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Moody Aldrich Partners’s IBM IBM Stock Holding History

Moody Aldrich Partners’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 		– Sell
-1,724
Closed -$418K – 195
2026
Q1 		$418K Sell
1,724
-10
-0.6% -$2.71K 0.08% 143
2025
Q4 		$513K Buy
1,734
+1
+0.1% +$299 0.1% 135
2025
Q3 		$489K Buy
1,733
+457
+36% +$120K 0.09% 132
2025
Q2 		$376K Hold
1,276
– – 0.07% 136
2025
Q1 		$317K Sell
1,276
-862
-40% -$211K 0.07% 137
2024
Q4 		$470K Sell
2,138
-32
-1% -$7.13K 0.09% 134
2024
Q3 		$480K Hold
2,170
– – 0.09% 130
2024
Q2 		$375K Buy
2,170
+393
+22% +$68.3K 0.07% 143
2024
Q1 		$339K Buy
+1,777
New +$324K 0.06% 169

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Moody Aldrich Partners's IBM Position: Q2 2026 in Review

Moody Aldrich Partners sold out of IBM (IBM) in Q2 2026, closing a stake of 1,724 shares — an estimated $418K sold.

Moody Aldrich Partners first reported a position in IBM in Q1 2024 and held it in 9 quarters. The position peaked at $513K in Q4 2025. 1,921 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Moody Aldrich Partners reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Moody Aldrich Partners sold 1,724 IBM shares in Q2 2026, an estimated $418K.
  • Moody Aldrich Partners first reported a position in IBM in Q1 2024 and held it in 9 quarters.
  • Moody Aldrich Partners's IBM position peaked at $513K in Q4 2025.
  • 1,921 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.