HFS
IBM icon

Horizon Financial Services’s IBM IBM Stock Holding History

Horizon Financial Services’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 		$245K Buy
872
+229
+36% +$57.7K 0.09% 77
2026
Q1 		$156K Buy
643
+248
+63% +$67.1K 0.07% 72
2025
Q4 		$117K Buy
395
+7
+2% +$2.1K 0.05% 72
2025
Q3 		$109K Buy
388
+308
+385% +$80.6K 0.05% 73
2025
Q2 		$23.6K Hold
80
– – 0.01% 105
2025
Q1 		$19.9K Hold
80
– – 0.01% 100
2024
Q4 		$17.6K Hold
80
– – 0.01% 103
2024
Q3 		$17.7K Hold
80
– – 0.01% 112
2024
Q2 		$13.8K Hold
80
– – 0.01% 118
2024
Q1 		$15.3K Buy
+80
New +$14.6K 0.01% 118

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

Horizon Financial Services's IBM Position: Q2 2026 in Review

Horizon Financial Services increased its IBM (IBM) stake by 36% in Q2 2026, buying an estimated $57.7K and bringing the position to 872 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #77.

Horizon Financial Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Horizon Financial Services held 872 shares of IBM worth $245K as of Q2 2026.
  • Horizon Financial Services bought 229 IBM shares in Q2 2026, an estimated $57.7K.
  • IBM made up 0.09% of Horizon Financial Services's portfolio in Q2 2026, its #77 holding.
  • Horizon Financial Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.