Marotta Asset Management’s IBM IBM Stock Holding History

Marotta 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	$443K	Sell	1,547 -32	-2%	-$8.06K	0.07%	74
2026 Q1	$384K	Hold	1,579	–	–	0.07%	74
2025 Q4	$468K	Sell	1,579 -26	-2%	-$7.79K	0.09%	65
2025 Q3	$460K	Buy	1,605 +407	+34%	+$107K	0.09%	67
2025 Q2	$353K	Sell	1,198 -462	-28%	-$119K	0.07%	78
2025 Q1	$367K	Buy	1,660 +103	+7%	+$25.2K	0.07%	85
2024 Q4	$342K	Sell	1,557 -103	-6%	-$22.9K	0.07%	91
2024 Q3	$367K	Sell	1,660 -60	-3%	-$11.8K	0.07%	85
2024 Q2	$301K	Buy	+1,720	New	+$299K	0.06%	96
2022 Q4	–	Sell	-1,929	Closed	-$229K	–	110
2022 Q3	$229K	Hold	1,929	–	–	0.06%	93
2022 Q2	$272K	Buy	1,929 +156	+9%	+$21.1K	0.07%	89
2022 Q1	$231K	Buy	+1,773	New	+$231K	0.05%	102

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

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

Marotta Asset Management reduced its IBM (IBM) stake by 2% in Q2 2026, selling an estimated $8.06K and leaving 1,547 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #74.

Marotta Asset Management first reported a position in IBM in Q1 2022 and has held it in 12 quarters since. The position peaked at $468K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Marotta Asset Management held 1,547 shares of IBM worth $443K as of Q2 2026.
Marotta Asset Management sold 32 IBM shares in Q2 2026, an estimated $8.06K.
IBM made up 0.07% of Marotta Asset Management's portfolio in Q2 2026, its #74 holding.
Marotta Asset Management first reported a position in IBM in Q1 2022 and has held it in 12 quarters since.
Marotta Asset Management's IBM position peaked at $468K in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.