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Joel Isaacson & Co’s IBM IBM Stock Holding History

Joel Isaacson & 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 		$6.53M Buy
23,232
+224
+1% +$56.4K 0.19% 58
2026
Q1 		$5.58M Buy
23,008
+3,357
+17% +$908K 0.18% 58
2025
Q4 		$5.82M Buy
19,651
+465
+2% +$139K 0.19% 58
2025
Q3 		$5.41M Buy
19,186
+297
+2% +$77.7K 0.2% 58
2025
Q2 		$5.57M Buy
18,889
+1,130
+6% +$291K 0.23% 50
2025
Q1 		$4.42M Buy
17,759
+775
+5% +$190K 0.2% 54
2024
Q4 		$3.73M Buy
16,984
+390
+2% +$86.9K 0.17% 56
2024
Q3 		$3.67M Buy
16,594
+9
+0.1% +$1.76K 0.17% 57
2024
Q2 		$2.87M Buy
16,585
+754
+5% +$131K 0.15% 66
2024
Q1 		$3.02M Buy
15,831
+2,232
+16% +$407K 0.17% 60
2023
Q4 		$2.22M Buy
13,599
+222
+2% +$33.5K 0.14% 72
2023
Q3 		$1.88M Sell
13,377
-42
-0.3% -$5.98K 0.13% 74
2023
Q2 		$1.8M Buy
13,419
+137
+1% +$17.7K 0.12% 80
2023
Q1 		$1.74M Buy
13,282
+111
+0.8% +$14.8K 0.13% 77
2022
Q4 		$1.86M Buy
13,171
+1,003
+8% +$138K 0.14% 72
2022
Q3 		$1.45M Buy
12,168
+2,179
+22% +$286K 0.12% 80
2022
Q2 		$1.41M Buy
9,989
+930
+10% +$126K 0.12% 79
2022
Q1 		$1.14M Buy
9,059
+81
+0.9% +$10.6K 0.08% 102
2021
Q4 		$1.2M Sell
8,978
-539
-6% -$67.6K 0.08% 108
2021
Q3 		$1.26M Buy
9,517
+2,665
+39% +$356K 0.1% 98
2021
Q2 		$960K Sell
6,852
-697
-9% -$95.3K 0.07% 109
2021
Q1 		$962K Sell
7,549
-2,046
-21% -$245K 0.08% 97
2020
Q4 		$1.16M Sell
9,595
-319
-3% -$36.9K 0.11% 81
2020
Q3 		$1.15M Sell
9,914
-447
-4% -$52.6K 0.15% 75
2020
Q2 		$1.2M Sell
10,361
-495
-5% -$57.5K 0.17% 66
2020
Q1 		$1.15M Sell
10,856
-399
-4% -$50.5K 0.2% 57
2019
Q4 		$1.44M Buy
11,255
+16
+0.1% +$2.08K 0.19% 54
2019
Q3 		$1.56M Sell
11,239
-860
-7% -$116K 0.22% 44
2019
Q2 		$1.59M Buy
12,099
+564
+5% +$74.1K 0.23% 48
2019
Q1 		$1.56M Sell
11,535
-41
-0.4% -$5.23K 0.23% 53
2018
Q4 		$1.34M Buy
11,576
+853
+8% +$102K 0.21% 55
2018
Q3 		$1.55M Buy
10,723
+10
+0.1% +$1.4K 0.24% 42
2018
Q2 		$1.43M Sell
10,713
-434
-4% -$60.5K 0.24% 42
2018
Q1 		$1.64M Buy
11,147
+216
+2% +$32.7K 0.29% 37
2017
Q4 		$1.6M Buy
10,931
+125
+1% +$18.2K 0.28% 40
2017
Q3 		$1.5M Sell
10,806
-1,473
-12% -$205K 0.27% 40
2017
Q2 		$1.81M Sell
12,279
-424
-3% -$63.9K 0.34% 34
2017
Q1 		$2.12M Sell
12,703
-67
-0.5% -$11.2K 0.41% 29
2016
Q4 		$2.03M Buy
12,770
+9
+0.1% +$1.37K 0.41% 30
2016
Q3 		$1.94M Buy
12,761
+134
+1% +$20.3K 0.4% 26
2016
Q2 		$1.83M Sell
12,627
-224
-2% -$32.1K 0.39% 26
2016
Q1 		$1.86M Buy
12,851
+430
+3% +$54.9K 0.41% 27
2015
Q4 		$1.63M Sell
12,421
-1,900
-13% -$255K 0.4% 34
2015
Q3 		$1.99M Sell
14,321
-982
-6% -$145K 0.53% 21
2015
Q2 		$2.38M Sell
15,303
-721
-4% -$116K 0.61% 18
2015
Q1 		$2.46M Buy
16,024
+850
+6% +$129K 0.62% 20
2014
Q4 		$2.33M Sell
15,174
-194
-1% -$30.9K 0.63% 19
2014
Q3 		$2.79M Buy
15,368
+1,043
+7% +$190K 0.85% 15
2014
Q2 		$2.48M Sell
14,325
-1,431
-9% -$258K 0.78% 19
2014
Q1 		$2.9M Buy
15,756
+874
+6% +$154K 0.97% 15
2013
Q4 		$2.67M Sell
14,882
-191
-1% -$32.9K 0.97% 17
2013
Q3 		$2.67M Buy
15,073
+2,119
+16% +$385K 1.09% 13
2013
Q2 		$2.37M Buy
+12,954
New +$2.52M 1.11% 12

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Joel Isaacson & Co's IBM Position: Q2 2026 in Review

Joel Isaacson & Co increased its IBM (IBM) stake by 0.97% in Q2 2026, buying an estimated $56.4K and bringing the position to 23,232 shares worth $6.53M. The position accounts for 0.19% of the portfolio, ranked #58.

Joel Isaacson & Co first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. 2,004 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Joel Isaacson & Co held 23,232 shares of IBM worth $6.53M as of Q2 2026.
  • Joel Isaacson & Co bought 224 IBM shares in Q2 2026, an estimated $56.4K.
  • IBM made up 0.19% of Joel Isaacson & Co's portfolio in Q2 2026, its #58 holding.
  • Joel Isaacson & Co first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • 2,004 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.