GW&K Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $397K | Sell |
1,410
-5
| -0.4% | -$1.26K | ﹤0.01% | 374 |
|
|
2026
Q1 | $343K | Buy |
1,415
+28
| +2% | +$7.58K | ﹤0.01% | 370 |
|
|
2025
Q4 | $411K | Buy |
1,387
+34
| +3% | +$10.2K | ﹤0.01% | 356 |
|
|
2025
Q3 | $382K | Buy |
1,353
+29
| +2% | +$7.59K | ﹤0.01% | 359 |
|
|
2025
Q2 | $390K | Buy |
1,324
+48
| +4% | +$12.4K | ﹤0.01% | 349 |
|
|
2025
Q1 | $317K | Buy |
1,276
+194
| +18% | +$47.5K | ﹤0.01% | 360 |
|
|
2024
Q4 | $238K | Buy |
1,082
+3
| +0.3% | +$668 | ﹤0.01% | 364 |
|
|
2024
Q3 | $239K | Buy |
1,079
+65
| +6% | +$12.7K | ﹤0.01% | 354 |
|
|
2024
Q2 | $175K | Buy |
1,014
+52
| +5% | +$9.04K | ﹤0.01% | 358 |
|
|
2024
Q1 | $184K | Buy |
962
+195
| +25% | +$35.6K | ﹤0.01% | 348 |
|
|
2023
Q4 | $125K | Buy |
767
+37
| +5% | +$5.59K | ﹤0.01% | 362 |
|
|
2023
Q3 | $102K | Buy |
730
+196
| +37% | +$27.9K | ﹤0.01% | 364 |
|
|
2023
Q2 | $71K | Buy |
534
+284
| +114% | +$36.7K | ﹤0.01% | 364 |
|
|
2023
Q1 | $33K | Buy |
+250
| New | +$33.4K | ﹤0.01% | 362 |
|
|
2022
Q3 | – | Sell |
-289
| Closed | -$41K | – | 603 |
|
|
2022
Q2 | $41K | Buy |
289
+211
| +271% | +$28.5K | ﹤0.01% | 391 |
|
|
2022
Q1 | $10K | Buy |
+78
| New | +$10.2K | ﹤0.01% | 439 |
|
|
2021
Q3 | – | Sell |
-54
| Closed | -$8K | – | 394 |
|
|
2021
Q2 | $8K | Buy |
+54
| New | +$7.38K | ﹤0.01% | 380 |
|
|
2016
Q1 | – | Sell |
-2,238
| Closed | -$295K | – | 223 |
|
|
2015
Q4 | $295K | Hold |
2,238
| – | – | 0.01% | 225 |
|
|
2015
Q3 | $310K | Sell |
2,238
-403
| -15% | -$59.5K | 0.01% | 219 |
|
|
2015
Q2 | $411K | Sell |
2,641
-340
| -11% | -$54.6K | 0.01% | 218 |
|
|
2015
Q1 | $457K | Sell |
2,981
-94
| -3% | -$14.3K | 0.01% | 216 |
|
|
2014
Q4 | $472K | Hold |
3,075
| – | – | 0.01% | 212 |
|
|
2014
Q3 | $558K | Sell |
3,075
-157
| -5% | -$28.6K | 0.01% | 216 |
|
|
2014
Q2 | $560K | Sell |
3,232
-262
| -7% | -$47.2K | 0.01% | 215 |
|
|
2014
Q1 | $643K | Sell |
3,494
-2,144
| -38% | -$377K | 0.02% | 190 |
|
|
2013
Q4 | $1.01M | Sell |
5,638
-628
| -10% | -$108K | 0.03% | 172 |
|
|
2013
Q3 | $1.11M | Sell |
6,266
-1,527
| -20% | -$278K | 0.03% | 166 |
|
|
2013
Q2 | $1.42M | Buy |
+7,793
| New | +$1.52M | 0.05% | 166 |
|
Other funds holding IBM
GW&K Investment Management's IBM Position: Q2 2026 in Review
GW&K Investment Management reduced its IBM (IBM) stake by 0.35% in Q2 2026, selling an estimated $1.26K and leaving 1,410 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #374.
GW&K Investment Management first reported a position in IBM in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.42M in Q2 2013. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- GW&K Investment Management held 1,410 shares of IBM worth $397K as of Q2 2026.
- GW&K Investment Management sold 5 IBM shares in Q2 2026, an estimated $1.26K.
- IBM made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #374 holding.
- GW&K Investment Management first reported a position in IBM in Q2 2013 and has held it in 28 quarters since.
- GW&K Investment Management's IBM position peaked at $1.42M in Q2 2013.
- 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.