MB, Levis & Associates’s IBM IBM Stock Holding History

MB, Levis & Associates’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	$683K	Sell	2,427 -12	-0.5%	-$3.02K	0.25%	43
2026 Q1	$591K	Buy	2,439 +2	+0.1%	+$541	0.25%	42
2025 Q4	$722K	Buy	2,437 +1	+0%	+$299	0.3%	40
2025 Q3	$687K	Sell	2,436 -231	-9%	-$60.5K	0.3%	39
2025 Q2	$786K	Sell	2,667 -64	-2%	-$16.5K	0.35%	40
2025 Q1	$679K	Buy	2,731 +1	+0%	+$245	0.32%	42
2024 Q4	$600K	Buy	2,730 +2	+0.1%	+$445	0.3%	42
2024 Q3	$603K	Sell	2,728 -223	-8%	-$43.7K	0.3%	44
2024 Q2	$510K	Buy	2,951 +2	+0.1%	+$348	0.27%	44
2024 Q1	$563K	Buy	2,949 +2	+0.1%	+$365	0.3%	43
2023 Q4	$482K	Buy	2,947 +15	+0.5%	+$2.27K	0.28%	42
2023 Q3	$411K	Buy	2,932 +17	+0.6%	+$2.42K	0.27%	43
2023 Q2	$390K	Sell	2,915 -997	-25%	-$129K	0.25%	42
2023 Q1	$513K	Buy	3,912 +136	+4%	+$18.2K	0.36%	38
2022 Q4	$532K	Buy	+3,776	New	+$521K	0.42%	35

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

MB, Levis & Associates's IBM Position: Q2 2026 in Review

MB, Levis & Associates reduced its IBM (IBM) stake by 0.49% in Q2 2026, selling an estimated $3.02K and leaving 2,427 shares worth $683K. The position accounts for 0.25% of the portfolio, ranked #43.

MB, Levis & Associates first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $786K in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

MB, Levis & Associates held 2,427 shares of IBM worth $683K as of Q2 2026.
MB, Levis & Associates sold 12 IBM shares in Q2 2026, an estimated $3.02K.
IBM made up 0.25% of MB, Levis & Associates's portfolio in Q2 2026, its #43 holding.
MB, Levis & Associates first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
MB, Levis & Associates's IBM position peaked at $786K in Q2 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.