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Perpetual Ltd’s IBM IBM Stock Holding History

Perpetual Ltd’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 		$3.11M Sell
11,053
-1,469
-12% -$370K 0.04% 145
2026
Q1 		$3.04M Buy
12,522
+1,553
+14% +$420K 0.05% 135
2025
Q4 		$3.25M Buy
10,969
+970
+10% +$291K 0.05% 145
2025
Q3 		$2.82M Sell
9,999
-750
-7% -$196K 0.04% 169
2025
Q2 		$3.17M Sell
10,749
-875
-8% -$225K 0.04% 164
2025
Q1 		$2.89M Buy
11,624
+787
+7% +$193K 0.03% 167
2024
Q4 		$2.38M Buy
10,837
+2,291
+27% +$510K 0.03% 178
2024
Q3 		$1.89M Sell
8,546
-16,536
-66% -$3.24M 0.02% 201
2024
Q2 		$4.34M Buy
+25,082
New +$4.36M 0.05% 163
2023
Q3 		– Sell
-7,857
Closed -$1.05M – 476
2023
Q2 		$1.05M Buy
7,857
+1
+0% +$129 0.01% 311
2023
Q1 		$1.03M Buy
+7,856
New +$1.05M 0.01% 327
2020
Q3 		$956K Hold
8,217
– – 0.07% 192
2020
Q2 		$949K Buy
+8,217
New +$954K 0.09% 137
2020
Q1 		– Sell
-8,217
Closed -$1.05M – 206
2019
Q4 		$1.05M Hold
8,217
– – 0.16% 70
2019
Q3 		$1.14M Sell
8,217
-628
-7% -$84.7K 0.18% 68
2019
Q2 		$1.17M Hold
8,845
– – 0.19% 65
2019
Q1 		$1.19M Hold
8,845
– – 0.17% 67
2018
Q4 		$956K Hold
8,845
– – 0.14% 74
2018
Q3 		$1.28M Sell
8,845
-1,757
-17% -$246K 0.17% 70
2018
Q2 		$1.42M Sell
10,602
-837
-7% -$117K 0.17% 70
2018
Q1 		$1.68M Sell
11,439
-105,646
-90% -$16M 0.23% 57
2017
Q4 		$17.2M Sell
117,085
-9,205
-7% -$1.34M 2.22% 10
2017
Q3 		$17.9M Buy
126,290
+33,786
+37% +$4.71M 2.5% 8
2017
Q2 		$13.6M Buy
92,504
+19,121
+26% +$2.88M 1.06% 17
2017
Q1 		$12.1M Buy
+73,383
New +$12.3M 1.2% 22
2016
Q4 		– Sell
-115,426
Closed -$17.5M – 169
2016
Q3 		$17.5M Sell
115,426
-8,737
-7% -$1.33M 1.44% 14
2016
Q2 		$18M Sell
124,163
-1,055
-0.8% -$151K 1.79% 14
2016
Q1 		$18.1M Buy
125,218
+11,740
+10% +$1.5M 1.84% 13
2015
Q4 		$14.9M Buy
113,478
+58,561
+107% +$7.87M 1.67% 14
2015
Q3 		$7.61M Buy
54,917
+3,601
+7% +$532K 0.9% 30
2015
Q2 		$7.98M Hold
51,316
– – 0.92% 25
2015
Q1 		$7.87M Buy
51,316
+42,093
+456% +$6.38M 0.89% 29
2014
Q4 		$1.42M Buy
9,223
+2,197
+31% +$350K 0.17% 136
2014
Q3 		$1.27M Sell
7,026
-1,046
-13% -$191K 0.14% 129
2014
Q2 		$1.4M Buy
8,072
+1,255
+18% +$226K 0.12% 123
2014
Q1 		$1.25M Hold
6,817
– – 0.18% 113
2013
Q4 		$1.22M Buy
6,817
+1,046
+18% +$180K 0.16% 115
2013
Q3 		$1.02M Hold
5,771
– – 0.14% 130
2013
Q2 		$1.05M Buy
+5,771
New +$1.12M 0.16% 121

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Perpetual Ltd's IBM Position: Q2 2026 in Review

Perpetual Ltd reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $370K and leaving 11,053 shares worth $3.11M. The position accounts for 0.04% of the portfolio, ranked #145.

Perpetual Ltd first reported a position in IBM in Q2 2013 and has held it in 39 quarters since. The position peaked at $18.1M in Q1 2016. 1,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Perpetual Ltd held 11,053 shares of IBM worth $3.11M as of Q2 2026.
  • Perpetual Ltd sold 1,469 IBM shares in Q2 2026, an estimated $370K.
  • IBM made up 0.04% of Perpetual Ltd's portfolio in Q2 2026, its #145 holding.
  • Perpetual Ltd first reported a position in IBM in Q2 2013 and has held it in 39 quarters since.
  • Perpetual Ltd's IBM position peaked at $18.1M in Q1 2016.
  • 1,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.