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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
2024
Q3 		– Sell
-200
Closed -$34.6K – 514
2024
Q2 		$34.6K Buy
+200
New +$34.8K 0.01% 471
2023
Q3 		– Sell
-13,500
Closed -$181K – 478
2023
Q2 		$181K Buy
+13,500
New +$1.74M 0.03% 435

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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. 2,780 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.
  • 2,780 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.