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Linscomb Wealth’s IBM IBM Stock Holding History

Linscomb Wealth’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 		$4.78M Buy
17,016
+11,952
+236% +$3.01M 0.21% 98
2026
Q1 		$1.23M Sell
5,064
-1,775
-26% -$480K 0.05% 181
2025
Q4 		$2.03M Sell
6,839
-71
-1% -$21.3K 0.09% 144
2025
Q3 		$1.95M Sell
6,910
-443
-6% -$116K 0.08% 148
2025
Q2 		$2.17M Sell
7,353
-568
-7% -$146K 0.1% 144
2025
Q1 		$1.97M Sell
7,921
-1,297
-14% -$317K 0.1% 142
2024
Q4 		$2.03M Sell
9,218
-2,088
-18% -$465K 0.1% 142
2024
Q3 		$2.5M Sell
11,306
-8,290
-42% -$1.63M 0.12% 127
2024
Q2 		$3.39M Sell
19,596
-27,698
-59% -$4.81M 0.18% 108
2024
Q1 		$9.03M Sell
47,294
-844
-2% -$154K 0.46% 49
2023
Q4 		$7.87M Sell
48,138
-1,268
-3% -$192K 0.43% 54
2023
Q3 		$6.93M Sell
49,406
-3,134
-6% -$446K 0.41% 62
2023
Q2 		$7.03M Sell
52,540
-2,470
-4% -$319K 0.38% 65
2023
Q1 		$7.21M Sell
55,010
-553
-1% -$74K 0.38% 67
2022
Q4 		$7.83M Buy
55,563
+203
+0.4% +$28K 0.4% 60
2022
Q3 		$6.58M Buy
55,360
+1,755
+3% +$230K 0.4% 64
2022
Q2 		$7.57M Buy
53,605
+2,089
+4% +$282K 0.43% 64
2022
Q1 		$6.7M Buy
51,516
+1,629
+3% +$212K 0.32% 75
2021
Q4 		$6.67M Sell
49,887
-1,648
-3% -$207K 0.32% 75
2021
Q3 		$6.84M Buy
51,535
+1,667
+3% +$223K 0.35% 76
2021
Q2 		$6.99M Buy
49,868
+3,363
+7% +$460K 0.36% 74
2021
Q1 		$5.92M Buy
46,505
+2,626
+6% +$314K 0.32% 76
2020
Q4 		$5.28M Buy
43,879
+2,677
+6% +$309K 0.32% 77
2020
Q3 		$4.79M Buy
41,202
+1,431
+4% +$168K 0.33% 74
2020
Q2 		$4.59M Buy
39,771
+7,916
+25% +$919K 0.34% 73
2020
Q1 		$3.38M Buy
31,855
+3,729
+13% +$472K 0.3% 69
2019
Q4 		$3.6M Buy
28,126
+639
+2% +$83K 0.24% 81
2019
Q3 		$3.82M Buy
27,487
+1,065
+4% +$144K 0.31% 69
2019
Q2 		$3.48M Buy
26,422
+350
+1% +$46K 0.29% 66
2019
Q1 		$3.52M Buy
26,072
+3,996
+18% +$509K 0.3% 64
2018
Q4 		$2.4M Sell
22,076
-5,554
-20% -$667K 0.23% 75
2018
Q3 		$3.99M Buy
27,630
+457
+2% +$63.9K 0.33% 56
2018
Q2 		$3.63M Buy
27,173
+801
+3% +$112K 0.31% 57
2018
Q1 		$3.87M Buy
26,372
+22,968
+675% +$3.48M 0.33% 50
2017
Q4 		$499K Sell
3,404
-225
-6% -$32.7K 0.04% 174
2017
Q3 		$503K Sell
3,629
-302
-8% -$42.1K 0.04% 170
2017
Q2 		$578K Sell
3,931
-1,148
-23% -$173K 0.05% 153
2017
Q1 		$846K Buy
5,079
+564
+12% +$94.6K 0.08% 119
2016
Q4 		$716K Buy
4,515
+257
+6% +$39.1K 0.07% 132
2016
Q3 		$647K Buy
4,258
+500
+13% +$75.9K 0.06% 140
2016
Q2 		$545K Buy
3,758
+288
+8% +$41.2K 0.05% 153
2016
Q1 		$502K Sell
3,470
-209
-6% -$26.7K 0.05% 156
2015
Q4 		$484K Buy
3,679
+277
+8% +$37.2K 0.05% 160
2015
Q3 		$471K Sell
3,402
-86
-2% -$12.7K 0.06% 163
2015
Q2 		$542K Hold
3,488
– – 0.06% 162
2015
Q1 		$535K Sell
3,488
-322
-8% -$48.8K 0.06% 165
2014
Q4 		$584K Sell
3,810
-692
-15% -$110K 0.06% 150
2014
Q3 		$817K Buy
4,502
+2
+0% +$364 0.09% 124
2014
Q2 		$780K Sell
4,500
-120
-3% -$21.6K 0.08% 128
2014
Q1 		$850K Sell
4,620
-244
-5% -$43K 0.09% 121
2013
Q4 		$872K Sell
4,864
-601
-11% -$104K 0.11% 112
2013
Q3 		$968K Buy
5,465
+212
+4% +$38.5K 0.13% 91
2013
Q2 		$960K Buy
+5,253
New +$1.02M 0.13% 87

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

Linscomb Wealth's IBM Position: Q2 2026 in Review

Linscomb Wealth increased its IBM (IBM) stake by 236% in Q2 2026, buying an estimated $3.01M and bringing the position to 17,016 shares worth $4.78M. The position accounts for 0.21% of the portfolio, ranked #98.

Linscomb Wealth first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.03M in Q1 2024. 1,901 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Linscomb Wealth held 17,016 shares of IBM worth $4.78M as of Q2 2026.
  • Linscomb Wealth bought 11,952 IBM shares in Q2 2026, an estimated $3.01M.
  • IBM made up 0.21% of Linscomb Wealth's portfolio in Q2 2026, its #98 holding.
  • Linscomb Wealth first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Linscomb Wealth's IBM position peaked at $9.03M in Q1 2024.
  • 1,901 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.