Greenleaf Trust’s IBM IBM Stock Holding History

Greenleaf Trust’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	$5.73M	Sell	20,374 -101	-0.5%	-$25.4K	0.06%	100
2026 Q1	$4.96M	Buy	20,475 +784	+4%	+$212K	0.05%	103
2025 Q4	$5.83M	Buy	19,691 +478	+2%	+$143K	0.05%	94
2025 Q3	$5.42M	Sell	19,213 -760	-4%	-$199K	0.05%	92
2025 Q2	$5.89M	Sell	19,973 -1,317	-6%	-$339K	0.05%	90
2025 Q1	$5.29M	Buy	21,290 +689	+3%	+$169K	0.05%	102
2024 Q4	$4.53M	Buy	20,601 +1,102	+6%	+$245K	0.04%	113
2024 Q3	$4.31M	Buy	19,499 +1,006	+5%	+$197K	0.04%	113
2024 Q2	$3.2M	Buy	18,493 +438	+2%	+$76.1K	0.03%	131
2024 Q1	$3.45M	Buy	18,055 +702	+4%	+$128K	0.03%	122
2023 Q4	$2.84M	Sell	17,353 -2,198	-11%	-$332K	0.03%	134
2023 Q3	$2.74M	Buy	19,551 +1,381	+8%	+$196K	0.03%	127
2023 Q2	$2.43M	Sell	18,170 -1,448	-7%	-$187K	0.03%	141
2023 Q1	$2.57M	Sell	19,618 -1,068	-5%	-$143K	0.03%	140
2022 Q4	$2.91M	Buy	20,686 +1,332	+7%	+$184K	0.04%	125
2022 Q3	$2.3M	Buy	19,354 +708	+4%	+$92.9K	0.03%	132
2022 Q2	$2.63M	Buy	18,646 +4,488	+32%	+$606K	0.04%	108
2022 Q1	$1.84M	Buy	14,158 +1,690	+14%	+$220K	0.02%	149
2021 Q4	$1.67M	Sell	12,468 -673	-5%	-$84.4K	0.02%	160
2021 Q3	$1.75M	Buy	13,141 +3,985	+44%	+$533K	0.02%	143
2021 Q2	$1.28M	Buy	9,156 +227	+3%	+$31K	0.02%	185
2021 Q1	$1.14M	Buy	8,929 +1,893	+27%	+$227K	0.02%	193
2020 Q4	$847K	Sell	7,036 -2,040	-22%	-$236K	0.01%	210
2020 Q3	$1.06M	Sell	9,076 -2,034	-18%	-$239K	0.02%	154
2020 Q2	$1.28M	Buy	11,110 +2,788	+34%	+$324K	0.02%	131
2020 Q1	$883K	Sell	8,322 -193	-2%	-$24.4K	0.02%	146
2019 Q4	$1.09M	Sell	8,515 -964	-10%	-$125K	0.02%	160
2019 Q3	$1.32M	Buy	9,479 +564	+6%	+$76.1K	0.02%	131
2019 Q2	$1.18M	Buy	8,915 +487	+6%	+$64K	0.02%	150
2019 Q1	$1.14M	Buy	8,428 +932	+12%	+$119K	0.02%	147
2018 Q4	$815K	Buy	7,496 +1,624	+28%	+$195K	0.02%	180
2018 Q3	$849K	Buy	5,872 +833	+17%	+$116K	0.02%	194
2018 Q2	$673K	Buy	5,039 +748	+17%	+$104K	0.01%	218
2018 Q1	$629K	Buy	4,291 +589	+16%	+$89.1K	0.01%	204
2017 Q4	$543K	Buy	3,702 +17	+0.5%	+$2.47K	0.01%	236
2017 Q3	$511K	Sell	3,685 -1,547	-30%	-$216K	0.01%	226
2017 Q2	$769K	Sell	5,232 -95	-2%	-$14.3K	0.02%	152
2017 Q1	$887K	Buy	5,327 +617	+13%	+$103K	0.02%	113
2016 Q4	$747K	Buy	4,710 +1,138	+32%	+$173K	0.02%	107
2016 Q3	$542K	Buy	3,572 +1,325	+59%	+$201K	0.01%	119
2016 Q2	$326K	Buy	2,247 +34	+2%	+$4.87K	0.01%	133
2016 Q1	$320K	Sell	2,213 -181	-8%	-$23.1K	0.01%	132
2015 Q4	$315K	Hold	2,394	–	–	0.01%	133
2015 Q3	$332K	Buy	2,394 +70	+3%	+$10.3K	0.01%	131
2015 Q2	$361K	Sell	2,324 -59,669	-96%	-$9.59M	0.01%	119
2015 Q1	$9.51M	Sell	61,993 -2,727	-4%	-$414K	0.29%	31
2014 Q4	$9.93M	Sell	64,720 -11,806	-15%	-$1.88M	0.29%	32
2014 Q3	$13.9M	Buy	76,526 +828	+1%	+$151K	0.46%	22
2014 Q2	$13.1M	Buy	75,698 +1,455	+2%	+$262K	0.42%	26
2014 Q1	$13.7M	Buy	74,243 +5,678	+8%	+$1,000K	0.44%	20
2013 Q4	$12.3M	Buy	68,565 +5,868	+9%	+$1.01M	0.42%	26
2013 Q3	$11.1M	Buy	62,697 +4,802	+8%	+$873K	0.42%	26
2013 Q2	$10.6M	Buy	+57,895	New	+$11.3M	0.41%	25

Other funds holding IBM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Greenleaf Trust's IBM Position: Q2 2026 in Review

Greenleaf Trust reduced its IBM (IBM) stake by 0.49% in Q2 2026, selling an estimated $25.4K and leaving 20,374 shares worth $5.73M. The position accounts for 0.06% of the portfolio, ranked #100.

Greenleaf Trust first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.9M in Q3 2014. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Greenleaf Trust held 20,374 shares of IBM worth $5.73M as of Q2 2026.
Greenleaf Trust sold 101 IBM shares in Q2 2026, an estimated $25.4K.
IBM made up 0.06% of Greenleaf Trust's portfolio in Q2 2026, its #100 holding.
Greenleaf Trust first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Greenleaf Trust's IBM position peaked at $13.9M in Q3 2014.
1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.