Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.66M Sell
9,449
-46
-0.5% -$11.6K 1.13% 28
2026
Q1
$2.3M Buy
9,495
+956
+11% +$259K 1.09% 29
2025
Q4
$2.53M Sell
8,539
-119
-1% -$35.6K 1.07% 26
2025
Q3
$2.44M Sell
8,658
-20
-0.2% -$5.24K 1.05% 26
2025
Q2
$2.56M Buy
8,678
+271
+3% +$69.8K 1.05% 26
2025
Q1
$2.09M Sell
8,407
-194
-2% -$47.5K 1.02% 27
2024
Q4
$1.89M Sell
8,601
-486
-5% -$108K 0.9% 26
2024
Q3
$2.01M Sell
9,087
-120
-1% -$23.5K 1.03% 24
2024
Q2
$1.59M Sell
9,207
-1,505
-14% -$262K 0.86% 29
2024
Q1
$2.05M Buy
10,712
+2,548
+31% +$465K 1.27% 24
2023
Q4
$1.34M Buy
8,164
+413
+5% +$62.4K 0.82% 27
2023
Q3
$1.09M Buy
7,751
+396
+5% +$56.3K 0.91% 28
2023
Q2
$984K Sell
7,355
-741
-9% -$95.6K 0.69% 28
2023
Q1
$1.06M Buy
+8,096
New +$1.08M 0.72% 34
2020
Q4
Sell
-949
Closed -$110K 116
2020
Q3
$110K Sell
949
-16
-2% -$1.88K 0.12% 41
2020
Q2
$111K Buy
965
+268
+38% +$31.1K 0.14% 42
2020
Q1
$74K Buy
+697
New +$88.1K 0.1% 45
2013
Q4
Sell
-42
Closed -$7K 147
2013
Q3
$7K Buy
+42
New +$7.63K 0.02% 124

Other funds holding IBM

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

Kessler Investment Group reduced its IBM (IBM) stake by 0.48% in Q2 2026, selling an estimated $11.6K and leaving 9,449 shares worth $2.66M. The position accounts for 1.13% of the portfolio, ranked #28.

Kessler Investment Group first reported a position in IBM in Q3 2013 and has held it in 18 quarters since. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kessler Investment Group held 9,449 shares of IBM worth $2.66M as of Q2 2026.
  • Kessler Investment Group sold 46 IBM shares in Q2 2026, an estimated $11.6K.
  • IBM made up 1.13% of Kessler Investment Group's portfolio in Q2 2026, its #28 holding.
  • Kessler Investment Group first reported a position in IBM in Q3 2013 and has held it in 18 quarters since.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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