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Hengehold Capital Management’s IBM IBM Stock Holding History

Hengehold Capital Management’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 		$788K Buy
2,801
+5
+0.2% +$1.26K 0.06% 116
2026
Q1 		$678K Buy
2,796
+30
+1% +$8.12K 0.06% 117
2025
Q4 		$819K Hold
2,766
– – 0.07% 106
2025
Q3 		$780K Buy
2,766
+24
+0.9% +$6.28K 0.07% 109
2025
Q2 		$808K Sell
2,742
-85
-3% -$21.9K 0.07% 102
2025
Q1 		$703K Sell
2,827
-101
-3% -$24.7K 0.07% 104
2024
Q4 		$644K Sell
2,928
-29
-1% -$6.46K 0.06% 105
2024
Q3 		$654K Sell
2,957
-769
-21% -$151K 0.06% 103
2024
Q2 		$644K Buy
3,726
+28
+0.8% +$4.87K 0.07% 100
2024
Q1 		$706K Sell
3,698
-91
-2% -$16.6K 0.08% 97
2023
Q4 		$620K Sell
3,789
-94
-2% -$14.2K 0.07% 93
2023
Q3 		$545K Sell
3,883
-441
-10% -$62.7K 0.07% 94
2023
Q2 		$579K Buy
4,324
+43
+1% +$5.55K 0.08% 90
2023
Q1 		$561K Buy
4,281
+26
+0.6% +$3.48K 0.08% 92
2022
Q4 		$600K Buy
4,255
+919
+28% +$127K 0.08% 88
2022
Q3 		$396K Buy
3,336
+131
+4% +$17.2K 0.06% 99
2022
Q2 		$453K Buy
3,205
+139
+5% +$18.8K 0.06% 91
2022
Q1 		$399K Hold
3,066
– – 0.05% 108
2021
Q4 		$410K Buy
3,066
+634
+26% +$79.5K 0.05% 109
2021
Q3 		$323K Buy
2,432
+200
+9% +$26.7K 0.04% 123
2021
Q2 		$313K Sell
2,232
-65
-3% -$8.89K 0.04% 120
2021
Q1 		$293K Sell
2,297
-14,675
-86% -$1.76M 0.04% 121
2020
Q4 		$2.04M Sell
16,972
-247
-1% -$28.5K 0.3% 45
2020
Q3 		$2M Buy
17,219
+616
+4% +$72.5K 0.32% 44
2020
Q2 		$1.92M Sell
16,603
-393
-2% -$45.6K 0.34% 38
2020
Q1 		$1.8M Buy
16,996
+316
+2% +$40K 0.38% 34
2019
Q4 		$2.14M Buy
16,680
+383
+2% +$49.8K 0.36% 43
2019
Q3 		$2.27M Buy
16,297
+25
+0.2% +$3.37K 0.42% 42
2019
Q2 		$2.15M Buy
16,272
+577
+4% +$75.8K 0.41% 45
2019
Q1 		$2.12M Buy
15,695
+1,256
+9% +$160K 0.5% 44
2018
Q4 		$1.57M Sell
14,439
-1,676
-10% -$201K 0.5% 43
2018
Q3 		$2.33M Buy
16,115
+988
+7% +$138K 0.59% 35
2018
Q2 		$2.02M Buy
15,127
+183
+1% +$25.5K 0.53% 42
2018
Q1 		$2.19M Buy
14,944
+31
+0.2% +$4.69K 0.57% 38
2017
Q4 		$2.19M Buy
14,913
+384
+3% +$55.8K 0.57% 42
2017
Q3 		$2.02M Buy
14,529
+477
+3% +$66.5K 0.54% 43
2017
Q2 		$2.07M Buy
14,052
+1,867
+15% +$281K 0.58% 38
2017
Q1 		$2.03M Sell
12,185
-26
-0.2% -$4.36K 0.56% 39
2016
Q4 		$1.94M Sell
12,211
-2,163
-15% -$329K 0.59% 38
2016
Q3 		$2.18M Buy
14,374
+12,689
+753% +$1.93M 0.69% 26
2016
Q2 		$245K Buy
1,685
+166
+11% +$23.8K 0.08% 80
2016
Q1 		$220K Buy
+1,519
New +$194K 0.07% 87
2015
Q3 		– Sell
-1,561
Closed -$243K – 83
2015
Q2 		$243K Sell
1,561
-97
-6% -$15.6K 0.09% 66
2015
Q1 		$254K Sell
1,658
-52
-3% -$7.89K 0.09% 67
2014
Q4 		$262K Sell
1,710
-33
-2% -$5.25K 0.09% 62
2014
Q3 		$316K Buy
1,743
+137
+9% +$25K 0.11% 57
2014
Q2 		$278K Sell
1,606
-120
-7% -$21.6K 0.09% 60
2014
Q1 		$318K Buy
1,726
+52
+3% +$9.15K 0.11% 58
2013
Q4 		$300K Sell
1,674
-939
-36% -$162K 0.1% 60
2013
Q3 		$463K Sell
2,613
-471
-15% -$85.6K 0.18% 54
2013
Q2 		$563K Buy
+3,084
New +$601K 0.24% 49

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

Hengehold Capital Management's IBM Position: Q2 2026 in Review

Hengehold Capital Management increased its IBM (IBM) stake by 0.18% in Q2 2026, buying an estimated $1.26K and bringing the position to 2,801 shares worth $788K. The position accounts for 0.06% of the portfolio, ranked #116.

Hengehold Capital Management first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.33M in Q3 2018. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hengehold Capital Management held 2,801 shares of IBM worth $788K as of Q2 2026.
  • Hengehold Capital Management bought 5 IBM shares in Q2 2026, an estimated $1.26K.
  • IBM made up 0.06% of Hengehold Capital Management's portfolio in Q2 2026, its #116 holding.
  • Hengehold Capital Management first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
  • Hengehold Capital Management's IBM position peaked at $2.33M in Q3 2018.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.