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Hamel Associates’s IBM IBM Stock Holding History

Hamel 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 		$2.82M Buy
10,039
+119
+1% +$30K 0.78% 39
2026
Q1 		$2.4M Sell
9,920
-60
-0.6% -$16.2K 0.69% 39
2025
Q4 		$2.96M Sell
9,980
-106
-1% -$31.7K 0.89% 38
2025
Q3 		$2.84M Sell
10,086
-341
-3% -$89.3K 0.87% 39
2025
Q2 		$3.07M Buy
10,427
+77
+0.7% +$19.8K 1.04% 35
2025
Q1 		$2.57M Buy
10,350
+100
+1% +$24.5K 0.87% 39
2024
Q4 		$2.25M Sell
10,250
-90
-0.9% -$20K 0.73% 41
2024
Q3 		$2.29M Sell
10,340
-10
-0.1% -$1.96K 0.7% 43
2024
Q2 		$1.79M Hold
10,350
– – 0.56% 46
2024
Q1 		$1.98M Hold
10,350
– – 0.63% 45
2023
Q4 		$1.69M Buy
10,350
+105
+1% +$15.9K 0.6% 46
2023
Q3 		$1.44M Sell
10,245
-620
-6% -$88.2K 0.52% 48
2023
Q2 		$1.45M Sell
10,865
-630
-5% -$81.3K 0.51% 48
2023
Q1 		$1.51M Buy
11,495
+45
+0.4% +$6.02K 0.52% 55
2022
Q4 		$1.61M Sell
11,450
-65
-0.6% -$8.97K 0.56% 52
2022
Q3 		$1.37M Sell
11,515
-750
-6% -$98.4K 0.54% 53
2022
Q2 		$1.73M Buy
12,265
+380
+3% +$51.3K 0.68% 46
2022
Q1 		$1.54M Buy
11,885
+140
+1% +$18.3K 0.55% 48
2021
Q4 		$1.57M Sell
11,745
-29,062
-71% -$3.65M 0.56% 48
2021
Q3 		$5.42M Sell
40,807
-170
-0.4% -$22.7K 2.12% 19
2021
Q2 		$5.74M Buy
40,977
+16
+0% +$2.19K 2.19% 17
2021
Q1 		$5.22M Buy
40,961
+38,504
+1,567% +$4.61M 2.01% 18
2020
Q4 		$296K Sell
2,457
-146
-6% -$16.9K 0.12% 61
2020
Q3 		$303K Hold
2,603
– – 0.13% 58
2020
Q2 		$301K Buy
2,603
+139
+6% +$16.1K 0.14% 56
2020
Q1 		$261K Sell
2,464
-584
-19% -$73.9K 0.14% 63
2019
Q4 		$391K Buy
3,048
+407
+15% +$52.9K 0.16% 68
2019
Q3 		$367K Sell
2,641
-675
-20% -$91K 0.16% 73
2019
Q2 		$437K Buy
3,316
+147
+5% +$19.3K 0.19% 68
2019
Q1 		$428K Buy
3,169
+183
+6% +$23.3K 0.19% 70
2018
Q4 		$325K Buy
2,986
+157
+6% +$18.8K 0.16% 80
2018
Q3 		$409K Buy
2,829
+104
+4% +$14.5K 0.18% 78
2018
Q2 		$364K Sell
2,725
-314
-10% -$43.8K 0.17% 76
2018
Q1 		$446 Buy
3,039
+314
+12% +$47.5K 0.03% 70
2017
Q4 		$400K Sell
2,725
-115
-4% -$16.7K 0.19% 65
2017
Q3 		$394K Sell
2,840
-340
-11% -$47.4K 0.19% 67
2017
Q2 		$468K Hold
3,180
– – 0.24% 61
2017
Q1 		$530K Hold
3,180
– – 0.27% 58
2016
Q4 		$505K Sell
3,180
-9
-0.3% -$1.37K 0.26% 60
2016
Q3 		$484K Buy
3,189
+340
+12% +$51.6K 0.26% 62
2016
Q2 		$413K Hold
2,849
– – 0.21% 69
2016
Q1 		$413K Sell
2,849
-2,892
-50% -$369K 0.22% 70
2015
Q4 		$756K Sell
5,741
-5,386
-48% -$724K 0.48% 54
2015
Q3 		$1.54M Sell
11,127
-8,834
-44% -$1.3M 1.1% 33
2015
Q2 		$3.1M Sell
19,961
-882
-4% -$142K 2.04% 16
2015
Q1 		$3.2M Sell
20,843
-1,954
-9% -$296K 2.11% 13
2014
Q4 		$3.5M Sell
22,797
-1,603
-7% -$255K 2.27% 10
2014
Q3 		$4.43M Buy
24,400
+738
+3% +$134K 2.95% 9
2014
Q2 		$4.1M Buy
23,662
+429
+2% +$77.2K 2.71% 9
2014
Q1 		$4.28M Buy
23,233
+4,943
+27% +$870K 2.96% 7
2013
Q4 		$3.28M Buy
+18,290
New +$3.15M 2.3% 10

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

Hamel Associates's IBM Position: Q2 2026 in Review

Hamel Associates increased its IBM (IBM) stake by 1.2% in Q2 2026, buying an estimated $30K and bringing the position to 10,039 shares worth $2.82M. The position accounts for 0.78% of the portfolio, ranked #39.

Hamel Associates first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.74M in Q2 2021. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hamel Associates held 10,039 shares of IBM worth $2.82M as of Q2 2026.
  • Hamel Associates bought 119 IBM shares in Q2 2026, an estimated $30K.
  • IBM made up 0.78% of Hamel Associates's portfolio in Q2 2026, its #39 holding.
  • Hamel Associates first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
  • Hamel Associates's IBM position peaked at $5.74M in Q2 2021.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.