Investment Partners Asset Management’s IBM IBM Stock Holding History

Investment Partners Asset 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	$2.44M	Sell	8,694 -312	-3%	-$78.6K	1.36%	16
2026 Q1	$2.18M	Sell	9,006 -28	-0.3%	-$7.58K	1.35%	16
2025 Q4	$2.68M	Sell	9,034 -12	-0.1%	-$3.59K	1.67%	12
2025 Q3	$2.55M	Buy	9,046 +126	+1%	+$33K	1.68%	11
2025 Q2	$2.63M	Sell	8,920 -128	-1%	-$33K	1.83%	9
2025 Q1	$2.25M	Sell	9,048 -44	-0.5%	-$10.8K	1.77%	10
2024 Q4	$2M	Buy	9,092 +221	+2%	+$49.2K	1.57%	12
2024 Q3	$1.96M	Buy	8,871 +207	+2%	+$40.6K	1.61%	11
2024 Q2	$1.5M	Buy	8,664 +115	+1%	+$20K	1.34%	18
2024 Q1	$1.63M	Sell	8,549 -209	-2%	-$38.1K	1.47%	13
2023 Q4	$1.43M	Buy	+8,758	New	+$1.32M	1.43%	14

Other funds holding IBM

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Investment Partners Asset Management's IBM Position: Q2 2026 in Review

Investment Partners Asset Management reduced its IBM (IBM) stake by 3.5% in Q2 2026, selling an estimated $78.6K and leaving 8,694 shares worth $2.44M. The position accounts for 1.36% of the portfolio, ranked #16.

Investment Partners Asset Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.68M in Q4 2025. 1,362 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Investment Partners Asset Management held 8,694 shares of IBM worth $2.44M as of Q2 2026.
Investment Partners Asset Management sold 312 IBM shares in Q2 2026, an estimated $78.6K.
IBM made up 1.36% of Investment Partners Asset Management's portfolio in Q2 2026, its #16 holding.
Investment Partners Asset Management first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's IBM position peaked at $2.68M in Q4 2025.
1,362 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.