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Ipswich Investment Management’s IBM IBM Stock Holding History

Ipswich 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 		$3.01M Sell
10,705
-28
-0.3% -$7.05K 0.64% 37
2026
Q1 		$2.6M Sell
10,733
-57
-0.5% -$15.4K 0.61% 39
2025
Q4 		$3.2M Sell
10,790
-950
-8% -$285K 0.74% 36
2025
Q3 		$3.31M Sell
11,740
-1,782
-13% -$466K 0.77% 37
2025
Q2 		$3.99M Sell
13,522
-980
-7% -$252K 0.96% 31
2025
Q1 		$3.61M Sell
14,502
-250
-2% -$61.2K 0.89% 30
2024
Q4 		$3.24M Sell
14,752
-792
-5% -$176K 0.78% 39
2024
Q3 		$3.44M Sell
15,544
-100
-0.6% -$19.6K 0.8% 37
2024
Q2 		$2.71M Sell
15,644
-73
-0.5% -$12.7K 0.63% 43
2024
Q1 		$3M Sell
15,717
-150
-0.9% -$27.4K 0.7% 41
2023
Q4 		$2.6M Buy
15,867
+178
+1% +$26.9K 0.66% 45
2023
Q3 		$2.2M Sell
15,689
-50
-0.3% -$7.11K 0.6% 47
2023
Q2 		$2.11M Buy
15,739
+110
+0.7% +$14.2K 0.55% 52
2023
Q1 		$2.05M Buy
15,629
+250
+2% +$33.4K 0.56% 53
2022
Q4 		$2.17M Sell
15,379
-45
-0.3% -$6.21K 0.62% 47
2022
Q3 		$1.83M Sell
15,424
-1,825
-11% -$240K 0.58% 53
2022
Q2 		$2.44M Hold
17,249
– – 0.7% 43
2022
Q1 		$2.24M Buy
17,249
+15
+0.1% +$1.96K 0.56% 55
2021
Q4 		$2.3M Sell
17,234
-5,498
-24% -$690K 0.54% 59
2021
Q3 		$3.02M Buy
22,732
+194
+0.9% +$25.9K 0.77% 45
2021
Q2 		$3.16M Buy
22,538
+654
+3% +$89.4K 0.81% 42
2021
Q1 		$2.79M Buy
21,884
+83
+0.4% +$9.93K 0.78% 44
2020
Q4 		$2.62M Buy
21,801
+1,342
+7% +$155K 0.79% 43
2020
Q3 		$2.38M Buy
20,459
+2,537
+14% +$299K 0.76% 43
2020
Q2 		$2.07M Buy
17,922
+3,159
+21% +$367K 0.71% 44
2020
Q1 		$1.57M Buy
14,763
+314
+2% +$39.7K 0.62% 49
2019
Q4 		$1.85M Sell
14,449
-42
-0.3% -$5.46K 0.54% 53
2019
Q3 		$2.02M Sell
14,491
-314
-2% -$42.4K 0.64% 51
2019
Q2 		$1.95M Sell
14,805
-45
-0.3% -$5.91K 0.62% 50
2019
Q1 		$2M Buy
14,850
+235
+2% +$30K 0.65% 46
2018
Q4 		$1.59M Sell
14,615
-58
-0.4% -$6.96K 0.58% 51
2018
Q3 		$2.12M Buy
14,673
+207
+1% +$28.9K 0.72% 48
2018
Q2 		$1.93M Buy
14,466
+6,851
+90% +$955K 0.89% 45
2018
Q1 		$1.12M Sell
7,615
-52
-0.7% -$7.87K 0.47% 60
2017
Q4 		$1.13M Sell
7,667
-126
-2% -$18.3K 0.48% 60
2017
Q3 		$1.08M Hold
7,793
– – 0.49% 55
2017
Q2 		$1.15M Sell
7,793
-525
-6% -$79.2K 0.54% 56
2017
Q1 		$1.39M Sell
8,318
-21
-0.3% -$3.52K 0.6% 50
2016
Q4 		$1.32M Hold
8,339
– – 0.6% 51
2016
Q3 		$1.27M Hold
8,339
– – 0.62% 51
2016
Q2 		$1.21M Sell
8,339
-157
-2% -$22.5K 0.6% 52
2016
Q1 		$1.2M Sell
8,496
-900
-10% -$115K 0.57% 52
2015
Q4 		$1.24M Sell
9,396
-170
-2% -$22.8K 0.56% 54
2015
Q3 		$1.33M Buy
9,566
+760
+9% +$112K 0.63% 48
2015
Q2 		$1.37M Sell
8,806
-691
-7% -$111K 0.62% 51
2015
Q1 		$1.46M Sell
9,497
-209
-2% -$31.7K 0.64% 49
2014
Q4 		$1.49M Sell
9,706
-837
-8% -$133K 0.63% 49
2014
Q3 		$1.91M Sell
10,543
-2,081
-16% -$379K 0.81% 45
2014
Q2 		$2.19M Buy
12,624
+1,247
+11% +$224K 0.85% 46
2014
Q1 		$2.09M Sell
11,377
-6,787
-37% -$1.19M 0.9% 44
2013
Q4 		$3.26M Sell
18,164
-260
-1% -$44.8K 1.36% 30
2013
Q3 		$3.26M Sell
18,424
-170
-0.9% -$30.9K 1.47% 25
2013
Q2 		$3.4M Buy
+18,594
New +$3.62M 1.47% 25

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

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

Ipswich Investment Management reduced its IBM (IBM) stake by 0.26% in Q2 2026, selling an estimated $7.05K and leaving 10,705 shares worth $3.01M. The position accounts for 0.64% of the portfolio, ranked #37.

Ipswich Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.99M in Q2 2025. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Ipswich Investment Management held 10,705 shares of IBM worth $3.01M as of Q2 2026.
  • Ipswich Investment Management sold 28 IBM shares in Q2 2026, an estimated $7.05K.
  • IBM made up 0.64% of Ipswich Investment Management's portfolio in Q2 2026, its #37 holding.
  • Ipswich Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Ipswich Investment Management's IBM position peaked at $3.99M in Q2 2025.
  • 1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.