J.W. Burns & Co’s IBM IBM Stock Holding History

J.W. Burns & Co’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	$1.04M	Buy	3,683 +135	+4%	+$34K	0.11%	101
2026 Q1	$860K	Buy	3,548 +475	+15%	+$129K	0.1%	105
2025 Q4	$910K	Hold	3,073	–	–	0.1%	103
2025 Q3	$867K	Buy	3,073 +77	+3%	+$20.2K	0.1%	111
2025 Q2	$883K	Sell	2,996 -45	-1%	-$11.6K	0.11%	107
2025 Q1	$756K	Sell	3,041 -5	-0.2%	-$1.22K	0.1%	113
2024 Q4	$670K	Sell	3,046 -25	-0.8%	-$5.57K	0.09%	123
2024 Q3	$679K	Buy	3,071 +500	+19%	+$98K	0.09%	120
2024 Q2	$445K	Hold	2,571	–	–	0.06%	141
2024 Q1	$491K	Buy	2,571 +250	+11%	+$45.6K	0.07%	140
2023 Q4	$380K	Sell	2,321 -125	-5%	-$18.9K	0.06%	145
2023 Q3	$343K	Hold	2,446	–	–	0.06%	146
2023 Q2	$327K	Sell	2,446 -125	-5%	-$16.1K	0.05%	144
2023 Q1	$337K	Sell	2,571 -11	-0.4%	-$1.47K	0.06%	145
2022 Q4	$364K	Buy	2,582 +11	+0.4%	+$1.52K	0.07%	135
2022 Q3	$305K	Hold	2,571	–	–	0.06%	141
2022 Q2	$363K	Hold	2,571	–	–	0.07%	133
2022 Q1	$334K	Sell	2,571 -15	-0.6%	-$1.96K	0.05%	144
2021 Q4	$346K	Sell	2,586 -119	-4%	-$14.9K	0.05%	148
2021 Q3	$359K	Sell	2,705 -10	-0.4%	-$1.34K	0.06%	144
2021 Q2	$381K	Hold	2,715	–	–	0.06%	147
2021 Q1	$346K	Buy	2,715 +36	+1%	+$4.31K	0.06%	148
2020 Q4	$322K	Buy	2,679 +16	+0.6%	+$1.85K	0.06%	143
2020 Q3	$310K	Buy	2,663 +575	+28%	+$67.7K	0.06%	137
2020 Q2	$241K	Hold	2,088	–	–	0.05%	139
2020 Q1	$221K	Buy	2,088 +105	+5%	+$13.3K	0.06%	133
2019 Q4	$254K	Sell	1,983 -105	-5%	-$13.6K	0.05%	146
2019 Q3	$290K	Hold	2,088	–	–	0.07%	139
2019 Q2	$275K	Hold	2,088	–	–	0.06%	144
2019 Q1	$282K	Buy	2,088 +131	+7%	+$16.7K	0.07%	139
2018 Q4	$213K	Buy	1,957 +59	+3%	+$7.08K	0.06%	144
2018 Q3	$274K	Sell	1,898 -94	-5%	-$13.1K	0.06%	145
2018 Q2	$266K	Buy	1,992 +172	+9%	+$24K	0.07%	146
2018 Q1	$267K	Sell	1,820 -47	-3%	-$7.11K	0.07%	146
2017 Q4	$274K	Sell	1,867 -3,328	-64%	-$484K	0.07%	138
2017 Q3	$721K	Sell	5,195 -1,072	-17%	-$149K	0.19%	102
2017 Q2	$922K	Sell	6,267 -919	-13%	-$139K	0.25%	90
2017 Q1	$1.2M	Sell	7,186 -364	-5%	-$61K	0.33%	76
2016 Q4	$1.2M	Sell	7,550 -1,336	-15%	-$204K	0.35%	71
2016 Q3	$1.35M	Sell	8,886 -314	-3%	-$47.6K	0.42%	70
2016 Q2	$1.33M	Sell	9,200 -384	-4%	-$55K	0.41%	71
2016 Q1	$1.39M	Sell	9,584 -1,909	-17%	-$244K	0.44%	65
2015 Q4	$1.51M	Sell	11,493 -2,391	-17%	-$321K	0.48%	65
2015 Q3	$1.92M	Sell	13,884 -6,987	-33%	-$1.03M	0.66%	52
2015 Q2	$3.25M	Sell	20,871 -1,118	-5%	-$180K	1.06%	32
2015 Q1	$3.37M	Sell	21,989 -3,732	-15%	-$566K	1.11%	28
2014 Q4	$3.94M	Sell	25,721 -5,492	-18%	-$874K	1.3%	23
2014 Q3	$5.67M	Sell	31,213 -561	-2%	-$102K	1.91%	13
2014 Q2	$5.51M	Sell	31,774 -46	-0.1%	-$8.28K	1.83%	12
2014 Q1	$5.86M	Buy	31,820 +1,981	+7%	+$349K	2.08%	11
2013 Q4	$5.35M	Buy	29,839 +8,425	+39%	+$1.45M	1.86%	14
2013 Q3	$3.79M	Buy	21,414 +2,505	+13%	+$455K	1.45%	19
2013 Q2	$3.46M	Buy	+18,909	New	+$3.68M	1.42%	18

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

J.W. Burns & Co's IBM Position: Q2 2026 in Review

J.W. Burns & Co increased its IBM (IBM) stake by 3.8% in Q2 2026, buying an estimated $34K and bringing the position to 3,683 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #101.

J.W. Burns & Co first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.86M in Q1 2014. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

J.W. Burns & Co held 3,683 shares of IBM worth $1.04M as of Q2 2026.
J.W. Burns & Co bought 135 IBM shares in Q2 2026, an estimated $34K.
IBM made up 0.11% of J.W. Burns & Co's portfolio in Q2 2026, its #101 holding.
J.W. Burns & Co first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
J.W. Burns & Co's IBM position peaked at $5.86M in Q1 2014.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.