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NWAM LLC’s IBM IBM Stock Holding History

NWAM LLC’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 		$3.11M Sell
11,072
-810
-7% -$204K 0.16% 142
2026
Q1 		$2.88M Buy
11,882
+1,817
+18% +$492K 0.17% 130
2025
Q4 		$2.98M Buy
10,065
+679
+7% +$203K 0.17% 134
2025
Q3 		$2.66M Buy
9,386
+13
+0.1% +$3.4K 0.14% 152
2025
Q2 		$2.43M Buy
9,373
+1,633
+21% +$421K 0.14% 153
2025
Q1 		$1.92M Sell
7,740
-1,903
-20% -$465K 0.17% 130
2024
Q4 		$2.12M Sell
9,643
-33
-0.3% -$7.35K 0.13% 162
2024
Q3 		$2.14M Buy
+9,676
New +$1.9M 0.13% 161
2024
Q2 		– Sell
-28,196
Closed -$4.78M – 317
2024
Q1 		$4.78M Buy
28,196
+15,716
+126% +$2.87M 0.39% 54
2023
Q4 		$2.04M Buy
12,480
+1,117
+10% +$169K 0.16% 122
2023
Q3 		$1.59M Sell
11,363
-4,250
-27% -$605K 0.16% 127
2023
Q2 		$2.09M Buy
15,613
+8,131
+109% +$1.05M 0.17% 125
2023
Q1 		$981K Sell
7,482
-2,159
-22% -$289K 0.1% 180
2022
Q4 		$1.36M Sell
9,641
-1,842
-16% -$254K 0.12% 174
2022
Q3 		$1.36M Sell
11,483
-406
-3% -$53.3K 0.13% 157
2022
Q2 		$1.65M Sell
11,889
-177
-1% -$23.9K 0.15% 135
2022
Q1 		$1.57M Buy
12,066
+180
+2% +$23.5K 0.12% 171
2021
Q4 		$1.59M Buy
11,886
+1,644
+16% +$206K 0.13% 175
2021
Q3 		$1.36M Sell
10,242
-2,806
-22% -$375K 0.12% 176
2021
Q2 		$1.83M Buy
13,048
+1,115
+9% +$152K 0.17% 139
2021
Q1 		$1.52M Buy
11,933
+1,880
+19% +$225K 0.15% 152
2020
Q4 		$1.21M Buy
+10,053
New +$1.16M 0.14% 155
2020
Q3 		– Sell
-13,170
Closed -$1.52M – 310
2020
Q2 		$1.52M Buy
13,170
+3,587
+37% +$417K 0.21% 113
2020
Q1 		$1.02K Sell
9,583
-649
-6% -$82.1K 0.03% 150
2019
Q4 		$1.31M Sell
10,232
-274
-3% -$35.6K 0.23% 95
2019
Q3 		$1.46M Buy
10,506
+713
+7% +$96.2K 0.27% 87
2019
Q2 		$1.29M Sell
9,793
-1,587
-14% -$208K 0.26% 92
2019
Q1 		$1.53M Buy
11,380
+2,674
+31% +$341K 0.33% 71
2018
Q4 		$946K Buy
8,706
+3,653
+72% +$438K 0.24% 94
2018
Q3 		$731K Buy
5,053
+724
+17% +$101K 0.16% 135
2018
Q2 		$578K Buy
4,329
+14
+0.3% +$1.95K 0.14% 161
2018
Q1 		$633K Sell
4,315
-700
-14% -$106K 0.16% 140
2017
Q4 		$736K Buy
5,015
+918
+22% +$133K 0.19% 123
2017
Q3 		$568K Buy
4,097
+105
+3% +$14.6K 0.15% 150
2017
Q2 		$587K Buy
3,992
+828
+26% +$125K 0.1% 137
2017
Q1 		$527K Sell
3,164
-98
-3% -$16.4K 0.16% 143
2016
Q4 		$518K Buy
3,262
+144
+5% +$21.9K 0.17% 132
2016
Q3 		$474K Buy
3,118
+193
+7% +$29.3K 0.04% 140
2016
Q2 		$424K Buy
2,925
+5
+0.2% +$716 0.17% 132
2016
Q1 		$423K Buy
2,920
+93
+3% +$11.9K 0.17% 131
2015
Q4 		$372K Buy
2,827
+735
+35% +$98.7K 0.15% 143
2015
Q3 		$357K Hold
2,092
– – 0.3% 78
2015
Q2 		$397K Sell
2,092
-568
-21% -$91.3K 0.17% 133
2015
Q1 		$408K Sell
2,660
-56
-2% -$8.49K 0.17% 138
2014
Q4 		$417K Sell
2,716
-933
-26% -$148K 0.18% 132
2014
Q3 		$525K Buy
3,649
+605
+20% +$110K 0.19% 126
2014
Q2 		$527K Buy
3,044
+194
+7% +$34.9K 0.16% 138
2014
Q1 		$525K Sell
2,850
-71
-2% -$12.5K 0.18% 125
2013
Q4 		$524K Sell
2,921
-43
-1% -$7.42K 0.28% 88
2013
Q3 		$525K Buy
2,964
+92
+3% +$16.7K 0.26% 94
2013
Q2 		$525K Buy
+2,872
New +$559K 0.27% 90

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

NWAM LLC's IBM Position: Q2 2026 in Review

NWAM LLC reduced its IBM (IBM) stake by 6.8% in Q2 2026, selling an estimated $204K and leaving 11,072 shares worth $3.11M. The position accounts for 0.16% of the portfolio, ranked #142.

NWAM LLC first reported a position in IBM in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.78M in Q1 2024. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • NWAM LLC held 11,072 shares of IBM worth $3.11M as of Q2 2026.
  • NWAM LLC sold 810 IBM shares in Q2 2026, an estimated $204K.
  • IBM made up 0.16% of NWAM LLC's portfolio in Q2 2026, its #142 holding.
  • NWAM LLC first reported a position in IBM in Q2 2013 and has held it in 51 quarters since.
  • NWAM LLC's IBM position peaked at $4.78M in Q1 2024.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.