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Northeast Investment Management’s IBM IBM Stock Holding History

Northeast Investment 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 		$2.04M Buy
7,268
+309
+4% +$77.9K 0.08% 92
2026
Q1 		$1.69M Sell
6,959
-20
-0.3% -$5.41K 0.07% 91
2025
Q4 		$2.07M Buy
6,979
+595
+9% +$178K 0.08% 88
2025
Q3 		$1.8M Sell
6,384
-366
-5% -$95.8K 0.07% 89
2025
Q2 		$1.99M Sell
6,750
-160
-2% -$41.2K 0.09% 83
2025
Q1 		$1.72M Sell
6,910
-22
-0.3% -$5.38K 0.08% 84
2024
Q4 		$1.52M Sell
6,932
-150
-2% -$33.4K 0.07% 93
2024
Q3 		$1.57M Buy
7,082
+460
+7% +$90.2K 0.07% 92
2024
Q2 		$1.15M Sell
6,622
-26
-0.4% -$4.52K 0.05% 100
2024
Q1 		$1.27M Sell
6,648
-545
-8% -$99.4K 0.06% 97
2023
Q4 		$1.18M Buy
7,193
+66
+0.9% +$9.97K 0.06% 97
2023
Q3 		$1,000K Sell
7,127
-104
-1% -$14.8K 0.06% 100
2023
Q2 		$968K Sell
7,231
-475
-6% -$61.3K 0.05% 104
2023
Q1 		$1.01M Sell
7,706
-916
-11% -$123K 0.06% 104
2022
Q4 		$1.22M Sell
8,622
-1,201
-12% -$166K 0.08% 93
2022
Q3 		$1.17M Buy
9,823
+200
+2% +$26.2K 0.08% 92
2022
Q2 		$1.36M Buy
9,623
+1,813
+23% +$245K 0.09% 93
2022
Q1 		$1.01M Buy
7,810
+560
+8% +$73K 0.05% 108
2021
Q4 		$969K Buy
7,250
+149
+2% +$18.7K 0.05% 110
2021
Q3 		$943K Buy
7,101
+2,197
+45% +$294K 0.05% 110
2021
Q2 		$687K Buy
4,904
+74
+2% +$10.1K 0.04% 123
2021
Q1 		$615K Buy
4,830
+639
+15% +$76.5K 0.04% 129
2020
Q4 		$504K Sell
4,191
-48
-1% -$5.55K 0.03% 131
2020
Q3 		$493K Hold
4,239
– – 0.03% 123
2020
Q2 		$489K Sell
4,239
-50
-1% -$5.81K 0.04% 114
2020
Q1 		$455K Sell
4,289
-125
-3% -$15.8K 0.04% 105
2019
Q4 		$566K Sell
4,414
-63
-1% -$8.19K 0.04% 114
2019
Q3 		$622K Buy
4,477
+94
+2% +$12.7K 0.05% 113
2019
Q2 		$578K Buy
4,383
+2,040
+87% +$268K 0.05% 118
2019
Q1 		$316K Sell
2,343
-23
-1% -$2.93K 0.03% 139
2018
Q4 		$257K Sell
2,366
-470
-17% -$56.4K 0.02% 138
2018
Q3 		$410K Sell
2,836
-1,720
-38% -$240K 0.03% 131
2018
Q2 		$609K Sell
4,556
-136
-3% -$19K 0.05% 114
2018
Q1 		$688K Sell
4,692
-726
-13% -$110K 0.06% 103
2017
Q4 		$795K Sell
5,418
-251
-4% -$36.5K 0.07% 105
2017
Q3 		$786K Sell
5,669
-1,089
-16% -$152K 0.07% 103
2017
Q2 		$994K Sell
6,758
-861
-11% -$130K 0.09% 96
2017
Q1 		$1.27M Sell
7,619
-733
-9% -$123K 0.12% 90
2016
Q4 		$1.32M Sell
8,352
-86
-1% -$13.1K 0.13% 90
2016
Q3 		$1.28M Buy
8,438
+162
+2% +$24.6K 0.13% 92
2016
Q2 		$1.2M Buy
8,276
+903
+12% +$129K 0.12% 90
2016
Q1 		$1.07M Buy
7,373
+2,272
+45% +$290K 0.11% 92
2015
Q4 		$671K Sell
5,101
-101
-2% -$13.6K 0.07% 109
2015
Q3 		$721K Hold
5,202
– – 0.08% 106
2015
Q2 		$809K Buy
5,202
+9
+0.2% +$1.45K 0.08% 105
2015
Q1 		$797K Sell
5,193
-1,992
-28% -$302K 0.08% 108
2014
Q4 		$1.1M Sell
7,185
-4,668
-39% -$743K 0.11% 101
2014
Q3 		$2.15M Sell
11,853
-4,130
-26% -$752K 0.22% 82
2014
Q2 		$2.77M Sell
15,983
-7,524
-32% -$1.35M 0.28% 77
2014
Q1 		$4.33M Sell
23,507
-14,182
-38% -$2.5M 0.46% 61
2013
Q4 		$6.76M Sell
37,689
-25,799
-41% -$4.45M 0.76% 47
2013
Q3 		$11.2M Sell
63,488
-7,113
-10% -$1.29M 1.36% 31
2013
Q2 		$12.9M Buy
+70,601
New +$13.7M 1.65% 21

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Northeast Investment Management's IBM Position: Q2 2026 in Review

Northeast Investment Management increased its IBM (IBM) stake by 4.4% in Q2 2026, buying an estimated $77.9K and bringing the position to 7,268 shares worth $2.04M. The position accounts for 0.08% of the portfolio, ranked #92.

Northeast Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.9M in Q2 2013. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Northeast Investment Management held 7,268 shares of IBM worth $2.04M as of Q2 2026.
  • Northeast Investment Management bought 309 IBM shares in Q2 2026, an estimated $77.9K.
  • IBM made up 0.08% of Northeast Investment Management's portfolio in Q2 2026, its #92 holding.
  • Northeast Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Northeast Investment Management's IBM position peaked at $12.9M in Q2 2013.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.