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InvesTrust’s IBM IBM Stock Holding History

InvesTrust’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 		$2.99M Sell
10,619
-381
-3% -$96K 1.15% 28
2026
Q1 		$2.67M Sell
11,000
-526
-5% -$142K 1.12% 30
2025
Q4 		$3.41M Sell
11,526
-871
-7% -$261K 1.32% 23
2025
Q3 		$3.5M Sell
12,397
-26
-0.2% -$6.81K 1.28% 26
2025
Q2 		$3.66M Sell
12,423
-21,200
-63% -$5.46M 1.41% 24
2025
Q1 		$8.36M Sell
33,623
-2,068
-6% -$506K 2.29% 10
2024
Q4 		$7.85M Buy
+35,691
New +$7.95M 2.18% 13

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

InvesTrust's IBM Position: Q2 2026 in Review

InvesTrust reduced its IBM (IBM) stake by 3.5% in Q2 2026, selling an estimated $96K and leaving 10,619 shares worth $2.99M. The position accounts for 1.15% of the portfolio, ranked #28.

InvesTrust first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.36M in Q1 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • InvesTrust held 10,619 shares of IBM worth $2.99M as of Q2 2026.
  • InvesTrust sold 381 IBM shares in Q2 2026, an estimated $96K.
  • IBM made up 1.15% of InvesTrust's portfolio in Q2 2026, its #28 holding.
  • InvesTrust first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's IBM position peaked at $8.36M in Q1 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.