Monument Capital Management’s IBM IBM Stock Holding History

Monument Capital 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	$271K	Buy	965 +17	+2%	+$4.28K	0.05%	218
2026 Q1	$230K	Buy	948 +46	+5%	+$12.4K	0.06%	194
2025 Q4	$267K	Hold	902	–	–	0.07%	187
2025 Q3	$255K	Sell	902 -18	-2%	-$4.71K	0.06%	187
2025 Q2	$271K	Buy	920 +21	+2%	+$5.41K	0.07%	179
2025 Q1	$223K	Buy	+899	New	+$220K	0.07%	177
2023 Q1	–	Sell	-1,448	Closed	-$204K	–	158
2022 Q4	$204K	Buy	+1,448	New	+$200K	0.07%	152
2022 Q3	–	Sell	-1,685	Closed	-$238K	–	153
2022 Q2	$238K	Buy	+1,685	New	+$227K	0.09%	139
2018 Q4	–	Sell	-1,099	Closed	-$159K	–	205
2018 Q3	$159K	Buy	1,099 +923	+524%	+$129K	0.09%	90
2018 Q2	$23K	Sell	176 -13,598	-99%	-$1.9M	0.02%	109
2018 Q1	$1.98M	Buy	13,774 +2,017	+17%	+$305K	1.35%	34
2017 Q4	$1.72M	Buy	+11,757	New	+$1.71M	1.22%	42

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Monument Capital Management's IBM Position: Q2 2026 in Review

Monument Capital Management increased its IBM (IBM) stake by 1.8% in Q2 2026, buying an estimated $4.28K and bringing the position to 965 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #218.

Monument Capital Management first reported a position in IBM in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.98M in Q1 2018. 1,808 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Monument Capital Management held 965 shares of IBM worth $271K as of Q2 2026.
Monument Capital Management bought 17 IBM shares in Q2 2026, an estimated $4.28K.
IBM made up 0.05% of Monument Capital Management's portfolio in Q2 2026, its #218 holding.
Monument Capital Management first reported a position in IBM in Q4 2017 and has held it in 12 quarters since.
Monument Capital Management's IBM position peaked at $1.98M in Q1 2018.
1,808 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.