MHR
IBM icon

Matthew Hamilton Rosenberg’s IBM IBM Stock Holding History

Matthew Hamilton Rosenberg’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 		$558K Buy
1,983
+105
+6% +$26.5K 0.1% 98
2026
Q1 		$455K Buy
1,878
+42
+2% +$11.4K 0.09% 100
2025
Q4 		$544K Hold
1,836
– – 0.11% 84
2025
Q3 		$518K Hold
1,836
– – 0.11% 83
2025
Q2 		$541K Sell
1,836
-175
-9% -$45.1K 0.13% 77
2025
Q1 		$500K Buy
2,011
+94
+5% +$23K 0.13% 75
2024
Q4 		$422K Sell
1,917
-3
-0.2% -$668 0.11% 84
2024
Q3 		$425K Hold
1,920
– – 0.11% 86
2024
Q2 		$336K Hold
1,920
– – 0.1% 106
2024
Q1 		$365K Sell
1,920
-195
-9% -$35.6K 0.11% 97
2023
Q4 		$346K Sell
2,115
-27
-1% -$4.08K 0.11% 101
2023
Q3 		$300K Buy
2,142
+97
+5% +$13.8K 0.1% 109
2023
Q2 		$274K Buy
2,045
+124
+6% +$16K 0.09% 125
2023
Q1 		$252K Sell
1,921
-179
-9% -$23.9K 0.08% 150
2022
Q4 		$296K Buy
2,100
+1
+0% +$138 0.1% 131
2022
Q3 		$249K Buy
2,099
+3
+0.1% +$394 0.1% 124
2022
Q2 		$296K Buy
2,096
+123
+6% +$16.6K 0.11% 111
2022
Q1 		$257K Buy
1,973
+83
+4% +$10.8K 0.09% 150
2021
Q4 		$253K Sell
1,890
-198
-9% -$24.8K 0.09% 146
2021
Q3 		$277K Buy
2,088
+44
+2% +$5.88K 0.11% 115
2021
Q2 		$286K Buy
2,044
+2
+0.1% +$273 0.15% 82
2021
Q1 		$160K Buy
2,042
+162
+9% +$19.4K 0.09% 156
2020
Q4 		$226K Buy
1,880
+75
+4% +$8.67K 0.14% 94
2020
Q3 		$210K Sell
1,805
-74
-4% -$8.71K 0.15% 85
2020
Q2 		$217K Buy
1,879
+27
+1% +$3.14K 0.17% 72
2020
Q1 		$197K Buy
+1,852
New +$234K 0.2% 57

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

Matthew Hamilton Rosenberg's IBM Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its IBM (IBM) stake by 5.6% in Q2 2026, buying an estimated $26.5K and bringing the position to 1,983 shares worth $558K. The position accounts for 0.1% of the portfolio, ranked #98.

Matthew Hamilton Rosenberg first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,983 shares of IBM worth $558K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 105 IBM shares in Q2 2026, an estimated $26.5K.
  • IBM made up 0.1% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #98 holding.
  • Matthew Hamilton Rosenberg first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.