KIG
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Kennedy Investment Group’s IBM IBM Stock Holding History

Kennedy Investment Group’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 		$1.05M Buy
3,742
+157
+4% +$39.6K 0.36% 63
2026
Q1 		$869K Buy
3,585
+45
+1% +$12.2K 0.34% 71
2025
Q4 		$1.05M Buy
3,540
+439
+14% +$131K 0.4% 59
2025
Q3 		$875K Buy
3,101
+1
+0% +$262 0.35% 63
2025
Q2 		$914K Sell
3,100
-8
-0.3% -$2.06K 0.39% 61
2025
Q1 		$773K Buy
3,108
+15
+0.5% +$3.67K 0.36% 69
2024
Q4 		$680K Buy
3,093
+3
+0.1% +$668 0.31% 72
2024
Q3 		$683K Sell
3,090
-16
-0.5% -$3.14K 0.31% 74
2024
Q2 		$537K Buy
3,106
+205
+7% +$35.6K 0.27% 79
2024
Q1 		$554K Sell
2,901
-213
-7% -$38.9K 0.3% 77
2023
Q4 		$509K Buy
3,114
+106
+4% +$16K 0.28% 80
2023
Q3 		$422K Buy
3,008
+128
+4% +$18.2K 0.25% 86
2023
Q2 		$385K Buy
2,880
+180
+7% +$23.2K 0.23% 86
2023
Q1 		$354K Sell
2,700
-47
-2% -$6.29K 0.22% 90
2022
Q4 		$387K Buy
+2,747
New +$379K 0.25% 86

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

Kennedy Investment Group's IBM Position: Q2 2026 in Review

Kennedy Investment Group increased its IBM (IBM) stake by 4.4% in Q2 2026, buying an estimated $39.6K and bringing the position to 3,742 shares worth $1.05M. The position accounts for 0.36% of the portfolio, ranked #63.

Kennedy Investment Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kennedy Investment Group held 3,742 shares of IBM worth $1.05M as of Q2 2026.
  • Kennedy Investment Group bought 157 IBM shares in Q2 2026, an estimated $39.6K.
  • IBM made up 0.36% of Kennedy Investment Group's portfolio in Q2 2026, its #63 holding.
  • Kennedy Investment Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.