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Investment House LLC’s IBM IBM Stock Holding History

Investment House LLC’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 		$4.02M Sell
14,305
-250
-2% -$63K 0.18% 89
2026
Q1 		$3.53M Buy
14,555
+155
+1% +$41.9K 0.18% 94
2025
Q4 		$4.27M Hold
14,400
– – 0.2% 85
2025
Q3 		$4.06M Sell
14,400
-100
-0.7% -$26.2K 0.19% 90
2025
Q2 		$4.27M Hold
14,500
– – 0.22% 85
2025
Q1 		$3.61M Sell
14,500
-75
-0.5% -$18.3K 0.21% 88
2024
Q4 		$3.2M Sell
14,575
-100
-0.7% -$22.3K 0.17% 91
2024
Q3 		$3.24M Buy
14,675
+75
+0.5% +$14.7K 0.18% 94
2024
Q2 		$2.53M Buy
14,600
+1,475
+11% +$256K 0.14% 95
2024
Q1 		$2.51M Buy
13,125
+8,900
+211% +$1.62M 0.15% 96
2023
Q4 		$691K Buy
4,225
+150
+4% +$22.7K 0.05% 135
2023
Q3 		$572K Hold
4,075
– – 0.05% 136
2023
Q2 		$545K Sell
4,075
-3,955
-49% -$510K 0.04% 143
2023
Q1 		$1.05M Buy
8,030
+400
+5% +$53.5K 0.09% 113
2022
Q4 		$1.07M Buy
7,630
+75
+1% +$10.3K 0.1% 95
2022
Q3 		$898K Buy
7,555
+125
+2% +$16.4K 0.08% 103
2022
Q2 		$1.05M Buy
7,430
+75
+1% +$10.1K 0.09% 99
2022
Q1 		$956K Sell
7,355
-625
-8% -$81.5K 0.07% 108
2021
Q4 		$1.07M Sell
7,980
-2,388
-23% -$300K 0.07% 111
2021
Q3 		$1.38M Sell
10,368
-2,385
-19% -$319K 0.1% 99
2021
Q2 		$1.79M Buy
12,753
+3,473
+37% +$475K 0.13% 95
2021
Q1 		$1.18M Sell
9,280
-11,768
-56% -$1.41M 0.09% 109
2020
Q4 		$2.53M Sell
21,048
-554
-3% -$64K 0.18% 88
2020
Q3 		$2.51M Sell
21,602
-265
-1% -$31.2K 0.2% 81
2020
Q2 		$2.52M Sell
21,867
-1,851
-8% -$215K 0.22% 81
2020
Q1 		$2.52M Sell
23,718
-797
-3% -$101K 0.29% 71
2019
Q4 		$3.14M Sell
24,515
-2,526
-9% -$328K 0.29% 73
2019
Q3 		$3.76M Buy
27,041
+131
+0.5% +$17.7K 0.38% 68
2019
Q2 		$3.55M Sell
26,910
-534
-2% -$70.2K 0.37% 68
2019
Q1 		$3.7M Sell
27,444
-1,548
-5% -$197K 0.4% 67
2018
Q4 		$3.15M Sell
28,992
-4,242
-13% -$509K 0.39% 71
2018
Q3 		$4.8M Sell
33,234
-679
-2% -$94.9K 0.51% 57
2018
Q2 		$4.53M Sell
33,913
-2,228
-6% -$311K 0.52% 56
2018
Q1 		$5.3M Sell
36,141
-6,603
-15% -$999K 0.65% 52
2017
Q4 		$6.27M Buy
42,744
+2,201
+5% +$320K 0.76% 40
2017
Q3 		$5.62M Buy
40,543
+10,769
+36% +$1.5M 0.73% 44
2017
Q2 		$4.38M Sell
29,774
-157
-0.5% -$23.7K 0.59% 56
2017
Q1 		$4.98M Buy
29,931
+15
+0.1% +$2.52K 0.7% 49
2016
Q4 		$4.75M Hold
29,916
– – 0.72% 49
2016
Q3 		$4.54M Hold
29,916
– – 0.68% 50
2016
Q2 		$4.34M Sell
29,916
-805
-3% -$115K 0.7% 54
2016
Q1 		$4.45M Buy
30,721
+157
+0.5% +$20.1K 0.71% 51
2015
Q4 		$4.02M Sell
30,564
-1,234
-4% -$166K 0.66% 56
2015
Q3 		$4.41M Sell
31,798
-1,093
-3% -$161K 0.77% 45
2015
Q2 		$5.11M Sell
32,891
-791
-2% -$127K 0.82% 43
2015
Q1 		$5.17M Sell
33,682
-6,559
-16% -$995K 0.83% 43
2014
Q4 		$6.17M Sell
40,241
-3,818
-9% -$607K 1% 33
2014
Q3 		$8M Sell
44,059
-455
-1% -$82.9K 1.33% 24
2014
Q2 		$7.71M Sell
44,514
-1,956
-4% -$352K 1.32% 22
2014
Q1 		$8.55M Sell
46,470
-12,530
-21% -$2.21M 1.52% 16
2013
Q4 		$10.6M Sell
59,000
-4,288
-7% -$739K 1.91% 10
2013
Q3 		$11.2M Sell
63,288
-16,841
-21% -$3.06M 2.27% 9
2013
Q2 		$14.6M Buy
+80,129
New +$15.6M 3.17% 5

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

Investment House LLC's IBM Position: Q2 2026 in Review

Investment House LLC reduced its IBM (IBM) stake by 1.7% in Q2 2026, selling an estimated $63K and leaving 14,305 shares worth $4.02M. The position accounts for 0.18% of the portfolio, ranked #89.

Investment House LLC first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.6M in Q2 2013. 1,783 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Investment House LLC held 14,305 shares of IBM worth $4.02M as of Q2 2026.
  • Investment House LLC sold 250 IBM shares in Q2 2026, an estimated $63K.
  • IBM made up 0.18% of Investment House LLC's portfolio in Q2 2026, its #89 holding.
  • Investment House LLC first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's IBM position peaked at $14.6M in Q2 2013.
  • 1,783 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.