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Ironwood Financial’s IBM IBM Stock Holding History

Ironwood 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 		$3.13M Buy
10,776
+199
+2% +$50.1K 0.49% 49
2026
Q1 		$2.56M Buy
10,577
+10
+0.1% +$2.71K 0.45% 52
2025
Q4 		$3.3M Hold
10,567
– – 0.56% 44
2025
Q3 		$2.98M Sell
10,567
-10
-0.1% -$2.62K 0.53% 44
2025
Q2 		$2.63M Hold
10,577
– – 0.56% 46
2025
Q1 		$2.63M Sell
10,577
-5
-0% -$1.22K 0.56% 46
2024
Q4 		$2.33M Hold
10,582
– – 0.49% 46
2024
Q3 		$2.34M Buy
10,582
+425
+4% +$83.3K 0.49% 46
2024
Q2 		$1.76M Sell
10,157
-263
-3% -$45.7K 0.39% 49
2024
Q1 		$1.99M Buy
10,420
+40
+0.4% +$7.3K 0.46% 46
2023
Q4 		$1.7M Sell
10,380
-148
-1% -$22.4K 0.41% 49
2023
Q3 		$1.48M Hold
10,528
– – 0.4% 48
2023
Q2 		$1.41M Sell
10,528
-9
-0.1% -$1.16K 0.37% 51
2023
Q1 		$1.38M Sell
10,537
-14
-0.1% -$1.87K 0.39% 51
2022
Q4 		$1.49M Buy
10,551
+14
+0.1% +$1.93K 0.46% 45
2022
Q3 		$1.25M Hold
10,537
– – 0.42% 50
2022
Q2 		$1.49M Hold
10,537
– – 0.48% 46
2022
Q1 		$1.37M Sell
10,537
-19
-0.2% -$2.48K 0.39% 50
2021
Q4 		$1.41M Sell
10,556
-486
-4% -$61K 0.39% 49
2021
Q3 		$1.47M Sell
11,042
-322
-3% -$43K 0.43% 45
2021
Q2 		$1.59M Buy
11,364
+71
+0.6% +$9.71K 0.48% 37
2021
Q1 		$1.44M Buy
11,293
+223
+2% +$26.7K 0.47% 39
2020
Q4 		$1.33M Buy
11,070
+10,758
+3,448% +$1.24M 0.5% 33
2020
Q3 		$36K Hold
312
– – 0.02% 137
2020
Q2 		$36K Buy
312
+155
+99% +$18K 0.02% 125
2020
Q1 		$17K Buy
157
+105
+202% +$13.3K 0.01% 165
2019
Q4 		$7K Hold
52
– – ﹤0.01% 291
2019
Q3 		$7K Hold
52
– – ﹤0.01% 295
2019
Q2 		$7K Hold
52
– – ﹤0.01% 295
2019
Q1 		$7K Hold
52
– – ﹤0.01% 287
2018
Q4 		$6K Hold
52
– – ﹤0.01% 286
2018
Q3 		$8K Buy
+52
New +$7.27K ﹤0.01% 270

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Ironwood Financial's IBM Position: Q2 2026 in Review

Ironwood Financial increased its IBM (IBM) stake by 1.9% in Q2 2026, buying an estimated $50.1K and bringing the position to 10,776 shares worth $3.13M. The position accounts for 0.49% of the portfolio, ranked #49.

Ironwood Financial first reported a position in IBM in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.3M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Ironwood Financial held 10,776 shares of IBM worth $3.13M as of Q2 2026.
  • Ironwood Financial bought 199 IBM shares in Q2 2026, an estimated $50.1K.
  • IBM made up 0.49% of Ironwood Financial's portfolio in Q2 2026, its #49 holding.
  • Ironwood Financial first reported a position in IBM in Q3 2018 and has held it in 32 quarters since.
  • Ironwood Financial's IBM position peaked at $3.3M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.