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GW Henssler & Associates’s IBM IBM Stock Holding History

GW Henssler & Associates’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 		$461K Sell
1,641
-94
-5% -$23.7K 0.02% 143
2026
Q1 		$421K Buy
1,735
+167
+11% +$45.2K 0.02% 144
2025
Q4 		$464K Sell
1,568
-44
-3% -$13.2K 0.02% 137
2025
Q3 		$455K Buy
1,612
+14
+0.9% +$3.67K 0.02% 136
2025
Q2 		$471K Sell
1,598
-44
-3% -$11.3K 0.03% 133
2025
Q1 		$408K Buy
1,642
+17
+1% +$4.16K 0.02% 128
2024
Q4 		$359K Hold
1,625
– – 0.02% 124
2024
Q3 		$359K Buy
1,625
+58
+4% +$11.4K 0.02% 125
2024
Q2 		$271K Sell
1,567
-5
-0.3% -$869 0.02% 133
2024
Q1 		$300K Sell
1,572
-350
-18% -$63.9K 0.02% 129
2023
Q4 		$314K Sell
1,922
-335
-15% -$50.6K 0.02% 118
2023
Q3 		$317K Buy
2,257
+715
+46% +$102K 0.02% 121
2023
Q2 		$206K Sell
1,542
-25
-2% -$3.23K 0.01% 200
2023
Q1 		$205K Sell
1,567
-367
-19% -$49.1K 0.01% 216
2022
Q4 		$272K Sell
1,934
-33
-2% -$4.55K 0.02% 179
2022
Q3 		$234K Sell
1,967
-750
-28% -$98.4K 0.02% 188
2022
Q2 		$384K Sell
2,717
-2
-0.1% -$270 0.03% 119
2022
Q1 		$354K Sell
2,719
-242
-8% -$31.6K 0.02% 174
2021
Q4 		$396K Buy
+2,961
New +$371K 0.03% 168
2021
Q3 		– Sell
-3,390
Closed -$475K – 159
2021
Q2 		$475K Buy
3,390
+1,407
+71% +$192K 0.03% 137
2021
Q1 		$253K Sell
1,983
-169
-8% -$20.2K 0.02% 198
2020
Q4 		$259K Buy
2,152
+68
+3% +$7.86K 0.02% 184
2020
Q3 		$242K Buy
2,084
+34
+2% +$4K 0.02% 174
2020
Q2 		$237K Sell
2,050
-336
-14% -$39K 0.02% 158
2020
Q1 		$253K Buy
2,386
+52
+2% +$6.58K 0.03% 170
2019
Q4 		$299K Sell
2,334
-29
-1% -$3.77K 0.02% 184
2019
Q3 		$328K Buy
2,363
+199
+9% +$26.8K 0.03% 161
2019
Q2 		$285K Buy
2,164
+666
+44% +$87.5K 0.03% 186
2019
Q1 		$202K Sell
1,498
-734
-33% -$93.6K 0.02% 198
2018
Q4 		$243K Sell
2,232
-13
-0.6% -$1.56K 0.03% 115
2018
Q3 		$324K Sell
2,245
-75
-3% -$10.5K 0.03% 116
2018
Q2 		$310K Buy
2,320
+88
+4% +$12.3K 0.03% 110
2018
Q1 		$327K Hold
2,232
– – 0.03% 108
2017
Q4 		$327K Sell
2,232
-120
-5% -$17.4K 0.03% 111
2017
Q3 		$326K Sell
2,352
-122
-5% -$17K 0.03% 111
2017
Q2 		$364K Sell
2,474
-271
-10% -$40.9K 0.04% 110
2017
Q1 		$457K Sell
2,745
-148
-5% -$24.8K 0.05% 110
2016
Q4 		$459K Sell
2,893
-75
-3% -$11.4K 0.05% 111
2016
Q3 		$451K Sell
2,968
-1,857
-38% -$282K 0.05% 110
2016
Q2 		$700K Sell
4,825
-11,262
-70% -$1.61M 0.08% 100
2016
Q1 		$2.33M Sell
16,087
-20,065
-56% -$2.56M 0.27% 82
2015
Q4 		$4.76M Sell
36,152
-12,921
-26% -$1.74M 0.56% 64
2015
Q3 		$6.8M Sell
49,073
-14,200
-22% -$2.1M 0.78% 58
2015
Q2 		$9.84M Sell
63,273
-21,441
-25% -$3.45M 1.07% 36
2015
Q1 		$13M Sell
84,714
-9,234
-10% -$1.4M 1.5% 23
2014
Q4 		$14.4M Buy
93,948
+157
+0.2% +$25K 1.61% 20
2014
Q3 		$17M Buy
93,791
+1,394
+2% +$254K 2.06% 7
2014
Q2 		$16M Sell
92,397
-11,093
-11% -$2M 1.94% 9
2014
Q1 		$19M Buy
103,490
+6,362
+7% +$1.12M 2.24% 5
2013
Q4 		$17.4M Sell
97,128
-2,017
-2% -$348K 2.04% 13
2013
Q3 		$17.6M Sell
99,145
-1,980
-2% -$360K 2.26% 7
2013
Q2 		$18.5M Buy
+101,125
New +$19.7M 2.54% 6

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

GW Henssler & Associates's IBM Position: Q2 2026 in Review

GW Henssler & Associates reduced its IBM (IBM) stake by 5.4% in Q2 2026, selling an estimated $23.7K and leaving 1,641 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #143.

GW Henssler & Associates first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $19M in Q1 2014. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • GW Henssler & Associates held 1,641 shares of IBM worth $461K as of Q2 2026.
  • GW Henssler & Associates sold 94 IBM shares in Q2 2026, an estimated $23.7K.
  • IBM made up 0.02% of GW Henssler & Associates's portfolio in Q2 2026, its #143 holding.
  • GW Henssler & Associates first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • GW Henssler & Associates's IBM position peaked at $19M in Q1 2014.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.