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McHugh Group’s IBM IBM Stock Holding History

McHugh 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 		$289K Hold
1,029
– – 0.15% 67
2026
Q1 		$249K Hold
1,029
– – 0.15% 67
2025
Q4 		$305K Hold
1,029
– – 0.17% 62
2025
Q3 		$290K Hold
1,029
– – 0.17% 60
2025
Q2 		$303K Hold
1,029
– – 0.2% 50
2025
Q1 		$256K Hold
1,029
– – 0.19% 51
2024
Q4 		$226K Buy
+1,029
New +$229K 0.17% 59

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

McHugh Group's IBM Position: Q2 2026 in Review

McHugh Group held its IBM (IBM) position steady in Q2 2026 at 1,029 shares worth $289K. The position accounts for 0.15% of the portfolio, ranked #67.

McHugh Group first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $305K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • McHugh Group held 1,029 shares of IBM worth $289K as of Q2 2026.
  • McHugh Group left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.15% of McHugh Group's portfolio in Q2 2026, its #67 holding.
  • McHugh Group first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • McHugh Group's IBM position peaked at $305K in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.