Greatmark Investment Partners’s IBM IBM Stock Holding History

Greatmark Investment Partners’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	$697K	Hold	2,479	–	–	0.08%	98
2026 Q1	$601K	Buy	2,479 +550	+29%	+$149K	0.07%	98
2025 Q4	$571K	Buy	1,929 +555	+40%	+$166K	0.07%	101
2025 Q3	$388K	Hold	1,374	–	–	0.05%	108
2025 Q2	$405K	Sell	1,374 -285	-17%	-$73.4K	0.05%	103
2025 Q1	$413K	Hold	1,659	–	–	0.06%	100
2024 Q4	$365K	Hold	1,659	–	–	0.05%	108
2024 Q3	$367K	Sell	1,659 -50	-3%	-$9.8K	0.05%	104
2024 Q2	$296K	Hold	1,709	–	–	0.04%	109
2024 Q1	$326K	Hold	1,709	–	–	0.05%	105
2023 Q4	$280K	Buy	1,709 +50	+3%	+$7.55K	0.04%	111
2023 Q3	$233K	Sell	1,659 -13	-0.8%	-$1.85K	0.04%	116
2023 Q2	$224K	Hold	1,672	–	–	0.04%	124
2023 Q1	$219K	Buy	+1,672	New	+$224K	0.04%	122
2022 Q3	–	Sell	-1,659	Closed	-$234K	–	124
2022 Q2	$234K	Hold	1,659	–	–	0.04%	121
2022 Q1	$216K	Buy	+1,659	New	+$216K	0.04%	128
2021 Q4	–	Sell	-1,568	Closed	-$208K	–	137
2021 Q3	$208K	Sell	1,568 -84	-5%	-$11.2K	0.04%	133
2021 Q2	$231K	Hold	1,652	–	–	0.04%	126
2021 Q1	$210K	Sell	1,652 -73	-4%	-$8.74K	0.04%	129
2020 Q4	$208K	Sell	1,725 -197	-10%	-$22.8K	0.05%	121
2020 Q3	$224K	Buy	+1,922	New	+$226K	0.06%	118
2019 Q4	–	Sell	-1,497	Closed	-$208K	–	135
2019 Q3	$208K	Buy	+1,497	New	+$202K	0.06%	123
2019 Q2	–	Sell	-1,549	Closed	-$209K	–	129
2019 Q1	$209K	Buy	+1,549	New	+$197K	0.07%	115
2018 Q4	–	Sell	-1,549	Closed	-$224K	–	128
2018 Q3	$224K	Hold	1,549	–	–	0.07%	113
2018 Q2	$207K	Hold	1,549	–	–	0.07%	107
2018 Q1	$227K	Hold	1,549	–	–	0.08%	101
2017 Q4	$227K	Hold	1,549	–	–	0.08%	101
2017 Q3	$215K	Hold	1,549	–	–	0.08%	102
2017 Q2	$228K	Hold	1,549	–	–	0.09%	94
2017 Q1	$258K	Hold	1,549	–	–	0.11%	88
2016 Q4	$246K	Sell	1,549 -105	-6%	-$16K	0.1%	86
2016 Q3	$251K	Sell	1,654 -1,466	-47%	-$222K	0.11%	79
2016 Q2	$453K	Hold	3,120	–	–	0.2%	65
2016 Q1	$452K	Sell	3,120 -419	-12%	-$53.5K	0.2%	61
2015 Q4	$466K	Sell	3,539 -52	-1%	-$6.99K	0.2%	59
2015 Q3	$498K	Hold	3,591	–	–	0.23%	58
2015 Q2	$558K	Buy	3,591 +262	+8%	+$42.1K	0.24%	55
2015 Q1	$511K	Hold	3,329	–	–	0.22%	63
2014 Q4	$511K	Sell	3,329 -27	-0.8%	-$4.3K	0.22%	60
2014 Q3	$609K	Sell	3,356 -104	-3%	-$18.9K	0.28%	56
2014 Q2	$600K	Sell	3,460 -105	-3%	-$18.9K	0.25%	57
2014 Q1	$656K	Hold	3,565	–	–	0.29%	56
2013 Q4	$639K	Sell	3,565 -50	-1%	-$8.62K	0.3%	54
2013 Q3	$640K	Hold	3,615	–	–	0.33%	54
2013 Q2	$660K	Buy	+3,615	New	+$704K	0.42%	50

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

Greatmark Investment Partners's IBM Position: Q2 2026 in Review

Greatmark Investment Partners held its IBM (IBM) position steady in Q2 2026 at 2,479 shares worth $697K. The position accounts for 0.08% of the portfolio, ranked #98.

Greatmark Investment Partners first reported a position in IBM in Q2 2013 and has held it in 45 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Greatmark Investment Partners held 2,479 shares of IBM worth $697K as of Q2 2026.
Greatmark Investment Partners left its IBM share count unchanged in Q2 2026.
IBM made up 0.08% of Greatmark Investment Partners's portfolio in Q2 2026, its #98 holding.
Greatmark Investment Partners first reported a position in IBM in Q2 2013 and has held it in 45 quarters since.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.