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Patrick M. Sweeney & Associates’s IBM IBM Stock Holding History

Patrick M. Sweeney & Associates’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 		$681K Buy
2,422
+165
+7% +$41.6K 0.39% 63
2026
Q1 		$547K Sell
2,257
-19
-0.8% -$5.14K 0.35% 71
2025
Q4 		$674K Sell
2,276
-59
-3% -$17.7K 0.42% 61
2025
Q3 		$659K Buy
2,335
+20
+0.9% +$5.24K 0.43% 57
2025
Q2 		$676K Hold
2,315
– – 0.46% 51
2025
Q1 		$576K Buy
2,315
+1
+0% +$245 0.43% 65
2024
Q4 		$509K Buy
2,314
+5
+0.2% +$1.11K 0.38% 67
2024
Q3 		$510K Sell
2,309
-5
-0.2% -$980 0.38% 71
2024
Q2 		$393K Buy
2,314
+156
+7% +$27.1K 0.32% 75
2024
Q1 		$412K Buy
2,158
+100
+5% +$18.2K 0.34% 79
2023
Q4 		$337K Buy
+2,058
New +$311K 0.31% 79

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Patrick M. Sweeney & Associates's IBM Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its IBM (IBM) stake by 7.3% in Q2 2026, buying an estimated $41.6K and bringing the position to 2,422 shares worth $681K. The position accounts for 0.39% of the portfolio, ranked #63.

Patrick M. Sweeney & Associates first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Patrick M. Sweeney & Associates held 2,422 shares of IBM worth $681K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 165 IBM shares in Q2 2026, an estimated $41.6K.
  • IBM made up 0.39% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #63 holding.
  • Patrick M. Sweeney & Associates first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.