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Kimelman & Baird’s IBM IBM Stock Holding History

Kimelman & Baird’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 		$30.4M Buy
108,096
+2,431
+2% +$612K 2.24% 19
2026
Q1 		$25.6M Buy
105,665
+746
+0.7% +$202K 2.11% 18
2025
Q4 		$31.1M Buy
104,919
+209
+0.2% +$62.6K 2.39% 17
2025
Q3 		$29.5M Buy
104,710
+945
+0.9% +$247K 2.31% 18
2025
Q2 		$30.6M Sell
103,765
-258
-0.2% -$66.5K 2.49% 17
2025
Q1 		$25.9M Buy
104,023
+437
+0.4% +$107K 2.2% 19
2024
Q4 		$22.8M Buy
103,586
+282
+0.3% +$62.8K 1.81% 20
2024
Q3 		$22.8M Buy
103,304
+120
+0.1% +$23.5K 1.82% 22
2024
Q2 		$17.8M Buy
+103,184
New +$17.9M 1.47% 26
2021
Q2 		$12M Buy
+85,641
New +$11.7M 1.07% 34
2017
Q4 		– Sell
-1,653
Closed -$229K – 120
2017
Q3 		$229K Hold
1,653
– – 0.03% 108
2017
Q2 		$243K Sell
1,653
-205
-11% -$30.9K 0.04% 108
2017
Q1 		$309K Buy
+1,858
New +$312K 0.05% 97
2014
Q4 		– Sell
-1,182
Closed -$215K – 119
2014
Q3 		$215K Buy
+1,182
New +$215K 0.04% 104
2014
Q2 		– Sell
-1,109
Closed -$204K – 115
2014
Q1 		$204K Sell
1,109
-15
-1% -$2.64K 0.04% 104
2013
Q4 		$202K Sell
1,124
-1,181
-51% -$204K 0.04% 98
2013
Q3 		$409K Buy
2,305
+805
+54% +$146K 0.08% 82
2013
Q2 		$274K Buy
+1,500
New +$292K 0.06% 89

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kimelman & Baird's IBM Position: Q2 2026 in Review

Kimelman & Baird increased its IBM (IBM) stake by 2.3% in Q2 2026, buying an estimated $612K and bringing the position to 108,096 shares worth $30.4M. The position accounts for 2.24% of the portfolio, ranked #19.

Kimelman & Baird first reported a position in IBM in Q2 2013 and has held it in 18 quarters since. The position peaked at $31.1M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kimelman & Baird held 108,096 shares of IBM worth $30.4M as of Q2 2026.
  • Kimelman & Baird bought 2,431 IBM shares in Q2 2026, an estimated $612K.
  • IBM made up 2.24% of Kimelman & Baird's portfolio in Q2 2026, its #19 holding.
  • Kimelman & Baird first reported a position in IBM in Q2 2013 and has held it in 18 quarters since.
  • Kimelman & Baird's IBM position peaked at $31.1M in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.