Greystone Financial Group’s IBM IBM Stock Holding History

Greystone Financial 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	$6.79M	Sell	24,141 -623	-3%	-$157K	1.9%	26
2026 Q1	$6M	Sell	24,764 -15,275	-38%	-$4.13M	1.7%	26
2025 Q4	$11.9M	Sell	40,039 -8,967	-18%	-$2.69M	1.85%	23
2025 Q3	$13.8M	Buy	49,006 +11,494	+31%	+$3.01M	2.14%	14
2025 Q2	$11.1M	Sell	37,512 -175	-0.5%	-$45.1K	1.82%	23
2025 Q1	$9.37M	Sell	37,687 -7,540	-17%	-$1.84M	1.7%	27
2024 Q4	$9.94M	Buy	45,227 +1,940	+4%	+$432K	1.73%	23
2024 Q3	$9.57M	Sell	43,287 -8,023	-16%	-$1.57M	1.71%	22
2024 Q2	$8.87M	Buy	51,310 +6,582	+15%	+$1.14M	1.74%	25
2024 Q1	$8.54M	Sell	44,728 -7,299	-14%	-$1.33M	1.7%	26
2023 Q4	$8.51M	Sell	52,027 -1,810	-3%	-$274K	1.97%	17
2023 Q3	$7.55M	Sell	53,837 -4,400	-8%	-$626K	1.88%	20
2023 Q2	$7.79M	Buy	+58,237	New	+$7.52M	1.81%	20

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

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

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

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

Greystone Financial Group's IBM Position: Q2 2026 in Review

Greystone Financial Group reduced its IBM (IBM) stake by 2.5% in Q2 2026, selling an estimated $157K and leaving 24,141 shares worth $6.79M. The position accounts for 1.9% of the portfolio, ranked #26.

Greystone Financial Group first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.8M in Q3 2025. 1,855 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Greystone Financial Group held 24,141 shares of IBM worth $6.79M as of Q2 2026.
Greystone Financial Group sold 623 IBM shares in Q2 2026, an estimated $157K.
IBM made up 1.9% of Greystone Financial Group's portfolio in Q2 2026, its #26 holding.
Greystone Financial Group first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
Greystone Financial Group's IBM position peaked at $13.8M in Q3 2025.
1,855 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.