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HUB Investment Partners’s IBM IBM Stock Holding History

HUB Investment Partners’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 		$3.46M Buy
12,294
+2,293
+23% +$578K 0.06% 219
2026
Q1 		$2.42M Buy
10,001
+394
+4% +$107K 0.06% 229
2025
Q4 		$2.85M Sell
9,607
-22
-0.2% -$6.59K 0.07% 177
2025
Q3 		$2.72M Buy
9,629
+387
+4% +$101K 0.09% 167
2025
Q2 		$2.72M Buy
9,242
+2,690
+41% +$693K 0.09% 161
2025
Q1 		$1.63M Buy
6,552
+243
+4% +$59.4K 0.06% 186
2024
Q4 		$1.39M Buy
6,309
+582
+10% +$130K 0.06% 181
2024
Q3 		$1.27M Buy
5,727
+295
+5% +$57.8K 0.06% 183
2024
Q2 		$939K Buy
5,432
+556
+11% +$96.6K 0.04% 196
2024
Q1 		$931K Buy
4,876
+1,043
+27% +$190K 0.05% 186
2023
Q4 		$627K Sell
3,833
-126
-3% -$19K 0.04% 209
2023
Q3 		$556K Buy
3,959
+944
+31% +$134K 0.08% 127
2023
Q2 		$403K Sell
3,015
-92
-3% -$11.9K 0.07% 157
2023
Q1 		$407K Buy
3,107
+254
+9% +$34K 0.08% 141
2022
Q4 		$402K Buy
2,853
+268
+10% +$37K 0.09% 94
2022
Q3 		$307K Buy
+2,585
New +$339K 0.09% 137
2021
Q4 		– Sell
-2,661
Closed -$353K – 227
2021
Q3 		$353K Buy
2,661
+1,071
+67% +$143K 0.08% 154
2021
Q2 		$223K Buy
+1,590
New +$217K 0.06% 193
2021
Q1 		– Sell
-11,418
Closed -$1.33M – 239
2020
Q4 		$1.33M Buy
+11,418
New +$1.32M 0.6% 48

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

HUB Investment Partners's IBM Position: Q2 2026 in Review

HUB Investment Partners increased its IBM (IBM) stake by 23% in Q2 2026, buying an estimated $578K and bringing the position to 12,294 shares worth $3.46M. The position accounts for 0.06% of the portfolio, ranked #219.

HUB Investment Partners first reported a position in IBM in Q4 2020 and has held it in 19 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • HUB Investment Partners held 12,294 shares of IBM worth $3.46M as of Q2 2026.
  • HUB Investment Partners bought 2,293 IBM shares in Q2 2026, an estimated $578K.
  • IBM made up 0.06% of HUB Investment Partners's portfolio in Q2 2026, its #219 holding.
  • HUB Investment Partners first reported a position in IBM in Q4 2020 and has held it in 19 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.