Knights of Columbus Asset Advisors’s IBM IBM Stock Holding History

Knights of Columbus Asset Advisors’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	$14.3M	Sell	50,929 -519	-1%	-$131K	0.72%	28
2026 Q1	$12.5M	Buy	51,448 +4,047	+9%	+$1.1M	0.7%	30
2025 Q4	$14M	Sell	47,401 -613	-1%	-$184K	0.8%	24
2025 Q3	$13.5M	Sell	48,014 -358	-0.7%	-$93.7K	0.78%	28
2025 Q2	$14.3M	Buy	48,372 +12,211	+34%	+$3.15M	0.86%	23
2025 Q1	$8.99M	Buy	36,161 +25,305	+233%	+$6.19M	0.62%	44
2024 Q4	$2.39M	Buy	+10,856	New	+$2.42M	0.16%	171
2020 Q2	–	Sell	-12,946	Closed	-$1.37M	–	364
2020 Q1	$1.37M	Buy	+12,946	New	+$1.64M	0.17%	182

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Knights of Columbus Asset Advisors's IBM Position: Q2 2026 in Review

Knights of Columbus Asset Advisors reduced its IBM (IBM) stake by 1% in Q2 2026, selling an estimated $131K and leaving 50,929 shares worth $14.3M. The position accounts for 0.72% of the portfolio, ranked #28.

Knights of Columbus Asset Advisors first reported a position in IBM in Q1 2020 and has held it in 8 quarters since. 1,875 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Knights of Columbus Asset Advisors held 50,929 shares of IBM worth $14.3M as of Q2 2026.
Knights of Columbus Asset Advisors sold 519 IBM shares in Q2 2026, an estimated $131K.
IBM made up 0.72% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #28 holding.
Knights of Columbus Asset Advisors first reported a position in IBM in Q1 2020 and has held it in 8 quarters since.
1,875 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.