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Hudson Valley Investment Advisors’s IBM IBM Stock Holding History

Hudson Valley Investment Advisors’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 		$8.58M Buy
30,503
+1,309
+4% +$330K 1.04% 25
2026
Q1 		$7.08M Sell
29,194
-1,764
-6% -$477K 0.92% 33
2025
Q4 		$9.17M Sell
30,958
-4,753
-13% -$1.42M 1.01% 27
2025
Q3 		$10.1M Buy
35,711
+1,800
+5% +$471K 1.05% 27
2025
Q2 		$10M Buy
33,911
+3,103
+10% +$799K 1.09% 23
2025
Q1 		$7.66M Buy
30,808
+17,596
+133% +$4.3M 0.92% 38
2024
Q4 		$2.9M Sell
13,212
-1,002
-7% -$223K 0.33% 71
2024
Q3 		$3.14M Sell
14,214
-880
-6% -$173K 0.35% 72
2024
Q2 		$2.43M Buy
15,094
+365
+2% +$63.4K 0.32% 73
2024
Q1 		$2.81M Sell
14,729
-365
-2% -$66.6K 0.34% 71
2023
Q4 		$2.43M Sell
15,094
-100
-0.7% -$15.1K 0.33% 73
2023
Q3 		$2.13M Buy
15,194
+25
+0.2% +$3.56K 0.3% 78
2023
Q2 		$2.03M Sell
15,169
-908
-6% -$117K 0.27% 86
2023
Q1 		$2.11M Sell
16,077
-81
-0.5% -$10.8K 0.29% 86
2022
Q4 		$2.28M Sell
16,158
-126
-0.8% -$17.4K 0.34% 83
2022
Q3 		$1.94M Buy
16,284
+3,664
+29% +$481K 0.31% 84
2022
Q2 		$1.78M Buy
12,620
+30
+0.2% +$4.05K 0.28% 90
2022
Q1 		$1.64M Buy
12,590
+1,158
+10% +$151K 0.22% 90
2021
Q4 		$1.53M Sell
11,432
-395
-3% -$49.5K 0.24% 74
2021
Q3 		$1.57M Buy
11,827
+115
+1% +$15.4K 0.27% 75
2021
Q2 		$1.64M Sell
11,712
-518
-4% -$70.8K 0.29% 74
2021
Q1 		$1.56M Buy
12,230
+513
+4% +$61.4K 0.28% 78
2020
Q4 		$1.41M Buy
11,717
+293
+3% +$33.9K 0.27% 81
2020
Q3 		$1.33M Sell
11,424
-293
-3% -$34.5K 0.29% 76
2020
Q2 		$1.35M Buy
11,717
+57
+0.5% +$6.62K 0.31% 75
2020
Q1 		$1.24M Sell
11,660
-420
-3% -$53.1K 0.34% 70
2019
Q4 		$1.55M Sell
12,080
-1,628
-12% -$212K 0.33% 71
2019
Q3 		$1.91M Buy
13,708
+1,497
+12% +$202K 0.44% 58
2019
Q2 		$1.61M Sell
12,211
-26
-0.2% -$3.42K 0.37% 68
2019
Q1 		$1.65M Sell
12,237
-1,932
-14% -$246K 0.4% 69
2018
Q4 		$1.54M Buy
14,169
+2,564
+22% +$308K 0.36% 74
2018
Q3 		$1.68M Sell
11,605
-157
-1% -$21.9K 0.39% 70
2018
Q2 		$1.57M Buy
11,762
+452
+4% +$63K 0.39% 71
2018
Q1 		$1.66M Sell
11,310
-55
-0.5% -$8.32K 0.42% 69
2017
Q4 		$1.67M Sell
11,365
-274
-2% -$39.8K 0.41% 69
2017
Q3 		$1.61M Buy
11,639
+566
+5% +$78.9K 0.42% 67
2017
Q2 		$1.63M Sell
11,073
-523
-5% -$78.8K 0.45% 66
2017
Q1 		$1.93M Sell
11,596
-10
-0.1% -$1.68K 0.54% 58
2016
Q4 		$1.84M Sell
11,606
-385
-3% -$58.6K 0.54% 59
2016
Q3 		$1.82M Buy
11,991
+157
+1% +$23.8K 0.57% 52
2016
Q2 		$1.72M Sell
11,834
-1,005
-8% -$144K 0.55% 54
2016
Q1 		$1.86M Sell
12,839
-691
-5% -$88.3K 0.6% 47
2015
Q4 		$1.78M Sell
13,530
-519
-4% -$69.7K 0.55% 49
2015
Q3 		$1.95M Sell
14,049
-737
-5% -$109K 0.63% 48
2015
Q2 		$2.3M Sell
14,786
-1,189
-7% -$191K 0.72% 45
2015
Q1 		$2.45M Sell
15,975
-1,224
-7% -$186K 0.83% 43
2014
Q4 		$2.64M Sell
17,199
-1,625
-9% -$259K 1.08% 37
2014
Q3 		$3.42M Sell
18,824
-583
-3% -$106K 1.45% 26
2014
Q2 		$3.36M Sell
19,407
-574
-3% -$103K 1.47% 24
2014
Q1 		$3.68M Buy
19,981
+7,092
+55% +$1.25M 1.57% 23
2013
Q4 		$2.31M Sell
12,889
-7,117
-36% -$1.23M 1.02% 37
2013
Q3 		$3.54M Buy
20,006
+402
+2% +$73.1K 1.72% 23
2013
Q2 		$3.58M Buy
+19,604
New +$3.82M 1.71% 23

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

Hudson Valley Investment Advisors's IBM Position: Q2 2026 in Review

Hudson Valley Investment Advisors increased its IBM (IBM) stake by 4.5% in Q2 2026, buying an estimated $330K and bringing the position to 30,503 shares worth $8.58M. The position accounts for 1.04% of the portfolio, ranked #25.

Hudson Valley Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.1M in Q3 2025. 1,803 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hudson Valley Investment Advisors held 30,503 shares of IBM worth $8.58M as of Q2 2026.
  • Hudson Valley Investment Advisors bought 1,309 IBM shares in Q2 2026, an estimated $330K.
  • IBM made up 1.04% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Hudson Valley Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Hudson Valley Investment Advisors's IBM position peaked at $10.1M in Q3 2025.
  • 1,803 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.