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Penobscot Wealth Management’s IBM IBM Stock Holding History

Penobscot Wealth 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 		$241K Buy
855
+5
+0.6% +$1.26K 0.06% 107
2026
Q1 		$206K Hold
850
– – 0.06% 107
2025
Q4 		$252K Hold
850
– – 0.08% 89
2025
Q3 		$240K Sell
850
-42
-5% -$11K 0.08% 92
2025
Q2 		$263K Buy
892
+42
+5% +$10.8K 0.09% 84
2025
Q1 		$211K Buy
+850
New +$208K 0.09% 87

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Penobscot Wealth Management increased its IBM (IBM) stake by 0.59% in Q2 2026, buying an estimated $1.26K and bringing the position to 855 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #107.

Penobscot Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $263K in Q2 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Penobscot Wealth Management held 855 shares of IBM worth $241K as of Q2 2026.
  • Penobscot Wealth Management bought 5 IBM shares in Q2 2026, an estimated $1.26K.
  • IBM made up 0.06% of Penobscot Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Penobscot Wealth Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Penobscot Wealth Management's IBM position peaked at $263K in Q2 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.