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Hazlett, Burt & Watson’s IBM IBM Stock Holding History

Hazlett, Burt & Watson’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 		$506K Buy
1,797
+86
+5% +$21.7K 0.13% 155
2026
Q1 		$414K Hold
1,711
– – 0.13% 166
2025
Q4 		$507K Buy
1,711
+905
+112% +$271K 0.16% 133
2025
Q3 		$228K Buy
806
+546
+210% +$143K 0.08% 210
2025
Q2 		$77K Buy
260
+46
+21% +$11.9K 0.03% 317
2025
Q1 		$53K Buy
214
+87
+69% +$21.3K 0.02% 347
2024
Q4 		$28K Hold
127
– – 0.01% 428
2024
Q3 		$29K Buy
127
+116
+1,055% +$22.7K 0.01% 424
2024
Q2 		$2K Hold
11
– – ﹤0.01% 660
2024
Q1 		$2K Hold
11
– – ﹤0.01% 652
2023
Q4 		$2K Hold
11
– – ﹤0.01% 626
2023
Q3 		$2K Sell
11
-1,475
-99% -$210K ﹤0.01% 643
2023
Q2 		$198K Buy
1,486
+18
+1% +$2.32K 0.15% 136
2023
Q1 		$192K Buy
1,468
+18
+1% +$2.41K 0.16% 128
2022
Q4 		$204K Buy
1,450
+17
+1% +$2.35K 0.18% 119
2022
Q3 		$170K Buy
1,433
+18
+1% +$2.36K 0.16% 127
2022
Q2 		$199K Buy
1,415
+16
+1% +$2.16K 0.18% 116
2022
Q1 		$182K Buy
+1,399
New +$182K 0.14% 144

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hazlett, Burt & Watson's IBM Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its IBM (IBM) stake by 5% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,797 shares worth $506K. The position accounts for 0.13% of the portfolio, ranked #155.

Hazlett, Burt & Watson first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $507K in Q4 2025. 3,633 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hazlett, Burt & Watson held 1,797 shares of IBM worth $506K as of Q2 2026.
  • Hazlett, Burt & Watson bought 86 IBM shares in Q2 2026, an estimated $21.7K.
  • IBM made up 0.13% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #155 holding.
  • Hazlett, Burt & Watson first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's IBM position peaked at $507K in Q4 2025.
  • 3,633 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.