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Loring Wolcott & Coolidge Fiduciary Advisors’s IBM IBM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$3.92M Buy
13,946
+400
+3% +$101K 0.04% 99
2026
Q1 		$3.13M Hold
13,546
– – 0.03% 103
2025
Q4 		$3.98M Sell
13,546
-25
-0.2% -$7.49K 0.04% 94
2025
Q3 		$3.87M Hold
13,571
– – 0.03% 94
2025
Q2 		$4M Sell
13,571
-926
-6% -$239K 0.04% 96
2025
Q1 		$3.56M Buy
14,497
+2,228
+18% +$545K 0.03% 99
2024
Q4 		$2.75M Sell
12,269
-78
-0.6% -$17.4K 0.02% 121
2024
Q3 		$2.7M Sell
12,347
-195
-2% -$38.2K 0.02% 124
2024
Q2 		$2.33M Buy
12,542
+488
+4% +$84.8K 0.02% 112
2024
Q1 		$2.19M Sell
12,054
-29
-0.2% -$5.29K 0.02% 111
2023
Q4 		$2.22M Sell
12,083
-93
-0.8% -$14.1K 0.02% 111
2023
Q3 		$1.79M Buy
12,176
+463
+4% +$65.9K 0.02% 120
2023
Q2 		$1.57M Sell
11,713
-977
-8% -$126K 0.02% 126
2023
Q1 		$1.66M Buy
12,690
+5
+0% +$669 0.02% 119
2022
Q4 		$1.79M Sell
12,685
-72
-0.6% -$9.93K 0.02% 115
2022
Q3 		$1.52M Sell
12,757
-300
-2% -$39.4K 0.02% 123
2022
Q2 		$1.84M Sell
13,057
-440
-3% -$59.4K 0.02% 117
2022
Q1 		$1.75M Sell
13,497
-660
-5% -$86.1K 0.02% 129
2021
Q4 		$1.89M Buy
14,157
+1,156
+9% +$145K 0.02% 131
2021
Q3 		$1.73M Buy
13,001
+1,381
+12% +$185K 0.02% 131
2021
Q2 		$1.63M Buy
11,620
+789
+7% +$108K 0.02% 142
2021
Q1 		$1.38M Sell
10,831
-691
-6% -$82.7K 0.02% 141
2020
Q4 		$1.39M Buy
11,522
+190
+2% +$22K 0.02% 135
2020
Q3 		$1.32M Buy
11,332
+504
+5% +$59.3K 0.02% 128
2020
Q2 		$1.25M Sell
10,828
-690
-6% -$80.1K 0.02% 125
2020
Q1 		$1.22M Sell
11,518
-708
-6% -$89.5K 0.02% 122
2019
Q4 		$1.57M Sell
12,226
-515
-4% -$66.9K 0.02% 127
2019
Q3 		$1.77M Buy
12,741
+588
+5% +$79.3K 0.03% 122
2019
Q2 		$1.6M Sell
12,153
-610
-5% -$80.1K 0.02% 128
2019
Q1 		$1.72M Sell
12,763
-2,285
-15% -$291K 0.03% 122
2018
Q4 		$1.64M Buy
15,048
+686
+5% +$82.3K 0.03% 121
2018
Q3 		$2.08M Sell
14,362
-836
-6% -$117K 0.03% 122
2018
Q2 		$2.03M Hold
15,198
– – 0.04% 119
2018
Q1 		$2.23M Sell
15,198
-1,064
-7% -$161K 0.04% 119
2017
Q4 		$2.38M Sell
16,262
-450
-3% -$65.4K 0.04% 116
2017
Q3 		$2.32M Sell
16,712
-370
-2% -$51.5K 0.04% 113
2017
Q2 		$2.36M Sell
17,082
-1,480
-8% -$223K 0.05% 109
2017
Q1 		$3.09M Sell
18,562
-3,112
-14% -$522K 0.06% 106
2016
Q4 		$3.44M Sell
21,674
-958
-4% -$146K 0.08% 104
2016
Q3 		$3.44M Buy
22,632
+423
+2% +$64.2K 0.08% 102
2016
Q2 		$3.22M Sell
22,209
-784
-3% -$112K 0.07% 105
2016
Q1 		$3.33M Sell
22,993
-4,956
-18% -$633K 0.08% 104
2015
Q4 		$3.68M Sell
27,949
-6,237
-18% -$838K 0.09% 104
2015
Q3 		$5.32M Hold
34,186
– – 0.14% 84
2015
Q2 		$5.32M Sell
34,186
-2,797
-8% -$450K 0.14% 84
2015
Q1 		$5.67M Sell
36,983
-7,322
-17% -$1.11M 0.14% 84
2014
Q4 		$6.8M Sell
44,305
-40,394
-48% -$6.43M 0.17% 83
2014
Q3 		$15.4M Sell
84,699
-27,815
-25% -$5.07M 0.42% 55
2014
Q2 		$19.5M Sell
112,514
-18,697
-14% -$3.37M 0.53% 49
2014
Q1 		$24.1M Sell
131,211
-34,927
-21% -$6.15M 0.66% 42
2013
Q4 		$29.8M Sell
166,138
-20,123
-11% -$3.47M 0.82% 38
2013
Q3 		$33M Buy
186,261
+2,949
+2% +$536K 1.01% 31
2013
Q2 		$33.5M Buy
+183,312
New +$35.7M 1.05% 32

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IBM Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its IBM (IBM) stake by 3% in Q2 2026, buying an estimated $101K and bringing the position to 13,946 shares worth $3.92M. The position accounts for 0.04% of the portfolio, ranked #99.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.5M in Q2 2013. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 13,946 shares of IBM worth $3.92M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors bought 400 IBM shares in Q2 2026, an estimated $101K.
  • IBM made up 0.04% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #99 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's IBM position peaked at $33.5M in Q2 2013.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.