Isthmus Partners’s IBM IBM Stock Holding History

Isthmus Partners’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	$614K	Hold	2,183	–	–	0.06%	144
2026 Q1	$529K	Hold	2,183	–	–	0.06%	142
2025 Q4	$647K	Sell	2,183 -600	-22%	-$180K	0.07%	133
2025 Q3	$785K	Buy	2,783 +235	+9%	+$61.5K	0.17%	67
2025 Q2	$751K	Buy	2,548 +927	+57%	+$239K	0.09%	125
2025 Q1	$403K	Hold	1,621	–	–	0.05%	158
2024 Q4	$356K	Buy	+1,621	New	+$361K	0.04%	165
2021 Q3	–	Sell	-1,069	Closed	-$150K	–	203
2021 Q2	$150K	Buy	+1,069	New	+$146K	0.03%	154
2019 Q4	–	Sell	-1,506	Closed	-$209K	–	142
2019 Q3	$209K	Buy	+1,506	New	+$203K	0.05%	135
2019 Q2	–	Sell	-17,447	Closed	-$1.04M	–	164
2019 Q1	$1.04M	Buy	+17,447	New	+$2.22M	0.25%	79
2018 Q4	–	Sell	-1,121	Closed	-$162K	–	204
2018 Q3	$162K	Hold	1,121	–	–	0.04%	130
2018 Q2	$150K	Hold	1,121	–	–	0.04%	133
2018 Q1	$164K	Hold	1,121	–	–	0.04%	131
2017 Q4	$164K	Hold	1,121	–	–	0.04%	135
2017 Q3	$156K	Hold	1,121	–	–	0.04%	136
2017 Q2	$165K	Sell	1,121 -6	-0.5%	-$905	0.05%	137
2017 Q1	$188K	Hold	1,127	–	–	0.06%	133
2016 Q4	$179K	Hold	1,127	–	–	0.05%	135
2016 Q3	$166K	Buy	1,127 +314	+39%	+$47.6K	0.05%	131
2016 Q2	$118K	Hold	813	–	–	0.04%	139
2016 Q1	$118K	Hold	813	–	–	0.04%	139
2015 Q4	$107K	Hold	813	–	–	0.04%	145
2015 Q3	$113K	Hold	813	–	–	0.04%	146
2015 Q2	$126K	Hold	813	–	–	0.04%	145
2015 Q1	$125K	Hold	813	–	–	0.04%	143
2014 Q4	$125K	Buy	+813	New	+$129K	0.04%	147

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Isthmus Partners's IBM Position: Q2 2026 in Review

Isthmus Partners held its IBM (IBM) position steady in Q2 2026 at 2,183 shares worth $614K. The position accounts for 0.06% of the portfolio, ranked #144.

Isthmus Partners first reported a position in IBM in Q4 2014 and has held it in 26 quarters since. The position peaked at $1.04M in Q1 2019. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Isthmus Partners held 2,183 shares of IBM worth $614K as of Q2 2026.
Isthmus Partners left its IBM share count unchanged in Q2 2026.
IBM made up 0.06% of Isthmus Partners's portfolio in Q2 2026, its #144 holding.
Isthmus Partners first reported a position in IBM in Q4 2014 and has held it in 26 quarters since.
Isthmus Partners's IBM position peaked at $1.04M in Q1 2019.
1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.