Northside Capital Management’s IBM IBM Stock Holding History

Northside Capital 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	$921K	Sell	3,276 -205	-6%	-$51.6K	0.08%	103
2026 Q1	$844K	Sell	3,481 -137	-4%	-$37.1K	0.07%	103
2025 Q4	$1.07M	Hold	3,618	–	–	0.09%	93
2025 Q3	$1.02M	Hold	3,618	–	–	0.09%	98
2025 Q2	$1.07M	Buy	+3,618	New	+$932K	0.08%	90
2020 Q1	–	Sell	-1,719	Closed	-$220K	–	88
2019 Q4	$220K	Sell	1,719 -110	-6%	-$14.3K	0.07%	86
2019 Q3	$254K	Buy	+1,829	New	+$247K	0.09%	85
2018 Q2	–	Sell	-1,657	Closed	-$243K	–	63
2018 Q1	$243K	Buy	1,657 +136	+9%	+$20.6K	0.08%	61
2017 Q4	$223K	Buy	+1,521	New	+$221K	0.06%	65

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

Northside Capital Management's IBM Position: Q2 2026 in Review

Northside Capital Management reduced its IBM (IBM) stake by 5.9% in Q2 2026, selling an estimated $51.6K and leaving 3,276 shares worth $921K. The position accounts for 0.08% of the portfolio, ranked #103.

Northside Capital Management first reported a position in IBM in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.07M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Northside Capital Management held 3,276 shares of IBM worth $921K as of Q2 2026.
Northside Capital Management sold 205 IBM shares in Q2 2026, an estimated $51.6K.
IBM made up 0.08% of Northside Capital Management's portfolio in Q2 2026, its #103 holding.
Northside Capital Management first reported a position in IBM in Q4 2017 and has held it in 9 quarters since.
Northside Capital Management's IBM position peaked at $1.07M in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.