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McCollum Christoferson Group’s IBM IBM Stock Holding History

McCollum Christoferson Group’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 		$6.81M Buy
24,213
+22,176
+1,089% +$5.59M 2% 20
2026
Q1 		$494K Hold
2,037
– – 0.15% 56
2025
Q4 		$603K Buy
2,037
+258
+15% +$77.3K 0.17% 47
2025
Q3 		$502K Hold
1,779
– – 0.14% 49
2025
Q2 		$524K Hold
1,779
– – 0.16% 45
2025
Q1 		$442K Hold
1,779
– – 0.14% 50
2024
Q4 		$391K Hold
1,779
– – 0.12% 52
2024
Q3 		$393K Hold
1,779
– – 0.11% 53
2024
Q2 		$308K Hold
1,779
– – 0.09% 58
2024
Q1 		$340K Hold
1,779
– – 0.1% 53
2023
Q4 		$291K Buy
1,779
+300
+20% +$45.3K 0.09% 54
2023
Q3 		$208K Buy
+1,479
New +$210K 0.06% 66
2023
Q1 		– Sell
-1,589
Closed -$224K – 65
2022
Q4 		$224K Buy
+1,589
New +$219K 0.07% 61
2022
Q3 		– Sell
-1,589
Closed -$224K – 64
2022
Q2 		$224K Hold
1,589
– – 0.07% 62
2022
Q1 		$207K Hold
1,589
– – 0.05% 72
2021
Q4 		$212K Buy
1,589
+42
+3% +$5.27K 0.05% 71
2021
Q3 		$205K Hold
1,547
– – 0.05% 73
2021
Q2 		$217K Buy
+1,547
New +$212K 0.05% 71
2020
Q1 		– Sell
-1,737
Closed -$223K – 64
2019
Q4 		$223K Hold
1,737
– – 0.08% 65
2019
Q3 		$243K Sell
1,737
-74
-4% -$9.98K 0.09% 63
2019
Q2 		$239K Hold
1,811
– – 0.08% 62
2019
Q1 		$244K Sell
1,811
-455
-20% -$58K 0.09% 64
2018
Q4 		$246K Hold
2,266
– – 0.1% 61
2018
Q3 		$328K Sell
2,266
-31
-1% -$4.33K 0.12% 62
2018
Q2 		$307K Buy
2,297
+47
+2% +$6.55K 0.12% 62
2018
Q1 		$330K Sell
2,250
-176
-7% -$26.6K 0.14% 62
2017
Q4 		$356K Buy
+2,426
New +$353K 0.15% 61

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

McCollum Christoferson Group's IBM Position: Q2 2026 in Review

McCollum Christoferson Group increased its IBM (IBM) stake by 1,089% in Q2 2026, buying an estimated $5.59M and bringing the position to 24,213 shares worth $6.81M. The position accounts for 2% of the portfolio, ranked #20.

McCollum Christoferson Group first reported a position in IBM in Q4 2017 and has held it in 27 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • McCollum Christoferson Group held 24,213 shares of IBM worth $6.81M as of Q2 2026.
  • McCollum Christoferson Group bought 22,176 IBM shares in Q2 2026, an estimated $5.59M.
  • IBM made up 2% of McCollum Christoferson Group's portfolio in Q2 2026, its #20 holding.
  • McCollum Christoferson Group first reported a position in IBM in Q4 2017 and has held it in 27 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.