Koshinski Asset Management
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Koshinski Asset Management’s IBM IBM Stock Holding History

Koshinski Asset Management’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 		$1.68M Buy
5,991
+400
+7% +$101K 0.09% 201
2026
Q1 		$1.36M Buy
5,591
+379
+7% +$103K 0.08% 216
2025
Q4 		$1.54M Buy
5,212
+155
+3% +$46.4K 0.1% 190
2025
Q3 		$1.43M Buy
5,057
+260
+5% +$68.1K 0.1% 198
2025
Q2 		$1.41M Buy
4,797
+102
+2% +$26.3K 0.11% 186
2025
Q1 		$1.17M Buy
4,695
+238
+5% +$58.2K 0.1% 207
2024
Q4 		$980M Sell
4,457
-365
-8% -$81.3K 0.08% 244
2024
Q3 		$1.07M Sell
4,822
-252
-5% -$49.4K 0.09% 225
2024
Q2 		$895K Sell
5,074
-263
-5% -$45.7K 0.08% 236
2024
Q1 		$1.02M Sell
5,337
-1,199
-18% -$219K 0.1% 200
2023
Q4 		$1.07M Buy
6,536
+229
+4% +$34.6K 0.16% 174
2023
Q3 		$885K Buy
6,307
+170
+3% +$24.2K 0.1% 209
2023
Q2 		$821K Sell
6,137
-1,196
-16% -$154K 0.09% 236
2023
Q1 		$961K Sell
7,333
-358
-5% -$47.9K 0.09% 215
2022
Q4 		$1.08M Sell
7,691
-717
-9% -$98.9K 0.1% 222
2022
Q3 		$999K Sell
8,408
-118
-1% -$15.5K 0.12% 197
2022
Q2 		$1.2M Sell
8,526
-580
-6% -$78.3K 0.12% 196
2022
Q1 		$1.18M Buy
9,106
+90
+1% +$11.7K 0.1% 226
2021
Q4 		$1.21M Sell
9,016
-553
-6% -$69.4K 0.1% 225
2021
Q3 		$1.27M Buy
9,569
+1,438
+18% +$192K 0.11% 204
2021
Q2 		$1.14M Sell
8,131
-1,115
-12% -$152K 0.14% 173
2021
Q1 		$1.18M Buy
9,246
+13
+0.1% +$1.56K 0.12% 191
2020
Q4 		$1.11M Buy
9,233
+423
+5% +$48.9K 0.14% 179
2020
Q3 		$1.07K Buy
8,810
+142
+2% +$16.7K 0.14% 167
2020
Q2 		$1M Buy
8,668
+987
+13% +$115K 0.16% 164
2020
Q1 		$815K Buy
7,681
+860
+13% +$109K 0.17% 159
2019
Q4 		$866K Buy
6,821
+1,313
+24% +$171K 0.15% 211
2019
Q3 		$766K Buy
5,508
+615
+13% +$83K 0.53% 66
2019
Q2 		$645K Buy
4,893
+247
+5% +$32.4K 0.26% 116
2019
Q1 		$627 Sell
4,646
-1,199
-21% -$153K 0.17% 166
2018
Q4 		$635K Sell
5,845
-1,202
-17% -$144K 0.16% 185
2018
Q3 		$1.02M Buy
7,047
+3,044
+76% +$425K 0.15% 206
2018
Q2 		$535K Buy
4,003
+476
+13% +$66.4K 0.16% 192
2018
Q1 		$517K Sell
3,527
-2,772
-44% -$419K 0.16% 205
2017
Q4 		$924K Buy
6,299
+3,162
+101% +$460K 0.23% 144
2017
Q3 		$435K Buy
3,137
+86
+3% +$12K 0.14% 222
2017
Q2 		$449K Buy
3,051
+924
+43% +$139K 0.16% 206
2017
Q1 		$354K Sell
2,127
-58
-3% -$9.72K 0.14% 216
2016
Q4 		$347K Sell
2,185
-2,001
-48% -$305K 0.17% 193
2016
Q3 		$636K Sell
4,186
-588
-12% -$89.2K 0.32% 109
2016
Q2 		$693K Buy
4,774
+860
+22% +$123K 0.38% 93
2016
Q1 		$567K Buy
3,914
+19
+0.5% +$2.43K 0.37% 98
2015
Q4 		$513K Buy
3,895
+195
+5% +$26.2K 0.36% 92
2015
Q3 		$575K Sell
3,700
-784
-17% -$116K 0.37% 85
2015
Q2 		$639K Buy
4,484
+1,350
+43% +$217K 0.4% 72
2015
Q1 		$481K Buy
3,134
+6
+0.2% +$910 0.31% 91
2014
Q4 		$480K Buy
+3,128
New +$498K 0.27% 99

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

Koshinski Asset Management's IBM Position: Q2 2026 in Review

Koshinski Asset Management increased its IBM (IBM) stake by 7.2% in Q2 2026, buying an estimated $101K and bringing the position to 5,991 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #201.

Koshinski Asset Management first reported a position in IBM in Q4 2014 and has held it in 47 quarters since. The position peaked at $980M in Q4 2024. 1,832 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Koshinski Asset Management held 5,991 shares of IBM worth $1.68M as of Q2 2026.
  • Koshinski Asset Management bought 400 IBM shares in Q2 2026, an estimated $101K.
  • IBM made up 0.09% of Koshinski Asset Management's portfolio in Q2 2026, its #201 holding.
  • Koshinski Asset Management first reported a position in IBM in Q4 2014 and has held it in 47 quarters since.
  • Koshinski Asset Management's IBM position peaked at $980M in Q4 2024.
  • 1,832 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.