Moisand Fitzgerald Tamayo’s IBM IBM Stock Holding History

Moisand Fitzgerald Tamayo’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	$134K	Buy	475 +32	+7%	+$8.06K	0.01%	142
2026 Q1	$107K	Hold	443	–	–	0.01%	145
2025 Q4	$131K	Hold	443	–	–	0.01%	134
2025 Q3	$125K	Hold	443	–	–	0.01%	142
2025 Q2	$131K	Sell	443 -6	-1%	-$1.55K	0.02%	137
2025 Q1	$112K	Sell	449 -42	-9%	-$10.3K	0.02%	140
2024 Q4	$108K	Hold	491	–	–	0.02%	142
2024 Q3	$109K	Hold	491	–	–	0.01%	142
2024 Q2	$84.9K	Hold	491	–	–	0.01%	141
2024 Q1	$93.8K	Sell	491 -62	-11%	-$11.3K	0.01%	136
2023 Q4	$90.4K	Sell	553 -37	-6%	-$5.59K	0.02%	134
2023 Q3	$82.8K	Buy	590 +27	+5%	+$3.84K	0.02%	138
2023 Q2	$75.3K	Hold	563	–	–	0.02%	145
2023 Q1	$73.8K	Hold	563	–	–	0.02%	151
2022 Q4	$79.3K	Buy	563 +33	+6%	+$4.55K	0.02%	140
2022 Q3	$63K	Sell	530 -65	-11%	-$8.53K	0.02%	143
2022 Q2	$84K	Buy	595 +479	+413%	+$64.7K	0.02%	127
2022 Q1	$15K	Sell	116 -125	-52%	-$16.3K	0.01%	158
2021 Q4	$32K	Sell	241 -11	-4%	-$1.38K	0.01%	172
2021 Q3	$33K	Hold	252	–	–	0.01%	172
2021 Q2	$35K	Hold	252	–	–	0.01%	172
2021 Q1	$32K	Sell	252 -14	-5%	-$1.68K	0.01%	146
2020 Q4	$32K	Sell	266 -21	-7%	-$2.43K	0.01%	146
2020 Q3	$33K	Buy	287 +104	+57%	+$12.2K	0.02%	135
2020 Q2	$21K	Sell	183 -36	-16%	-$4.18K	0.01%	148
2020 Q1	$23K	Buy	219 +114	+109%	+$14.4K	0.02%	142
2019 Q4	$13K	Hold	105	–	–	0.01%	186
2019 Q3	$15K	Hold	105	–	–	0.01%	176
2019 Q2	$14K	Buy	+105	New	+$13.8K	0.01%	179
2018 Q2	–	Sell	-52	Closed	-$8K	–	304
2018 Q1	$8K	Buy	+52	New	+$7.87K	﹤0.01%	220
2016 Q2	–	Sell	-177	Closed	-$26K	–	111
2016 Q1	$26K	Hold	177	–	–	0.02%	120
2015 Q4	$23K	Buy	+177	New	+$23.8K	0.02%	122

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IBM Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its IBM (IBM) stake by 7.2% in Q2 2026, buying an estimated $8.06K and bringing the position to 475 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #142.

Moisand Fitzgerald Tamayo first reported a position in IBM in Q4 2015 and has held it in 32 quarters since. 1,076 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Moisand Fitzgerald Tamayo held 475 shares of IBM worth $134K as of Q2 2026.
Moisand Fitzgerald Tamayo bought 32 IBM shares in Q2 2026, an estimated $8.06K.
IBM made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #142 holding.
Moisand Fitzgerald Tamayo first reported a position in IBM in Q4 2015 and has held it in 32 quarters since.
1,076 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.