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IRON Financial’s IBM IBM Stock Holding History

IRON Financial’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 		$354K Buy
1,258
+308
+32% +$77.6K 0.15% 90
2026
Q1 		$230K Buy
950
+11
+1% +$2.98K 0.1% 121
2025
Q4 		$278K Buy
939
+3
+0.3% +$898 0.13% 100
2025
Q3 		$264K Sell
936
-101
-10% -$26.4K 0.13% 100
2025
Q2 		$306K Buy
1,037
+12
+1% +$3.09K 0.16% 88
2025
Q1 		$255K Sell
1,025
-10
-1% -$2.45K 0.14% 87
2024
Q4 		$228K Buy
1,035
+1
+0.1% +$223 0.13% 86
2024
Q3 		$229K Buy
+1,034
New +$203K 0.12% 87
2024
Q1 		– Sell
-4,707
Closed -$770K – 108
2023
Q4 		$770K Sell
4,707
-212
-4% -$32K 0.44% 40
2023
Q3 		$690K Buy
4,919
+3,182
+183% +$453K 0.4% 46
2023
Q2 		$232K Sell
1,737
-17
-1% -$2.19K 0.12% 84
2023
Q1 		$230K Sell
1,754
-95
-5% -$12.7K 0.13% 83
2022
Q4 		$261K Buy
1,849
+78
+4% +$10.8K 0.15% 73
2022
Q3 		$210K Buy
1,771
+198
+13% +$26K 0.12% 87
2022
Q2 		$222K Buy
+1,573
New +$212K 0.12% 85
2018
Q4 		– Sell
-1,491
Closed -$215K – 81
2018
Q3 		$215K Buy
+1,491
New +$208K 0.14% 80
2018
Q2 		– Sell
-1,491
Closed -$219K – 94
2018
Q1 		$219K Buy
+1,491
New +$226K 0.14% 82
2015
Q1 		– Sell
-1,773
Closed -$2.72K – 81
2014
Q4 		$2.72K Buy
1,773
+507
+40% +$80.7K 0.27% 58
2014
Q3 		$230K Buy
+1,266
New +$231K 0.29% 53

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

IRON Financial's IBM Position: Q2 2026 in Review

IRON Financial increased its IBM (IBM) stake by 32% in Q2 2026, buying an estimated $77.6K and bringing the position to 1,258 shares worth $354K. The position accounts for 0.15% of the portfolio, ranked #90.

IRON Financial first reported a position in IBM in Q3 2014 and has held it in 19 quarters since. The position peaked at $770K in Q4 2023. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • IRON Financial held 1,258 shares of IBM worth $354K as of Q2 2026.
  • IRON Financial bought 308 IBM shares in Q2 2026, an estimated $77.6K.
  • IBM made up 0.15% of IRON Financial's portfolio in Q2 2026, its #90 holding.
  • IRON Financial first reported a position in IBM in Q3 2014 and has held it in 19 quarters since.
  • IRON Financial's IBM position peaked at $770K in Q4 2023.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.