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Kesler Norman & Wride’s IBM IBM Stock Holding History

Kesler Norman & Wride’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 		$2.14M Buy
7,610
+21
+0.3% +$5.29K 0.34% 76
2026
Q1 		$1.84M Buy
7,589
+1,115
+17% +$302K 0.32% 78
2025
Q4 		$1.92M Buy
6,474
+1,189
+22% +$356K 0.33% 69
2025
Q3 		$1.16M Sell
5,285
-851
-14% -$223K 0.23% 95
2025
Q2 		$1.81M Buy
6,136
+26
+0.4% +$6.7K 0.32% 71
2025
Q1 		$1.52M Buy
6,110
+825
+16% +$202K 0.29% 83
2024
Q4 		$1.16M Sell
5,285
-993
-16% -$221K 0.25% 90
2024
Q3 		$1.39M Buy
6,278
+3,908
+165% +$766K 0.27% 85
2024
Q2 		$410K Sell
2,370
-62
-3% -$10.8K 0.09% 145
2024
Q1 		$464K Sell
2,432
-35
-1% -$6.38K 0.1% 130
2023
Q4 		$403K Sell
2,467
-352
-12% -$53.2K 0.09% 133
2023
Q3 		$396K Sell
2,819
-1,711
-38% -$243K 0.1% 138
2023
Q2 		$606K Sell
4,530
-41
-0.9% -$5.29K 0.15% 126
2023
Q1 		$599K Sell
4,571
-112
-2% -$15K 0.15% 124
2022
Q4 		$660K Sell
4,683
-300
-6% -$41.4K 0.17% 119
2022
Q3 		$592K Sell
4,983
-352
-7% -$46.2K 0.17% 130
2022
Q2 		$753K Sell
5,335
-82
-2% -$11.1K 0.21% 112
2022
Q1 		$704K Buy
5,417
+29
+0.5% +$3.78K 0.16% 114
2021
Q4 		$720K Sell
5,388
-313
-5% -$39.3K 0.15% 118
2021
Q3 		$757K Sell
5,701
-75
-1% -$10K 0.18% 122
2021
Q2 		$778K Sell
5,776
-322
-5% -$44K 0.18% 123
2021
Q1 		$777K Sell
6,098
-15,432
-72% -$1.85M 0.19% 120
2020
Q4 		$2.59M Buy
+21,530
New +$2.49M 0.72% 59

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

Kesler Norman & Wride's IBM Position: Q2 2026 in Review

Kesler Norman & Wride increased its IBM (IBM) stake by 0.28% in Q2 2026, buying an estimated $5.29K and bringing the position to 7,610 shares worth $2.14M. The position accounts for 0.34% of the portfolio, ranked #76.

Kesler Norman & Wride first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.59M in Q4 2020. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kesler Norman & Wride held 7,610 shares of IBM worth $2.14M as of Q2 2026.
  • Kesler Norman & Wride bought 21 IBM shares in Q2 2026, an estimated $5.29K.
  • IBM made up 0.34% of Kesler Norman & Wride's portfolio in Q2 2026, its #76 holding.
  • Kesler Norman & Wride first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Kesler Norman & Wride's IBM position peaked at $2.59M in Q4 2020.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.