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Griffith & Werner’s IBM IBM Stock Holding History

Griffith & Werner’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 		$1.1M Sell
3,903
-6
-0.2% -$1.51K 0.51% 36
2026
Q1 		$948K Buy
3,909
+20
+0.5% +$5.41K 0.47% 37
2025
Q4 		$1.15M Sell
3,889
-33
-0.8% -$9.88K 0.59% 34
2025
Q3 		$1.21M Buy
+3,922
New +$1.03M 0.63% 32
2025
Q1 		$1.02M Sell
4,116
-261
-6% -$63.8K 0.64% 33
2024
Q4 		$962K Buy
+4,377
New +$975K 0.64% 33

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Griffith & Werner's IBM Position: Q2 2026 in Review

Griffith & Werner reduced its IBM (IBM) stake by 0.15% in Q2 2026, selling an estimated $1.51K and leaving 3,903 shares worth $1.1M. The position accounts for 0.51% of the portfolio, ranked #36.

Griffith & Werner first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q3 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Griffith & Werner held 3,903 shares of IBM worth $1.1M as of Q2 2026.
  • Griffith & Werner sold 6 IBM shares in Q2 2026, an estimated $1.51K.
  • IBM made up 0.51% of Griffith & Werner's portfolio in Q2 2026, its #36 holding.
  • Griffith & Werner first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Griffith & Werner's IBM position peaked at $1.21M in Q3 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.