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Patriot Financial Group Insurance Agency’s IBM IBM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.34M Sell
4,788
-5,350
-53% -$1.35M 0.14% 179
2026
Q1 		$2.46M Buy
10,138
+5,622
+124% +$1.52M 0.14% 180
2025
Q4 		$1.34M Buy
4,516
+119
+3% +$35.6K 0.16% 162
2025
Q3 		$1.24M Sell
4,397
-114
-3% -$29.8K 0.16% 167
2025
Q2 		$1.33M Buy
4,511
+24
+0.5% +$6.18K 0.15% 165
2025
Q1 		$1.12M Buy
4,487
+398
+10% +$97.4K 0.15% 173
2024
Q4 		$899K Sell
4,089
-33
-0.8% -$7.35K 0.12% 196
2024
Q3 		$911K Sell
4,122
-107
-3% -$21K 0.12% 196
2024
Q2 		$731K Buy
4,229
+71
+2% +$12.3K 0.11% 204
2024
Q1 		$794K Buy
4,158
+54
+1% +$9.85K 0.13% 181
2023
Q4 		$671K Buy
4,104
+13
+0.3% +$1.96K 0.13% 194
2023
Q3 		$574K Buy
4,091
+158
+4% +$22.5K 0.12% 206
2023
Q2 		$526K Buy
3,933
+1,225
+45% +$158K 0.1% 235
2023
Q1 		$355K Buy
2,708
+1,257
+87% +$168K 0.07% 294
2022
Q4 		$204K Buy
+1,451
New +$200K 0.03% 395
2022
Q3 		– Sell
-1,433
Closed -$202K – 1089
2022
Q2 		$202K Sell
1,433
-373
-21% -$50.3K 0.04% 377
2022
Q1 		$235K Sell
1,806
-1,942
-52% -$253K 0.04% 385
2021
Q4 		$501K Sell
3,748
-3,849
-51% -$483K 0.08% 241
2021
Q3 		$1.01M Buy
7,597
+664
+10% +$88.8K 0.18% 127
2021
Q2 		$972K Buy
6,933
+493
+8% +$67.4K 0.18% 129
2021
Q1 		$820K Buy
6,440
+313
+5% +$37.5K 0.19% 124
2020
Q4 		$737K Buy
6,127
+2,357
+63% +$272K 0.18% 119
2020
Q3 		$438K Buy
3,770
+165
+5% +$19.4K 0.14% 156
2020
Q2 		$416K Buy
3,605
+103
+3% +$12K 0.16% 141
2020
Q1 		$371K Buy
3,502
+362
+12% +$45.8K 0.17% 131
2019
Q4 		$402K Buy
3,140
+32
+1% +$4.16K 0.15% 133
2019
Q3 		$432K Buy
3,108
+20
+0.6% +$2.7K 0.19% 108
2019
Q2 		$413K Sell
3,088
-235
-7% -$30.9K 0.18% 101
2019
Q1 		$448K Sell
3,323
-748
-18% -$95.3K 0.23% 74
2018
Q4 		$442K Buy
4,071
+34
+0.8% +$4.08K 0.29% 58
2018
Q3 		$584K Sell
4,037
-336
-8% -$47K 0.35% 44
2018
Q2 		$584K Sell
4,373
-1,417
-24% -$198K 0.62% 28
2018
Q1 		$831K Buy
5,790
+1,063
+22% +$161K 0.61% 30
2017
Q4 		$741K Buy
4,727
+277
+6% +$40.3K 0.55% 33
2017
Q3 		$627K Buy
4,450
+160
+4% +$22.3K 0.56% 31
2017
Q2 		$629K Buy
4,290
+128
+3% +$19.3K 0.66% 22
2017
Q1 		$688K Buy
4,162
+1,657
+66% +$278K 0.73% 20
2016
Q4 		$409K Buy
+2,505
New +$382K 0.56% 35

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

Patriot Financial Group Insurance Agency's IBM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its IBM (IBM) stake by 53% in Q2 2026, selling an estimated $1.35M and leaving 4,788 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #179.

Patriot Financial Group Insurance Agency first reported a position in IBM in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.46M in Q1 2026. 1,963 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,788 shares of IBM worth $1.34M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,350 IBM shares in Q2 2026, an estimated $1.35M.
  • IBM made up 0.14% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #179 holding.
  • Patriot Financial Group Insurance Agency first reported a position in IBM in Q4 2016 and has held it in 38 quarters since.
  • Patriot Financial Group Insurance Agency's IBM position peaked at $2.46M in Q1 2026.
  • 1,963 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.