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Penobscot Investment Management’s IBM IBM Stock Holding History

Penobscot Investment 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 		$2.25M Sell
8,010
-94
-1% -$23.7K 0.15% 120
2026
Q1 		$1.96M Hold
8,104
– – 0.15% 125
2025
Q4 		$2.4M Hold
8,104
– – 0.18% 112
2025
Q3 		$2.29M Sell
8,104
-1
-0% -$262 0.18% 108
2025
Q2 		$2.39M Sell
8,105
-1,000
-11% -$258K 0.2% 100
2025
Q1 		$2.26M Buy
9,105
+477
+6% +$117K 0.21% 98
2024
Q4 		$1.9M Buy
8,628
+515
+6% +$115K 0.17% 111
2024
Q3 		$1.79M Hold
8,113
– – 0.16% 118
2024
Q2 		$1.4M Buy
8,113
+294
+4% +$51.1K 0.14% 133
2024
Q1 		$1.49M Buy
7,819
+100
+1% +$18.2K 0.16% 120
2023
Q4 		$1.26M Hold
7,719
– – 0.15% 128
2023
Q3 		$1.08M Buy
7,719
+619
+9% +$88.1K 0.15% 123
2023
Q2 		$950K Hold
7,100
– – 0.16% 117
2023
Q1 		$931K Sell
7,100
-1,000
-12% -$134K 0.16% 118
2022
Q4 		$1.14M Hold
8,100
– – 0.2% 104
2022
Q3 		$963K Hold
8,100
– – 0.18% 110
2022
Q2 		$1.14M Sell
8,100
-1,000
-11% -$135K 0.2% 106
2022
Q1 		$1.18M Sell
9,100
-1,000
-10% -$130K 0.17% 118
2021
Q4 		$1.35M Sell
10,100
-543
-5% -$68.1K 0.18% 112
2021
Q3 		$1.41M Buy
10,643
+44
+0.4% +$5.88K 0.21% 111
2021
Q2 		$1.49M Hold
10,599
– – 0.22% 109
2021
Q1 		$1.35M Sell
10,599
-105
-1% -$12.6K 0.21% 105
2020
Q4 		$1.29M Buy
10,704
+35
+0.3% +$4.04K 0.22% 100
2020
Q3 		$1.24M Hold
10,669
– – 0.23% 91
2020
Q2 		$1.23M Sell
10,669
-419
-4% -$48.7K 0.25% 86
2020
Q1 		$1.18M Sell
11,088
-1,700
-13% -$215K 0.28% 85
2019
Q4 		$1.64M Sell
12,788
-3,348
-21% -$435K 0.31% 84
2019
Q3 		$2.24M Sell
16,136
-136
-0.8% -$18.3K 0.45% 69
2019
Q2 		$2.15M Sell
16,272
-272
-2% -$35.7K 0.44% 68
2019
Q1 		$2.23M Buy
16,544
+492
+3% +$62.7K 0.47% 66
2018
Q4 		$1.75M Sell
16,052
-7,862
-33% -$944K 0.42% 70
2018
Q3 		$3.46M Sell
23,914
-397
-2% -$55.5K 0.75% 50
2018
Q2 		$3.25M Sell
24,311
-228
-0.9% -$31.8K 0.76% 51
2018
Q1 		$3.6M Buy
24,539
+3
+0% +$454 0.86% 39
2017
Q4 		$3.6M Sell
24,536
-825
-3% -$120K 1% 36
2017
Q3 		$3.52M Sell
25,361
-2,382
-9% -$332K 1.05% 32
2017
Q2 		$4.08M Sell
27,743
-2,667
-9% -$402K 1.31% 23
2017
Q1 		$5.06M Buy
30,410
+198
+0.7% +$33.2K 1.69% 13
2016
Q4 		$4.79M Sell
30,212
-2
-0% -$305 1.66% 16
2016
Q3 		$4.59M Sell
30,214
-652
-2% -$98.9K 1.61% 14
2016
Q2 		$4.48M Buy
30,866
+606
+2% +$86.7K 1.6% 14
2016
Q1 		$4.38M Sell
30,260
-3,859
-11% -$493K 1.64% 14
2015
Q4 		$4.49M Sell
34,119
-890
-3% -$120K 1.41% 20
2015
Q3 		$4.85M Sell
35,009
-326
-0.9% -$48.1K 1.63% 15
2015
Q2 		$5.5M Sell
35,335
-1,872
-5% -$301K 1.71% 13
2015
Q1 		$5.71M Sell
37,207
-3,180
-8% -$482K 1.81% 11
2014
Q4 		$6.2M Sell
40,387
-3,905
-9% -$621K 1.95% 9
2014
Q3 		$8.04M Sell
44,292
-257
-0.6% -$46.8K 2.67% 5
2014
Q2 		$7.72M Sell
44,549
-1,071
-2% -$193K 2.59% 5
2014
Q1 		$8.4M Sell
45,620
-3,375
-7% -$594K 2.97% 4
2013
Q4 		$8.79M Sell
48,995
-3,875
-7% -$668K 3.11% 3
2013
Q3 		$9.36M Sell
52,870
-257
-0.5% -$46.7K 3.67% 3
2013
Q2 		$9.71M Buy
+53,127
New +$10.3M 4.05% 3

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Penobscot Investment Management's IBM Position: Q2 2026 in Review

Penobscot Investment Management reduced its IBM (IBM) stake by 1.2% in Q2 2026, selling an estimated $23.7K and leaving 8,010 shares worth $2.25M. The position accounts for 0.15% of the portfolio, ranked #120.

Penobscot Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.71M in Q2 2013. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Penobscot Investment Management held 8,010 shares of IBM worth $2.25M as of Q2 2026.
  • Penobscot Investment Management sold 94 IBM shares in Q2 2026, an estimated $23.7K.
  • IBM made up 0.15% of Penobscot Investment Management's portfolio in Q2 2026, its #120 holding.
  • Penobscot Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Penobscot Investment Management's IBM position peaked at $9.71M in Q2 2013.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Penobscot Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.