New England Research & Management’s IBM IBM Stock Holding History

New England Research & 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	$3.48M	Buy	12,368 +2,353	+23%	+$593K	1.35%	21
2026 Q1	$2.43M	Buy	10,015 +750	+8%	+$203K	1.03%	27
2025 Q4	$2.74M	Sell	9,265 -1,395	-13%	-$418K	1.2%	22
2025 Q3	$3.01M	Buy	10,660 +2,590	+32%	+$678K	1.38%	18
2025 Q2	$2.38M	Hold	8,070	–	–	1.13%	25
2025 Q1	$2.01M	Sell	8,070 -2,501	-24%	-$612K	1.02%	27
2024 Q4	$2.32M	Buy	10,571 +831	+9%	+$185K	1.18%	23
2024 Q3	$2.15M	Sell	9,740 -1,625	-14%	-$319K	1.01%	31
2024 Q2	$1.97M	Buy	11,365 +925	+9%	+$161K	0.94%	33
2024 Q1	$1.99M	Buy	10,440 +2,321	+29%	+$423K	0.98%	32
2023 Q4	$1.33M	Sell	8,119 -2,655	-25%	-$401K	0.7%	49
2023 Q3	$1.51M	Sell	10,774 -7,418	-41%	-$1.06M	0.86%	41
2023 Q2	$2.43M	Buy	18,192 +4,550	+33%	+$587K	1.41%	19
2023 Q1	$1.79M	Buy	13,642 +4,450	+48%	+$595K	1.05%	26
2022 Q4	$1.29M	Sell	9,192 -193	-2%	-$26.6K	0.74%	39
2022 Q3	$1.11M	Buy	9,385 +1,025	+12%	+$135K	0.7%	49
2022 Q2	$1.18M	Sell	8,360 -2,150	-20%	-$290K	0.69%	48
2022 Q1	$1.37M	Sell	10,510 -200	-2%	-$26.1K	0.71%	47
2021 Q4	$1.43M	Sell	10,710 -545	-5%	-$68.4K	0.69%	49
2021 Q3	$1.5M	Hold	11,255	–	–	0.78%	40
2021 Q2	$1.58M	Hold	11,255	–	–	0.82%	42
2021 Q1	$1.43M	Sell	11,255 -18	-0.2%	-$2.15K	0.79%	46
2020 Q4	$1.36M	Sell	11,273 -420	-4%	-$48.5K	0.84%	38
2020 Q3	$1.36M	Buy	11,693 +1,825	+18%	+$215K	0.98%	29
2020 Q2	$1.14M	Hold	9,868	–	–	0.82%	39
2020 Q1	$1.05M	Sell	9,868 -6	-0.1%	-$759	0.89%	33
2019 Q4	$1.26M	Hold	9,874	–	–	0.85%	40
2019 Q3	$1.37M	Sell	9,874 -53	-0.5%	-$7.15K	0.99%	25
2019 Q2	$1.31M	Sell	9,927 -183	-2%	-$24K	0.89%	31
2019 Q1	$1.36M	Sell	10,110 -23	-0.2%	-$2.93K	0.92%	33
2018 Q4	$1.1M	Hold	10,133	–	–	0.87%	37
2018 Q3	$1.47M	Sell	10,133 -902	-8%	-$126K	0.95%	32
2018 Q2	$1.47M	Sell	11,035 -157	-1%	-$21.9K	0.97%	31
2018 Q1	$1.64M	Sell	11,192 -160	-1%	-$24.2K	1.1%	22
2017 Q4	$1.67M	Buy	11,352 +1,412	+14%	+$205K	1.19%	20
2017 Q3	$1.38M	Sell	9,940 -366	-4%	-$51K	1.01%	30
2017 Q2	$1.52M	Buy	10,306 +3,975	+63%	+$599K	1.12%	21
2017 Q1	$1.05M	Buy	6,331 +584	+10%	+$97.9K	0.81%	39
2016 Q4	$912K	Sell	5,747 -1,810	-24%	-$276K	0.72%	48
2016 Q3	$1.15M	Buy	7,557 +1,778	+31%	+$270K	0.96%	29
2016 Q2	$839K	Sell	5,779 -105	-2%	-$15K	0.72%	40
2016 Q1	$852K	Sell	5,884 -209	-3%	-$26.7K	0.72%	42
2015 Q4	$802K	Hold	6,093	–	–	0.69%	46
2015 Q3	$844K	Sell	6,093 -94	-2%	-$13.9K	0.8%	38
2015 Q2	$962K	Sell	6,187 -272	-4%	-$43.7K	0.79%	40
2015 Q1	$991K	Sell	6,459 -157	-2%	-$23.8K	0.85%	33
2014 Q4	$1.01M	Sell	6,616 -52	-0.8%	-$8.27K	0.87%	28
2014 Q3	$1.21M	Sell	6,668 -936	-12%	-$171K	1.06%	17
2014 Q2	$1.32M	Sell	7,604 -21	-0.3%	-$3.78K	1.18%	13
2014 Q1	$1.4M	Sell	7,625 -5,304	-41%	-$934K	1.29%	12
2013 Q4	$2.32M	Buy	+12,929	New	+$2.23M	2.24%	4

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

New England Research & Management's IBM Position: Q2 2026 in Review

New England Research & Management increased its IBM (IBM) stake by 23% in Q2 2026, buying an estimated $593K and bringing the position to 12,368 shares worth $3.48M. The position accounts for 1.35% of the portfolio, ranked #21.

New England Research & Management first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

New England Research & Management held 12,368 shares of IBM worth $3.48M as of Q2 2026.
New England Research & Management bought 2,353 IBM shares in Q2 2026, an estimated $593K.
IBM made up 1.35% of New England Research & Management's portfolio in Q2 2026, its #21 holding.
New England Research & Management first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.