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Hennion & Walsh Asset Management’s IBM IBM Stock Holding History

Hennion & Walsh Asset 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 		$6.83M Buy
24,278
+3,634
+18% +$916K 0.19% 119
2026
Q1 		$5M Sell
20,644
-4,261
-17% -$1.15M 0.17% 151
2025
Q4 		$7.38M Sell
24,905
-686
-3% -$205K 0.25% 81
2025
Q3 		$7.22M Sell
25,591
-1,534
-6% -$402K 0.26% 74
2025
Q2 		$8M Buy
27,125
+1,737
+7% +$448K 0.32% 54
2025
Q1 		$6.31M Sell
25,388
-265
-1% -$64.8K 0.28% 66
2024
Q4 		$5.64M Sell
25,653
-2,230
-8% -$497K 0.26% 82
2024
Q3 		$6.16M Sell
27,883
-1,572
-5% -$308K 0.29% 69
2024
Q2 		$5.09M Buy
29,455
+2,564
+10% +$446K 0.26% 81
2024
Q1 		$5.14M Sell
26,891
-214
-0.8% -$39K 0.27% 77
2023
Q4 		$4.43M Buy
27,105
+3,970
+17% +$600K 0.25% 89
2023
Q3 		$3.25M Buy
23,135
+1,294
+6% +$184K 0.21% 121
2023
Q2 		$2.92M Sell
21,841
-6,441
-23% -$831K 0.17% 156
2023
Q1 		$3.71M Buy
28,282
+1,871
+7% +$250K 0.23% 115
2022
Q4 		$3.72M Buy
26,411
+3,169
+14% +$437K 0.23% 113
2022
Q3 		$2.76M Buy
23,242
+223
+1% +$29.3K 0.18% 146
2022
Q2 		$3.25M Sell
23,019
-2,176
-9% -$294K 0.2% 133
2022
Q1 		$3.28M Sell
25,195
-1,182
-4% -$154K 0.17% 159
2021
Q4 		$3.53M Sell
26,377
-1,150
-4% -$144K 0.17% 166
2021
Q3 		$3.66M Sell
27,527
-766
-3% -$102K 0.19% 150
2021
Q2 		$3.96M Buy
28,293
+3,803
+16% +$520K 0.21% 122
2021
Q1 		$3.12M Buy
+24,490
New +$2.93M 0.19% 149

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Hennion & Walsh Asset Management's IBM Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its IBM (IBM) stake by 18% in Q2 2026, buying an estimated $916K and bringing the position to 24,278 shares worth $6.83M. The position accounts for 0.19% of the portfolio, ranked #119.

Hennion & Walsh Asset Management first reported a position in IBM in Q1 2021 and has held it in 22 quarters since. The position peaked at $8M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hennion & Walsh Asset Management held 24,278 shares of IBM worth $6.83M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 3,634 IBM shares in Q2 2026, an estimated $916K.
  • IBM made up 0.19% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #119 holding.
  • Hennion & Walsh Asset Management first reported a position in IBM in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's IBM position peaked at $8M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.