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Marquette Asset Management’s IBM IBM Stock Holding History

Marquette 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 		$250K Buy
889
+100
+13% +$25.2K 0.03% 85
2026
Q1 		$191K Sell
789
-90
-10% -$24.4K 0.03% 55
2025
Q4 		$260K Sell
879
-125
-12% -$37.4K 0.04% 52
2025
Q3 		$283K Buy
1,004
+242
+32% +$63.3K 0.04% 48
2025
Q2 		$225K Hold
762
– – 0.04% 47
2025
Q1 		$189K Hold
762
– – 0.03% 60
2024
Q4 		$168K Sell
762
-87
-10% -$19.4K 0.03% 100
2024
Q3 		$188K Buy
849
+91
+12% +$17.8K 0.03% 106
2024
Q2 		$131K Hold
758
– – 0.02% 90
2024
Q1 		$145K Sell
758
-200
-21% -$36.5K 0.03% 89
2023
Q4 		$157K Sell
958
-108
-10% -$16.3K 0.03% 86
2023
Q3 		$150K Sell
1,066
-400
-27% -$56.9K 0.04% 82
2023
Q2 		$196K Hold
1,466
– – 0.05% 79
2023
Q1 		$192K Hold
1,466
– – 0.05% 83
2022
Q4 		$207K Buy
1,466
+455
+45% +$62.8K 0.06% 68
2022
Q3 		$120K Sell
1,011
-5
-0.5% -$656 0.04% 93
2022
Q2 		$143K Buy
1,016
+54
+6% +$7.29K 0.04% 97
2022
Q1 		$125K Buy
962
+636
+195% +$82.9K 0.03% 123
2021
Q4 		$44K Sell
326
-85
-21% -$10.7K 0.01% 194
2021
Q3 		$55K Hold
411
– – 0.01% 173
2021
Q2 		$58K Buy
411
+70
+21% +$9.57K 0.01% 160
2021
Q1 		$43K Buy
+341
New +$40.8K 0.01% 167
2015
Q3 		– Sell
-1,297
Closed -$202K – 86
2015
Q2 		$202K Buy
+1,297
New +$208K 0.08% 85
2015
Q1 		– Sell
-1,312
Closed -$201K – 90
2014
Q4 		$201K Hold
1,312
– – 0.08% 89
2014
Q3 		$238K Hold
1,312
– – 0.1% 76
2014
Q2 		$227K Hold
1,312
– – 0.09% 76
2014
Q1 		$241K Sell
1,312
-52
-4% -$9.15K 0.1% 74
2013
Q4 		$245K Buy
1,364
+12
+0.9% +$2.07K 0.1% 70
2013
Q3 		$239K Hold
1,352
– – 0.11% 68
2013
Q2 		$247K Buy
+1,352
New +$263K 0.12% 63

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Marquette Asset Management increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $25.2K and bringing the position to 889 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #85.

Marquette Asset Management first reported a position in IBM in Q2 2013 and has held it in 30 quarters since. The position peaked at $283K in Q3 2025. 984 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Marquette Asset Management held 889 shares of IBM worth $250K as of Q2 2026.
  • Marquette Asset Management bought 100 IBM shares in Q2 2026, an estimated $25.2K.
  • IBM made up 0.03% of Marquette Asset Management's portfolio in Q2 2026, its #85 holding.
  • Marquette Asset Management first reported a position in IBM in Q2 2013 and has held it in 30 quarters since.
  • Marquette Asset Management's IBM position peaked at $283K in Q3 2025.
  • 984 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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