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Newman Dignan & Sheerar Inc’s IBM IBM Stock Holding History

Newman Dignan & Sheerar Inc’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 		$2.45M Sell
8,712
-60
-0.7% -$15.1K 0.47% 52
2026
Q1 		$2.13M Sell
8,772
-328
-4% -$88.7K 0.45% 52
2025
Q4 		$2.7M Buy
9,100
+225
+3% +$67.4K 0.56% 43
2025
Q3 		$2.5M Sell
8,875
-726
-8% -$190K 0.54% 47
2025
Q2 		$2.83M Sell
9,601
-589
-6% -$152K 0.65% 41
2025
Q1 		$2.53M Sell
10,190
-90
-0.9% -$22K 0.69% 38
2024
Q4 		$2.26M Sell
10,280
-295
-3% -$65.7K 0.58% 46
2024
Q3 		$2.25M Buy
10,575
+421
+4% +$82.5K 0.54% 48
2024
Q2 		$1.76M Sell
10,154
-260
-2% -$45.2K 0.45% 55
2024
Q1 		$1.99M Sell
10,414
-115
-1% -$21K 0.53% 52
2023
Q4 		$1.72M Buy
10,529
+294
+3% +$44.4K 0.52% 55
2023
Q3 		$1.44M Sell
10,235
-284
-3% -$40.4K 0.47% 58
2023
Q2 		$1.41M Buy
10,519
+15
+0.1% +$1.94K 0.43% 63
2023
Q1 		$1.38M Buy
10,504
+67
+0.6% +$8.96K 0.44% 64
2022
Q4 		$1.47M Buy
10,437
+89
+0.9% +$12.3K 0.49% 61
2022
Q3 		$1.23K Buy
10,348
+97
+0.9% +$12.7K 0.19% 67
2022
Q2 		$1.45M Buy
10,251
+14
+0.1% +$1.89K 0.49% 66
2022
Q1 		$1.33K Buy
10,237
+138
+1% +$18K 0.26% 66
2021
Q4 		$1.35M Sell
10,099
-526
-5% -$66K 0.41% 64
2021
Q3 		$1.41M Buy
10,625
+218
+2% +$29.1K 0.41% 58
2021
Q2 		$1.46M Buy
10,407
+208
+2% +$28.4K 0.49% 52
2021
Q1 		$1.3M Sell
10,199
-446
-4% -$53.4K 0.47% 59
2020
Q4 		$1.28K Buy
10,645
+180
+2% +$20.8K 0.21% 56
2020
Q3 		$1.22M Buy
10,465
+437
+4% +$51.5K 0.51% 53
2020
Q2 		$1.18M Buy
10,028
+1,665
+20% +$193K 0.51% 55
2020
Q1 		$949K Buy
8,363
+1,086
+15% +$137K 0.5% 50
2019
Q4 		$933 Buy
7,277
+1,729
+31% +$225K 0.1% 71
2019
Q3 		$771K Buy
5,548
+656
+13% +$88.5K 0.36% 71
2019
Q2 		$645 Sell
4,892
-297
-6% -$39K 0.02% 82
2019
Q1 		$700K Buy
5,189
+1
+0% +$127 0.28% 76
2018
Q4 		$564 Buy
5,188
+946
+22% +$114K 0.05% 84
2018
Q3 		$604K Buy
4,242
+2,213
+109% +$309K 0.26% 89
2018
Q2 		$271 Sell
2,029
-189
-9% -$26.4K 0.02% 135
2018
Q1 		$332K Sell
2,218
-156
-7% -$23.6K 0.17% 121
2017
Q4 		$348K Buy
2,374
+371
+19% +$53.9K 0.17% 123
2017
Q3 		$278K Hold
2,003
– – 0.15% 133
2017
Q2 		$295K Hold
2,003
– – 0.16% 124
2017
Q1 		$333 Sell
2,003
-105
-5% -$17.6K 0.15% 113
2016
Q4 		$335K Buy
2,108
+126
+6% +$19.2K 0.2% 111
2016
Q3 		$301K Hold
1,982
– – 0.19% 114
2016
Q2 		$288K Hold
1,982
– – 0.18% 121
2016
Q1 		$267K Buy
1,982
+131
+7% +$16.7K 0.19% 114
2015
Q4 		$244K Sell
1,851
-8
-0.4% -$1.07K 0.17% 125
2015
Q3 		$258K Hold
1,859
– – 0.17% 111
2015
Q2 		$289K Hold
1,859
– – 0.21% 117
2015
Q1 		$285K Hold
1,859
– – 0.2% 116
2014
Q4 		$285 Sell
1,859
-1,112
-37% -$177K 0.17% 116
2014
Q3 		$539K Sell
2,971
-387
-12% -$70.5K 0.4% 72
2014
Q2 		$582 Sell
3,358
-11
-0.3% -$1.98K 0.33% 74
2014
Q1 		$620K Sell
3,369
-28
-0.8% -$4.93K 0.44% 71
2013
Q4 		$609 Sell
3,397
-235
-6% -$40.5K 0.03% 73
2013
Q3 		$643K Sell
3,632
-76
-2% -$13.8K 0.5% 65
2013
Q2 		$678 Buy
+3,708
New +$722K 0.05% 59

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

Newman Dignan & Sheerar Inc's IBM Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its IBM (IBM) stake by 0.68% in Q2 2026, selling an estimated $15.1K and leaving 8,712 shares worth $2.45M. The position accounts for 0.47% of the portfolio, ranked #52.

Newman Dignan & Sheerar Inc first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.83M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 8,712 shares of IBM worth $2.45M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 60 IBM shares in Q2 2026, an estimated $15.1K.
  • IBM made up 0.47% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #52 holding.
  • Newman Dignan & Sheerar Inc first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Newman Dignan & Sheerar Inc's IBM position peaked at $2.83M in Q2 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.