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Nadler Financial Group’s IBM IBM Stock Holding History

Nadler Financial Group’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 		$575K Buy
2,044
+19
+0.9% +$4.79K 0.05% 78
2026
Q1 		$491K Buy
2,025
+2
+0.1% +$541 0.05% 78
2025
Q4 		$599K Sell
2,023
-217
-10% -$65K 0.06% 67
2025
Q3 		$632K Buy
2,240
+225
+11% +$58.9K 0.06% 70
2025
Q2 		$594K Sell
2,015
-568
-22% -$146K 0.06% 69
2025
Q1 		$642K Buy
2,583
+568
+28% +$139K 0.07% 63
2024
Q4 		$443K Hold
2,015
– – 0.05% 78
2024
Q3 		$445K Hold
2,015
– – 0.05% 74
2024
Q2 		$348K Sell
2,015
-95
-5% -$16.5K 0.04% 78
2024
Q1 		$403K Buy
2,110
+36
+2% +$6.57K 0.05% 72
2023
Q4 		$339K Hold
2,074
– – 0.05% 78
2023
Q3 		$291K Hold
2,074
– – 0.04% 82
2023
Q2 		$278K Sell
2,074
-100
-5% -$12.9K 0.04% 86
2023
Q1 		$285K Buy
2,174
+100
+5% +$13.4K 0.05% 85
2022
Q4 		$292K Hold
2,074
– – 0.05% 83
2022
Q3 		$246K Hold
2,074
– – 0.05% 86
2022
Q2 		$293K Sell
2,074
-6
-0.3% -$810 0.05% 82
2022
Q1 		$270K Buy
2,080
+39
+2% +$5.09K 0.04% 92
2021
Q4 		$273K Buy
2,041
+91
+5% +$11.4K 0.04% 103
2021
Q3 		$259K Buy
1,950
+2
+0.1% +$267 0.04% 98
2021
Q2 		$273K Sell
1,948
-27
-1% -$3.69K 0.04% 103
2021
Q1 		$252K Buy
1,975
+267
+16% +$32K 0.05% 102
2020
Q4 		$206K Sell
1,708
-164
-9% -$19K 0.04% 105
2020
Q3 		$218K Sell
1,872
-96
-5% -$11.3K 0.05% 94
2020
Q2 		$227K Buy
+1,968
New +$229K 0.06% 85
2020
Q1 		– Sell
-1,738
Closed -$223K – 96
2019
Q4 		$223K Sell
1,738
-188
-10% -$24.4K 0.06% 90
2019
Q3 		$268K Buy
1,926
+6
+0.3% +$809 0.07% 69
2019
Q2 		$253K Sell
1,920
-75
-4% -$9.85K 0.07% 70
2019
Q1 		$269K Buy
1,995
+16
+0.8% +$2.04K 0.09% 68
2018
Q4 		$215K Buy
1,979
+7
+0.4% +$840 0.07% 75
2018
Q3 		$285K Sell
1,972
-280
-12% -$39.1K 0.08% 70
2018
Q2 		$301K Sell
2,252
-442
-16% -$61.6K 0.09% 67
2018
Q1 		$395K Buy
2,694
+427
+19% +$64.6K 0.12% 52
2017
Q4 		$332K Buy
2,267
+7
+0.3% +$1.02K 0.1% 66
2017
Q3 		$313K Sell
2,260
-202
-8% -$28.1K 0.1% 64
2017
Q2 		$362K Sell
2,462
-252
-9% -$38K 0.12% 53
2017
Q1 		$452K Buy
2,714
+334
+14% +$56K 0.16% 49
2016
Q4 		$378K Buy
2,380
+39
+2% +$5.94K 0.14% 56
2016
Q3 		$356K Sell
2,341
-5
-0.2% -$759 0.14% 55
2016
Q2 		$340K Buy
2,346
+8
+0.3% +$1.15K 0.14% 55
2016
Q1 		$339K Sell
2,338
-244
-9% -$31.2K 0.15% 57
2015
Q4 		$340K Sell
2,582
-538
-17% -$72.3K 0.15% 57
2015
Q3 		$432K Sell
3,120
-378
-11% -$55.8K 0.22% 44
2015
Q2 		$544K Buy
3,498
+6
+0.2% +$964 0.26% 37
2015
Q1 		$536K Sell
3,492
-579
-14% -$87.8K 0.26% 34
2014
Q4 		$624K Sell
4,071
-929
-19% -$148K 0.32% 31
2014
Q3 		$907K Sell
5,000
-367
-7% -$66.9K 0.54% 22
2014
Q2 		$930K Sell
5,367
-80
-1% -$14.4K 0.58% 20
2014
Q1 		$1M Sell
5,447
-276
-5% -$48.6K 0.67% 19
2013
Q4 		$1.03M Sell
5,723
-920
-14% -$159K 0.66% 18
2013
Q3 		$1.18M Sell
6,643
-484
-7% -$88K 0.85% 18
2013
Q2 		$1.3M Buy
+7,127
New +$1.39M 0.92% 14

Other funds holding IBM

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

Nadler Financial Group's IBM Position: Q2 2026 in Review

Nadler Financial Group increased its IBM (IBM) stake by 0.94% in Q2 2026, buying an estimated $4.79K and bringing the position to 2,044 shares worth $575K. The position accounts for 0.05% of the portfolio, ranked #78.

Nadler Financial Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.3M in Q2 2013. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Nadler Financial Group held 2,044 shares of IBM worth $575K as of Q2 2026.
  • Nadler Financial Group bought 19 IBM shares in Q2 2026, an estimated $4.79K.
  • IBM made up 0.05% of Nadler Financial Group's portfolio in Q2 2026, its #78 holding.
  • Nadler Financial Group first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Nadler Financial Group's IBM position peaked at $1.3M in Q2 2013.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.