Montchanin Asset Management’s IBM IBM Stock Holding History

Montchanin Asset Management’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	$496K	Hold	1,765	–	–	0.51%	36
2026 Q1	$428K	Buy	+1,765	New	+$478K	0.46%	35
2024 Q4	$388K	Hold	1,765	–	–	0.38%	42
2024 Q3	$390K	Buy	1,765 +565	+47%	+$111K	0.36%	45
2024 Q2	$208K	Hold	1,200	–	–	0.2%	54
2024 Q1	$229K	Buy	+1,200	New	+$219K	0.22%	54
2023 Q1	–	Sell	-1,550	Closed	-$218K	–	48
2022 Q4	$218K	Buy	+1,550	New	+$214K	0.3%	45
2022 Q3	–	Sell	-2,050	Closed	-$289K	–	49
2022 Q2	$289K	Buy	+2,050	New	+$277K	0.4%	39

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Montchanin Asset Management's IBM Position: Q2 2026 in Review

Montchanin Asset Management held its IBM (IBM) position steady in Q2 2026 at 1,765 shares worth $496K. The position accounts for 0.51% of the portfolio, ranked #36.

Montchanin Asset Management first reported a position in IBM in Q2 2022 and has held it in 8 quarters since. 1,653 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Montchanin Asset Management held 1,765 shares of IBM worth $496K as of Q2 2026.
Montchanin Asset Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.51% of Montchanin Asset Management's portfolio in Q2 2026, its #36 holding.
Montchanin Asset Management first reported a position in IBM in Q2 2022 and has held it in 8 quarters since.
1,653 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.