Matrix Trust Company’s IBM IBM Stock Holding History

Matrix Trust Company’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	$1.48M	Sell	5,248 -215	-4%	-$54.2K	0.21%	50
2026 Q1	$1.32M	Buy	5,463 +181	+3%	+$49K	0.22%	49
2025 Q4	$1.56M	Sell	5,282 -528	-9%	-$158K	0.26%	46
2025 Q3	$1.64M	Buy	5,810 +3,778	+186%	+$989K	0.26%	52
2025 Q2	$599K	Buy	2,032 +64	+3%	+$16.5K	0.1%	82
2025 Q1	$489K	Buy	1,968 +377	+24%	+$92.2K	0.08%	85
2024 Q4	$350K	Buy	1,591 +1,306	+458%	+$291K	0.06%	75
2024 Q3	$63K	Buy	285 +215	+307%	+$42.2K	0.01%	84
2024 Q2	$12K	Buy	70 +36	+106%	+$6.25K	﹤0.01%	141
2024 Q1	$6K	Buy	+34	New	+$6.2K	﹤0.01%	83

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

Matrix Trust Company's IBM Position: Q2 2026 in Review

Matrix Trust Company reduced its IBM (IBM) stake by 3.9% in Q2 2026, selling an estimated $54.2K and leaving 5,248 shares worth $1.48M. The position accounts for 0.21% of the portfolio, ranked #50.

Matrix Trust Company first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.64M in Q3 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Matrix Trust Company held 5,248 shares of IBM worth $1.48M as of Q2 2026.
Matrix Trust Company sold 215 IBM shares in Q2 2026, an estimated $54.2K.
IBM made up 0.21% of Matrix Trust Company's portfolio in Q2 2026, its #50 holding.
Matrix Trust Company first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
Matrix Trust Company's IBM position peaked at $1.64M in Q3 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.