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Hoey Investments’s IBM IBM Stock Holding History

Hoey Investments’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 		$1.87M Sell
6,662
-2,539
-28% -$640K 0.24% 28
2026
Q1 		$2.23M Buy
9,201
+7,275
+378% +$1.97M 0.32% 25
2025
Q4 		$571K Sell
1,926
-175
-8% -$52.4K 0.08% 46
2025
Q3 		$593K Buy
2,101
+175
+9% +$45.8K 0.08% 48
2025
Q2 		$568K Hold
1,926
– – 0.08% 45
2025
Q1 		$479K Hold
1,926
– – 0.09% 43
2024
Q4 		$423K Buy
1,926
+932
+94% +$208K 0.07% 56
2024
Q3 		$172K Hold
994
– – 0.03% 85
2024
Q2 		$172K Sell
994
-50
-5% -$8.69K 0.03% 85
2024
Q1 		$199K Sell
1,044
-651
-38% -$119K 0.04% 80
2023
Q4 		$277K Sell
1,695
-400
-19% -$60.4K 0.08% 68
2023
Q3 		$294K Sell
2,095
-312
-13% -$44.4K 0.1% 72
2023
Q2 		$322K Sell
2,407
-2,600
-52% -$336K 0.1% 75
2023
Q1 		$656K Sell
5,007
-491
-9% -$65.7K 0.26% 57
2022
Q4 		$775K Sell
5,498
-385
-7% -$53.1K 0.33% 50
2022
Q3 		$699K Buy
5,883
+885
+18% +$116K 0.27% 57
2022
Q2 		$706K Buy
4,998
+12
+0.2% +$1.62K 0.3% 37
2022
Q1 		$648K Sell
4,986
-20
-0.4% -$2.61K 0.18% 39
2021
Q4 		$669K Buy
5,006
+2,568
+105% +$322K 0.17% 41
2021
Q3 		$324K Buy
2,438
+366
+18% +$48.9K 0.1% 55
2021
Q2 		$290K Sell
2,072
-624
-23% -$85.3K 0.09% 60
2021
Q1 		$343K Sell
2,696
-333
-11% -$39.9K 0.12% 50
2020
Q4 		$365K Sell
3,029
-255
-8% -$29.5K 0.13% 47
2020
Q3 		$382K Buy
3,284
+646
+24% +$76.1K 0.15% 40
2020
Q2 		$305K Sell
2,638
-222
-8% -$25.8K 0.15% 45
2020
Q1 		$303K Sell
2,860
-15,080
-84% -$1.91M 0.21% 33
2019
Q4 		$2.3M Buy
+17,940
New +$2.33M 1.63% 19

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Hoey Investments's IBM Position: Q2 2026 in Review

Hoey Investments reduced its IBM (IBM) stake by 28% in Q2 2026, selling an estimated $640K and leaving 6,662 shares worth $1.87M. The position accounts for 0.24% of the portfolio, ranked #28.

Hoey Investments first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.3M in Q4 2019. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hoey Investments held 6,662 shares of IBM worth $1.87M as of Q2 2026.
  • Hoey Investments sold 2,539 IBM shares in Q2 2026, an estimated $640K.
  • IBM made up 0.24% of Hoey Investments's portfolio in Q2 2026, its #28 holding.
  • Hoey Investments first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Hoey Investments's IBM position peaked at $2.3M in Q4 2019.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.