Hoxton Planning & Management’s IBM IBM Stock Holding History

Hoxton Planning & 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	$1.45M	Sell	5,157 -45	-0.9%	-$11.3K	0.38%	56
2026 Q1	$1.26M	Buy	5,202 +5	+0.1%	+$1.35K	0.38%	54
2025 Q4	$1.54M	Buy	5,197 +107	+2%	+$32K	0.46%	44
2025 Q3	$1.44M	Sell	5,090 -23	-0.4%	-$6.02K	0.46%	44
2025 Q2	$1.51M	Sell	5,113 -111	-2%	-$28.6K	0.52%	41
2025 Q1	$1.3M	Buy	5,224 +13	+0.2%	+$3.18K	0.5%	44
2024 Q4	$1.15M	Buy	5,211 +1	+0%	+$223	0.44%	44
2024 Q3	$1.15M	Buy	5,210 +273	+6%	+$53.5K	0.45%	39
2024 Q2	$854K	Buy	4,937 +133	+3%	+$23.1K	0.4%	42
2024 Q1	$917K	Buy	4,804 +75	+2%	+$13.7K	0.44%	41
2023 Q4	$773K	Buy	4,729 +147	+3%	+$22.2K	0.41%	45
2023 Q3	$643K	Buy	4,582 +30	+0.7%	+$4.27K	0.42%	48
2023 Q2	$609K	Sell	4,552 -237	-5%	-$30.6K	0.38%	48
2023 Q1	$628K	Sell	4,789 -311	-6%	-$41.6K	0.35%	56
2022 Q4	$719K	Buy	+5,100	New	+$703K	0.38%	52

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Hoxton Planning & Management's IBM Position: Q2 2026 in Review

Hoxton Planning & Management reduced its IBM (IBM) stake by 0.87% in Q2 2026, selling an estimated $11.3K and leaving 5,157 shares worth $1.45M. The position accounts for 0.38% of the portfolio, ranked #56.

Hoxton Planning & Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.54M in Q4 2025. 881 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Hoxton Planning & Management held 5,157 shares of IBM worth $1.45M as of Q2 2026.
Hoxton Planning & Management sold 45 IBM shares in Q2 2026, an estimated $11.3K.
IBM made up 0.38% of Hoxton Planning & Management's portfolio in Q2 2026, its #56 holding.
Hoxton Planning & Management first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's IBM position peaked at $1.54M in Q4 2025.
881 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.