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Pettee Investors’s IBM IBM Stock Holding History

Pettee Investors’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 		$4.65M Buy
16,545
+19
+0.1% +$4.79K 2.29% 11
2026
Q1 		$3.82M Hold
16,526
– – 1.97% 11
2025
Q4 		$4.9M Sell
16,526
-407
-2% -$122K 2.75% 8
2025
Q3 		$4.78M Buy
16,933
+2,114
+14% +$553K 2.63% 8
2025
Q2 		$4.37M Sell
14,819
-370
-2% -$95.3K 2.61% 7
2025
Q1 		$3.78M Sell
15,189
-2,798
-16% -$684K 2.25% 8
2024
Q4 		$3.95M Buy
17,987
+135
+0.8% +$30.1K 2.01% 10
2024
Q3 		$3.95M Hold
17,852
– – 1.92% 11
2024
Q2 		$3.09M Sell
17,852
-1,975
-10% -$343K 1.49% 19
2024
Q1 		$3.79M Hold
19,827
– – 1.6% 16
2023
Q4 		$3.24M Sell
19,827
-155
-0.8% -$23.4K 1.43% 19
2023
Q3 		$2.8M Sell
19,982
-198
-1% -$28.2K 1.33% 19
2023
Q2 		$2.7M Buy
20,180
+1,015
+5% +$131K 1.22% 23
2023
Q1 		$2.51M Buy
19,165
+1,439
+8% +$193K 1.2% 24
2022
Q4 		$2.5M Buy
17,726
+345
+2% +$47.6K 1.23% 21
2022
Q3 		$2.06M Sell
17,381
-50
-0.3% -$6.56K 1.11% 25
2022
Q2 		$2.46M Buy
17,431
+1,208
+7% +$163K 1.22% 25
2022
Q1 		$2.11M Buy
16,223
+72
+0.4% +$9.39K 0.93% 30
2021
Q4 		$2.16M Buy
16,151
+303
+2% +$38K 0.9% 34
2021
Q3 		$2.1M Buy
15,848
+42
+0.3% +$5.61K 0.98% 31
2021
Q2 		$2.21M Hold
15,806
– – 1.04% 28
2021
Q1 		$2.01M Buy
15,806
+8
+0.1% +$957 0.97% 29
2020
Q4 		$1.9M Buy
15,798
+612
+4% +$70.7K 1.01% 28
2020
Q3 		$1.77M Buy
15,186
+69
+0.5% +$8.12K 1.02% 26
2020
Q2 		$1.75M Buy
15,117
+863
+6% +$100K 1.08% 27
2020
Q1 		$1.51M Sell
14,254
-523
-4% -$66.1K 1.09% 26
2019
Q4 		$1.89M Buy
14,777
+732
+5% +$95.1K 1.08% 24
2019
Q3 		$1.95M Hold
14,045
– – 1.23% 21
2019
Q2 		$1.85M Buy
14,045
+210
+2% +$27.6K 1.18% 21
2019
Q1 		$1.87M Buy
13,835
+392
+3% +$50K 1.18% 23
2018
Q4 		$1.46M Sell
13,443
-783
-6% -$94K 1.04% 24
2018
Q3 		$2.06M Buy
14,226
+1,412
+11% +$197K 1.21% 19
2018
Q2 		$1.71M Hold
12,814
– – 1.08% 23
2018
Q1 		$1.88M Buy
12,814
+555
+5% +$84K 1.16% 20
2017
Q4 		$1.8M Sell
12,259
-52
-0.4% -$7.56K 1.09% 22
2017
Q3 		$1.71M Hold
12,311
– – 1.1% 21
2017
Q2 		$1.81M Hold
12,311
– – 1.61% 18
2017
Q1 		$2.05M Hold
12,311
– – 1.85% 17
2016
Q4 		$1.95M Sell
12,311
-210
-2% -$32K 1.86% 17
2016
Q3 		$1.9M Buy
12,521
+53
+0.4% +$8.04K 1.84% 17
2016
Q2 		$1.81M Hold
12,468
– – 1.75% 17
2016
Q1 		$1.8M Sell
12,468
-1,004
-7% -$128K 1.86% 17
2015
Q4 		$1.77M Sell
13,472
-2,092
-13% -$281K 1.71% 18
2015
Q3 		$2.16M Hold
15,564
– – 2.26% 14
2015
Q2 		$2.42M Hold
15,564
– – 2.35% 13
2015
Q1 		$2.39M Hold
15,564
– – 2.32% 14
2014
Q4 		$2.39M Sell
15,564
-105
-0.7% -$16.7K 2.29% 15
2014
Q3 		$2.84M Sell
15,669
-2,004
-11% -$365K 2.79% 10
2014
Q2 		$3.06M Hold
17,673
– – 2.78% 11
2014
Q1 		$3.25M Hold
17,673
– – 3.06% 9
2013
Q4 		$3.17M Buy
+17,673
New +$3.05M 2.98% 9

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pettee Investors's IBM Position: Q2 2026 in Review

Pettee Investors increased its IBM (IBM) stake by 0.11% in Q2 2026, buying an estimated $4.79K and bringing the position to 16,545 shares worth $4.65M. The position accounts for 2.29% of the portfolio, ranked #11.

Pettee Investors first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.9M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Pettee Investors held 16,545 shares of IBM worth $4.65M as of Q2 2026.
  • Pettee Investors bought 19 IBM shares in Q2 2026, an estimated $4.79K.
  • IBM made up 2.29% of Pettee Investors's portfolio in Q2 2026, its #11 holding.
  • Pettee Investors first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
  • Pettee Investors's IBM position peaked at $4.9M in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.