Intact Investment Management’s IBM IBM Stock Holding History

Intact Investment 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	$4.92M	Sell	17,500 -6,100	-26%	-$1.54M	0.14%	133
2026 Q1	$5.72M	Hold	23,600	–	–	0.16%	124
2025 Q4	$6.99M	Sell	23,600 -4,800	-17%	-$1.44M	0.2%	103
2025 Q3	$8.01M	Hold	28,400	–	–	0.24%	88
2025 Q2	$8.37M	Sell	28,400 -4,300	-13%	-$1.11M	0.28%	80
2025 Q1	$8.13M	Hold	32,700	–	–	0.28%	85
2024 Q4	$7.19M	Sell	32,700 -13,900	-30%	-$3.1M	0.25%	95
2024 Q3	$10.3M	Buy	46,600 +4,800	+11%	+$941K	0.34%	76
2024 Q2	$7.23M	Sell	41,800 -18,500	-31%	-$3.21M	0.27%	90
2024 Q1	$11.5M	Hold	60,300	–	–	0.45%	49
2023 Q4	$9.86M	Hold	60,300	–	–	0.4%	58
2023 Q3	$8.46M	Hold	60,300	–	–	0.37%	57
2023 Q2	$8.07M	Sell	60,300 -25,900	-30%	-$3.34M	0.33%	71
2023 Q1	$11.3M	Sell	86,200 -2,850	-3%	-$381K	0.47%	50
2022 Q4	$12.5M	Sell	89,050 -13,850	-13%	-$1.91M	0.54%	44
2022 Q3	$12.2M	Sell	102,900 -4,400	-4%	-$577K	0.4%	54
2022 Q2	$15.2M	Sell	107,300 -6,150	-5%	-$830K	0.47%	49
2022 Q1	$14.8M	Sell	113,450 -4,750	-4%	-$619K	0.37%	60
2021 Q4	$15.8M	Sell	118,200 -3,973	-3%	-$498K	0.4%	54
2021 Q3	$16.2M	Sell	122,173 -1,150	-0.9%	-$154K	0.45%	47
2021 Q2	$17.3M	Buy	123,323 +32,112	+35%	+$4.39M	0.49%	44
2021 Q1	$11.6M	Hold	91,211	–	–	0.35%	60
2020 Q4	$11M	Buy	91,211 +3,452	+4%	+$399K	0.35%	63
2020 Q3	$10.2M	Buy	87,759 +523	+0.6%	+$61.6K	0.35%	59
2020 Q2	$10.1M	Sell	87,236 -733	-0.8%	-$85.1K	0.38%	56
2020 Q1	$9.32M	Sell	87,969 -13,911	-14%	-$1.76M	0.41%	56
2019 Q4	$13M	Buy	101,880 +3,974	+4%	+$516K	0.44%	51
2019 Q3	$13.6M	Hold	97,906	–	–	0.48%	41
2019 Q2	$12.9M	Hold	97,906	–	–	0.46%	47
2019 Q1	$13.2M	Sell	97,906 -6,589	-6%	-$840K	0.47%	45
2018 Q4	$11.3M	Buy	104,495 +3,546	+4%	+$426K	0.46%	45
2018 Q3	$14.6M	Buy	100,949 +1,035	+1%	+$145K	0.52%	39
2018 Q2	$13.3M	Buy	99,914 +8,964	+10%	+$1.25M	0.48%	43
2018 Q1	$13.3M	Buy	90,950 +10,460	+13%	+$1.58M	0.52%	45
2017 Q4	$11.8M	Sell	80,490 -2,301	-3%	-$335K	0.48%	52
2017 Q3	$11.5M	Sell	82,791 -628	-0.8%	-$87.5K	0.5%	49
2017 Q2	$12.3M	Buy	83,419 +4,603	+6%	+$694K	0.54%	49
2017 Q1	$13.1M	Sell	78,816 -35,983	-31%	-$6.03M	0.53%	54
2016 Q4	$18.2M	Buy	114,799 +314	+0.3%	+$47.8K	0.68%	45
2016 Q3	$17.4M	Sell	114,485 -5,753	-5%	-$873K	0.66%	47
2016 Q2	$17.5M	Sell	120,238 -209	-0.2%	-$29.9K	0.71%	44
2016 Q1	$17.4M	Buy	120,447 +5,962	+5%	+$762K	0.71%	39
2015 Q4	$15.1M	Buy	114,485 +523	+0.5%	+$70.3K	0.67%	42
2015 Q3	$15.8M	Buy	113,962 +1,465	+1%	+$216K	0.7%	43
2015 Q2	$17.5M	Buy	112,497 +5,648	+5%	+$908K	0.72%	44
2015 Q1	$16.4M	Buy	106,849 +99,893	+1,436%	+$15.2M	0.66%	47
2014 Q4	$1.07M	Sell	6,956 -628	-8%	-$99.9K	0.04%	141
2014 Q3	$1.38M	Sell	7,584 -1,464	-16%	-$267K	0.06%	117
2014 Q2	$1.57M	Hold	9,048	–	–	0.06%	88
2014 Q1	$1.67M	Buy	9,048 +628	+7%	+$111K	0.07%	88
2013 Q4	$1.51M	Sell	8,420 -314	-4%	-$54.1K	0.07%	78
2013 Q3	$1.55M	Buy	8,734 +5,753	+193%	+$1.05M	0.08%	70
2013 Q2	$544K	Buy	+2,981	New	+$581K	0.03%	77

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Intact Investment Management's IBM Position: Q2 2026 in Review

Intact Investment Management reduced its IBM (IBM) stake by 26% in Q2 2026, selling an estimated $1.54M and leaving 17,500 shares worth $4.92M. The position accounts for 0.14% of the portfolio, ranked #133.

Intact Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.2M in Q4 2016. 2,008 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Intact Investment Management held 17,500 shares of IBM worth $4.92M as of Q2 2026.
Intact Investment Management sold 6,100 IBM shares in Q2 2026, an estimated $1.54M.
IBM made up 0.14% of Intact Investment Management's portfolio in Q2 2026, its #133 holding.
Intact Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Intact Investment Management's IBM position peaked at $18.2M in Q4 2016.
2,008 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.