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Mount Vernon Associates’s IBM IBM Stock Holding History

Mount Vernon Associates’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 		$1.45M Sell
5,145
-500
-9% -$126K 0.94% 28
2026
Q1 		$1.37M Sell
5,645
-10
-0.2% -$2.71K 0.97% 28
2025
Q4 		$1.68M Buy
5,655
+100
+2% +$29.9K 1.13% 26
2025
Q3 		$1.57M Hold
5,555
– – 1.09% 25
2025
Q2 		$1.64M Hold
5,555
– – 1.18% 24
2025
Q1 		$1.38M Buy
5,555
+50
+0.9% +$12.2K 1.13% 26
2024
Q4 		$1.21M Hold
5,505
– – 0.94% 26
2024
Q3 		$1.22M Hold
5,505
– – 0.97% 27
2024
Q2 		$952K Hold
5,505
– – 0.84% 30
2024
Q1 		$1.05M Hold
5,505
– – 0.89% 30
2023
Q4 		$900K Hold
5,505
– – 0.88% 31
2023
Q3 		$772K Buy
5,505
+75
+1% +$10.7K 0.85% 31
2023
Q2 		$727K Sell
5,430
-50
-0.9% -$6.45K 0.77% 31
2023
Q1 		$718K Sell
5,480
-175
-3% -$23.4K 0.85% 29
2022
Q4 		$797K Hold
5,655
– – 1.02% 26
2022
Q3 		$672K Hold
5,655
– – 0.88% 28
2022
Q2 		$798K Hold
5,655
– – 0.97% 27
2022
Q1 		$735K Sell
5,655
-150
-3% -$19.6K 0.71% 32
2021
Q4 		$776K Sell
5,805
-267
-4% -$33.5K 0.67% 32
2021
Q3 		$806K Hold
6,072
– – 0.74% 32
2021
Q2 		$851K Hold
6,072
– – 0.78% 30
2021
Q1 		$774K Hold
6,072
– – 0.76% 31
2020
Q4 		$731K Sell
6,072
-314
-5% -$36.3K 0.77% 31
2020
Q3 		$743K Sell
6,386
-418
-6% -$49.2K 0.89% 29
2020
Q2 		$786K Hold
6,804
– – 1.02% 28
2020
Q1 		$722K Buy
6,804
+314
+5% +$39.7K 1.21% 27
2019
Q4 		$832K Hold
6,490
– – 1.13% 28
2019
Q3 		$902K Sell
6,490
-210
-3% -$28.3K 1.35% 25
2019
Q2 		$883K Sell
6,700
-313
-4% -$41.1K 1.31% 25
2019
Q1 		$946K Buy
7,013
+104
+2% +$13.3K 1.44% 24
2018
Q4 		$751K Hold
6,909
– – 1.32% 25
2018
Q3 		$999K Sell
6,909
-261
-4% -$36.5K 1.47% 25
2018
Q2 		$958K Sell
7,170
-809
-10% -$113K 1.49% 27
2018
Q1 		$1.17M Hold
7,979
– – 1.81% 24
2017
Q4 		$1.17M Sell
7,979
-78
-1% -$11.3K 1.76% 28
2017
Q3 		$1.12M Sell
8,057
-236
-3% -$32.9K 1.85% 25
2017
Q2 		$1.22M Sell
8,293
-209
-2% -$31.5K 2.19% 21
2017
Q1 		$1.42M Sell
8,502
-104
-1% -$17.4K 2.6% 15
2016
Q4 		$1.37M Buy
8,606
+156
+2% +$23.8K 2.68% 12
2016
Q3 		$1.28M Hold
8,450
– – 2.66% 13
2016
Q2 		$1.23M Buy
8,450
+105
+1% +$15K 2.62% 15
2016
Q1 		$1.21M Buy
8,345
+52
+0.6% +$6.64K 2.68% 13
2015
Q4 		$1.09M Buy
8,293
+105
+1% +$14.1K 2.39% 16
2015
Q3 		$1.14M Buy
8,188
+52
+0.6% +$7.68K 2.63% 11
2015
Q2 		$1.26M Hold
8,136
– – 2.73% 8
2015
Q1 		$1.25M Buy
8,136
+523
+7% +$79.3K 2.7% 9
2014
Q4 		$1.17M Buy
7,613
+1,036
+16% +$165K 2.68% 9
2014
Q3 		$1.19M Sell
6,577
-53
-0.8% -$9.66K 2.97% 8
2014
Q2 		$1.15M Buy
6,630
+393
+6% +$70.7K 2.93% 7
2014
Q1 		$1.15M Sell
6,237
-136
-2% -$23.9K 3% 8
2013
Q4 		$1.14M Buy
6,373
+340
+6% +$58.6K 2.99% 9
2013
Q3 		$1.07M Sell
6,033
-12,280
-67% -$2.23M 3.25% 8
2013
Q2 		$3.35M Buy
+18,313
New +$3.57M 3.61% 4

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mount Vernon Associates's IBM Position: Q2 2026 in Review

Mount Vernon Associates reduced its IBM (IBM) stake by 8.9% in Q2 2026, selling an estimated $126K and leaving 5,145 shares worth $1.45M. The position accounts for 0.94% of the portfolio, ranked #28.

Mount Vernon Associates first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.35M in Q2 2013. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Mount Vernon Associates held 5,145 shares of IBM worth $1.45M as of Q2 2026.
  • Mount Vernon Associates sold 500 IBM shares in Q2 2026, an estimated $126K.
  • IBM made up 0.94% of Mount Vernon Associates's portfolio in Q2 2026, its #28 holding.
  • Mount Vernon Associates first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Mount Vernon Associates's IBM position peaked at $3.35M in Q2 2013.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.