2024
Q4 		$416K Sell
1,891
-32
-2% -$7.13K 0.01% 245
2024
Q3 		$425K Sell
1,923
-622
-24% -$122K 0.01% 244
2024
Q2 		$440K Buy
2,545
+867
+52% +$151K 0.01% 252
2024
Q1 		$320K Sell
1,678
-1,748
-51% -$319K 0.01% 253
2023
Q4 		$560K Sell
3,426
-299
-8% -$45.2K 0.01% 233
2023
Q3 		$523K Sell
3,725
-61
-2% -$8.68K 0.01% 221
2023
Q2 		$507K Sell
3,786
-190
-5% -$24.5K 0.01% 227
2023
Q1 		$521K Buy
3,976
+607
+18% +$81.2K 0.01% 217
2022
Q4 		$475K Sell
3,369
-116
-3% -$16K 0.02% 230
2022
Q3 		$414K Sell
3,485
-80
-2% -$10.5K 0.01% 230
2022
Q2 		$503K Buy
3,565
+256
+8% +$34.6K 0.01% 214
2022
Q1 		$430K Buy
3,309
+627
+23% +$81.8K 0.01% 235
2021
Q4 		$358K Sell
2,682
-306
-10% -$38.4K 0.01% 242
2021
Q3 		$397K Sell
2,988
-30
-1% -$4.01K 0.01% 237
2021
Q2 		$423K Sell
3,018
-115
-4% -$15.7K 0.01% 231
2021
Q1 		$399K Sell
3,133
-772
-20% -$92.4K 0.01% 239
2020
Q4 		$454K Hold
3,905
– – 0.02% 205
2020
Q3 		$454K Buy
3,905
+188
+5% +$22.1K 0.02% 208
2020
Q2 		$429K Buy
3,717
+1,634
+78% +$190K 0.02% 202
2020
Q1 		$221K Buy
2,083
+3
+0.1% +$379 0.01% 227
2019
Q4 		$267K Sell
2,080
-56
-3% -$7.28K 0.01% 240
2019
Q3 		$297K Sell
2,136
-93
-4% -$12.5K 0.01% 238
2019
Q2 		$294K Sell
2,229
-384
-15% -$50.4K 0.02% 243
2019
Q1 		$352K Buy
2,613
+23
+0.9% +$2.93K 0.02% 204
2018
Q4 		$281K Sell
2,590
-755
-23% -$90.6K 0.02% 208
2018
Q3 		$484K Sell
3,345
-59,673
-95% -$8.34M 0.02% 197
2018
Q2 		$8.42M Buy
63,018
+3,425
+6% +$478K 0.45% 61
2018
Q1 		$8.74M Buy
59,593
+4,324
+8% +$654K 0.47% 41
2017
Q4 		$8.11M Buy
55,269
+3,295
+6% +$479K 0.47% 48
2017
Q3 		$7.21M Buy
51,974
+49,124
+1,724% +$6.84M 0.46% 53
2017
Q2 		$419K Sell
2,850
-152
-5% -$22.9K 0.03% 173
2017
Q1 		$500K Buy
3,002
+21
+0.7% +$3.52K 0.04% 131
2016
Q4 		$473K Buy
2,981
+137
+5% +$20.9K 0.04% 128
2016
Q3 		$432K Buy
2,844
+833
+41% +$126K 0.04% 128
2016
Q2 		$292K Buy
2,011
+167
+9% +$23.9K 0.03% 158
2016
Q1 		$267K Sell
1,844
-427
-19% -$54.5K 0.03% 157
2015
Q4 		$299K Sell
2,271
-21,492
-90% -$2.89M 0.04% 157
2015
Q3 		$3.29M Sell
23,763
-246
-1% -$36.3K 0.47% 53
2015
Q2 		$3.73M Buy
24,009
+22,011
+1,102% +$3.54M 0.51% 48
2015
Q1 		$307K Buy
1,998
+1,082
+118% +$164K 0.05% 156
2014
Q4 		$141K Hold
916
– – 0.02% 171
2014
Q3 		$166K Hold
916
– – 0.03% 162
2014
Q2 		$159K Buy
916
+125
+16% +$22.5K 0.03% 165
2014
Q1 		$146K Sell
791
-137
-15% -$24.1K 0.03% 163
2013
Q4 		$166K Buy
928
+182
+24% +$31.4K 0.04% 168
2013
Q3 		$132K Sell
746
-2
-0.3% -$364 0.04% 145
2013
Q2 		$137K Buy
+748
New +$146K 0.05% 117

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Investments's IBM Position: Q2 2026 in Review

Gradient Investments increased its IBM (IBM) stake by 6.3% in Q2 2026, buying an estimated $769K and bringing the position to 51,157 shares worth $14.4M. The position accounts for 0.2% of the portfolio, ranked #143.

Gradient Investments first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Gradient Investments held 51,157 shares of IBM worth $14.4M as of Q2 2026.
  • Gradient Investments bought 3,052 IBM shares in Q2 2026, an estimated $769K.
  • IBM made up 0.2% of Gradient Investments's portfolio in Q2 2026, its #143 holding.
  • Gradient Investments first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.