Hamilton Point Investment Advisors’s IBM IBM Stock Holding History

Hamilton Point Investment Advisors’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	$7.56M	Buy	26,875 +28	+0.1%	+$7.05K	1.06%	31
2026 Q1	$6.51M	Sell	26,847 -143	-0.5%	-$38.7K	1%	33
2025 Q4	$7.99M	Sell	26,990 -235	-0.9%	-$70.4K	1.22%	26
2025 Q3	$7.68M	Buy	27,225 +40	+0.1%	+$10.5K	1.2%	24
2025 Q2	$8.01M	Sell	27,185 -398	-1%	-$103K	1.32%	22
2025 Q1	$6.86M	Buy	27,583 +265	+1%	+$64.8K	1.23%	29
2024 Q4	$6.01M	Buy	27,318 +579	+2%	+$129K	1.06%	40
2024 Q3	$5.91M	Buy	26,739 +10,799	+68%	+$2.12M	1.04%	38
2024 Q2	$2.76M	Buy	15,940 +148	+0.9%	+$25.7K	0.52%	60
2024 Q1	$3.02M	Sell	15,792 -268	-2%	-$48.9K	0.58%	57
2023 Q4	$2.63M	Buy	16,060 +134	+0.8%	+$20.2K	0.53%	59
2023 Q3	$2.23M	Sell	15,926 -1,123	-7%	-$160K	0.55%	56
2023 Q2	$2.28M	Sell	17,049 -474	-3%	-$61.2K	0.55%	56
2023 Q1	$2.3M	Buy	17,523 +348	+2%	+$46.6K	0.56%	55
2022 Q4	$2.42M	Buy	17,175 +96	+0.6%	+$13.2K	0.67%	55
2022 Q3	$2.03M	Buy	17,079 +835	+5%	+$110K	0.62%	56
2022 Q2	$2.29M	Buy	16,244 +275	+2%	+$37.1K	0.67%	55
2022 Q1	$2.08M	Buy	15,969 +1,237	+8%	+$161K	0.53%	56
2021 Q4	$1.97M	Sell	14,732 -2,480	-14%	-$311K	0.47%	57
2021 Q3	$2.29M	Buy	17,212 +190	+1%	+$25.4K	0.61%	54
2021 Q2	$2.38M	Buy	17,022 +4	+0%	+$547	0.65%	54
2021 Q1	$2.17M	Buy	17,018 +223	+1%	+$26.7K	0.63%	54
2020 Q4	$2.02M	Buy	16,795 +52	+0.3%	+$6.01K	0.64%	52
2020 Q3	$1.95M	Buy	16,743 +334	+2%	+$39.3K	0.69%	50
2020 Q2	$1.9M	Buy	16,409 +427	+3%	+$49.6K	0.73%	49
2020 Q1	$1.7M	Buy	15,982 +14,177	+785%	+$1.79M	0.79%	51
2019 Q4	$231K	Hold	1,805	–	–	0.09%	70
2019 Q3	$251K	Hold	1,805	–	–	0.1%	67
2019 Q2	$238K	Hold	1,805	–	–	0.1%	71
2019 Q1	$244K	Sell	1,805 -45	-2%	-$5.74K	0.11%	70
2018 Q4	$201K	Buy	1,850 +126	+7%	+$15.1K	0.1%	72
2018 Q3	$249K	Hold	1,724	–	–	0.12%	69
2018 Q2	$230K	Hold	1,724	–	–	0.11%	68
2018 Q1	$253K	Buy	+1,724	New	+$261K	0.13%	67
2017 Q4	–	Sell	-2,231	Closed	-$309K	–	72
2017 Q3	$309K	Hold	2,231	–	–	0.17%	67
2017 Q2	$328K	Hold	2,231	–	–	0.18%	66
2017 Q1	$371K	Hold	2,231	–	–	0.21%	66
2016 Q4	$354K	Sell	2,231 -5	-0.2%	-$762	0.22%	65
2016 Q3	$340K	Hold	2,236	–	–	0.21%	66
2016 Q2	$325K	Buy	2,236 +418	+23%	+$59.8K	0.21%	66
2016 Q1	$263K	Hold	1,818	–	–	0.18%	68
2015 Q4	$239K	Hold	1,818	–	–	0.17%	70
2015 Q3	$252K	Buy	+1,818	New	+$268K	0.2%	68
2014 Q4	–	Sell	-7,805	Closed	-$1.42M	–	69
2014 Q3	$1.42M	Buy	7,805 +38	+0.5%	+$6.92K	1.32%	37
2014 Q2	$1.35M	Sell	7,767 -99	-1%	-$17.8K	1.25%	40
2014 Q1	$1.45M	Sell	7,866 -5,965	-43%	-$1.05M	1.35%	34
2013 Q4	$2.48M	Buy	+13,831	New	+$2.39M	2.47%	6

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

Hamilton Point Investment Advisors's IBM Position: Q2 2026 in Review

Hamilton Point Investment Advisors increased its IBM (IBM) stake by 0.1% in Q2 2026, buying an estimated $7.05K and bringing the position to 26,875 shares worth $7.56M. The position accounts for 1.06% of the portfolio, ranked #31.

Hamilton Point Investment Advisors first reported a position in IBM in Q4 2013 and has held it in 47 quarters since. The position peaked at $8.01M in Q2 2025. 1,967 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Hamilton Point Investment Advisors held 26,875 shares of IBM worth $7.56M as of Q2 2026.
Hamilton Point Investment Advisors bought 28 IBM shares in Q2 2026, an estimated $7.05K.
IBM made up 1.06% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #31 holding.
Hamilton Point Investment Advisors first reported a position in IBM in Q4 2013 and has held it in 47 quarters since.
Hamilton Point Investment Advisors's IBM position peaked at $8.01M in Q2 2025.
1,967 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.