Great Lakes Retirement’s IBM IBM Stock Holding History

Great Lakes Retirement’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	$3.53M	Buy	12,561 +113	+0.9%	+$28.5K	0.31%	68
2026 Q1	$3.02M	Sell	12,448 -48	-0.4%	-$13K	0.31%	72
2025 Q4	$3.7M	Buy	12,496 +59	+0.5%	+$17.7K	0.38%	54
2025 Q3	$3.51M	Buy	12,437 +697	+6%	+$182K	0.38%	55
2025 Q2	$3.46M	Buy	11,740 +393	+3%	+$101K	0.41%	50
2025 Q1	$2.82M	Buy	11,347 +294	+3%	+$71.9K	0.37%	62
2024 Q4	$2.43M	Buy	11,053 +19	+0.2%	+$4.23K	0.31%	72
2024 Q3	$2.44M	Buy	11,034 +10,803	+4,677%	+$2.12M	0.31%	75
2024 Q2	$40K	Buy	+231	New	+$40.1K	0.01%	306

Other funds holding IBM

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

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

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Great Lakes Retirement's IBM Position: Q2 2026 in Review

Great Lakes Retirement increased its IBM (IBM) stake by 0.91% in Q2 2026, buying an estimated $28.5K and bringing the position to 12,561 shares worth $3.53M. The position accounts for 0.31% of the portfolio, ranked #68.

Great Lakes Retirement first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.7M in Q4 2025. 1,774 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Great Lakes Retirement held 12,561 shares of IBM worth $3.53M as of Q2 2026.
Great Lakes Retirement bought 113 IBM shares in Q2 2026, an estimated $28.5K.
IBM made up 0.31% of Great Lakes Retirement's portfolio in Q2 2026, its #68 holding.
Great Lakes Retirement first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
Great Lakes Retirement's IBM position peaked at $3.7M in Q4 2025.
1,774 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.