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Hummer Financial Advisory Services’s IBM IBM Stock Holding History

Hummer Financial Advisory 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 		$535K Hold
1,902
– – 0.35% 63
2026
Q1 		$461K Sell
1,902
-150
-7% -$40.6K 0.33% 68
2025
Q4 		$608K Hold
2,052
– – 0.43% 49
2025
Q3 		$579K Hold
2,052
– – 0.42% 52
2025
Q2 		$605K Hold
2,052
– – 0.45% 49
2025
Q1 		$510K Buy
2,052
+61
+3% +$14.9K 0.41% 50
2024
Q4 		$438K Hold
1,991
– – 0.35% 56
2024
Q3 		$440K Sell
1,991
-50
-2% -$9.8K 0.35% 59
2024
Q2 		$353K Sell
2,041
-61
-3% -$10.6K 0.31% 66
2024
Q1 		$401K Buy
2,102
+61
+3% +$11.1K 0.33% 62
2023
Q4 		$334K Hold
2,041
– – 0.31% 66
2023
Q3 		$286K Hold
2,041
– – 0.29% 72
2023
Q2 		$273K Sell
2,041
-54
-3% -$6.97K 0.27% 79
2023
Q1 		$275K Sell
2,095
-50
-2% -$6.69K 0.29% 79
2022
Q4 		$302K Hold
2,145
– – 0.33% 74
2022
Q3 		$255K Hold
2,145
– – 0.3% 76
2022
Q2 		$303K Hold
2,145
– – 0.34% 71
2022
Q1 		$279K Sell
2,145
-245
-10% -$32K 0.25% 85
2021
Q4 		$319K Sell
2,390
-110
-4% -$13.8K 0.27% 73
2021
Q3 		$332K Hold
2,500
– – 0.31% 72
2021
Q2 		$350K Hold
2,500
– – 0.32% 69
2021
Q1 		$318K Buy
2,500
+52
+2% +$6.22K 0.31% 75
2020
Q4 		$295K Hold
2,448
– – 0.31% 76
2020
Q3 		$285K Sell
2,448
-344
-12% -$40.5K 0.34% 71
2020
Q2 		$322K Hold
2,792
– – 0.41% 56
2020
Q1 		$296K Hold
2,792
– – 0.45% 58
2019
Q4 		$358K Buy
+2,792
New +$363K 0.39% 68

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

Hummer Financial Advisory Services's IBM Position: Q2 2026 in Review

Hummer Financial Advisory Services held its IBM (IBM) position steady in Q2 2026 at 1,902 shares worth $535K. The position accounts for 0.35% of the portfolio, ranked #63.

Hummer Financial Advisory Services first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $608K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Hummer Financial Advisory Services held 1,902 shares of IBM worth $535K as of Q2 2026.
  • Hummer Financial Advisory Services left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.35% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #63 holding.
  • Hummer Financial Advisory Services first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Hummer Financial Advisory Services's IBM position peaked at $608K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.