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Piedmont Capital Management (Montana)’s IBM IBM Stock Holding History

Piedmont Capital Management (Montana)’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 		$1.32M Sell
4,601
-118
-3% -$29.7K 0.67% 22
2026
Q1 		$1.16M Sell
4,719
-205
-4% -$55.5K 0.59% 23
2025
Q4 		$1.46M Buy
4,924
+84
+2% +$25.2K 0.74% 18
2025
Q3 		$1.37M Buy
4,840
+82
+2% +$21.5K 0.72% 18
2025
Q2 		$1.4M Sell
4,758
-607
-11% -$156K 0.81% 19
2025
Q1 		$1.19M Sell
5,365
-56
-1% -$13.7K 0.85% 18
2024
Q4 		$1.19M Sell
5,421
-71
-1% -$15.8K 0.72% 19
2024
Q3 		$1.28M Sell
5,492
-605
-10% -$119K 0.77% 19
2024
Q2 		$1.16M Hold
6,097
– – 0.79% 19
2024
Q1 		$1.16M Buy
6,097
+40
+0.7% +$7.3K 0.79% 19
2023
Q4 		$991K Buy
6,057
+22
+0.4% +$3.32K 0.72% 21
2023
Q3 		$847K Sell
6,035
-53
-0.9% -$7.54K 0.68% 23
2023
Q2 		$815K Buy
6,088
+47
+0.8% +$6.07K 0.62% 23
2023
Q1 		$787K Buy
6,041
+108
+2% +$14.4K 0.63% 24
2022
Q4 		$836K Buy
5,933
+226
+4% +$31.2K 0.7% 21
2022
Q3 		$684K Sell
5,707
-85
-1% -$11.2K 0.62% 20
2022
Q2 		$818K Sell
5,792
-617
-10% -$83.3K 0.84% 19
2022
Q1 		$838K Buy
6,409
+487
+8% +$63.5K 0.63% 23
2021
Q4 		$792K Sell
5,922
-19
-0.3% -$2.38K 0.62% 23
2021
Q3 		$790K Buy
5,941
+479
+9% +$64K 0.63% 22
2021
Q2 		$767K Buy
5,462
+297
+6% +$40.6K 0.64% 20
2021
Q1 		$665K Buy
5,165
+480
+10% +$57.4K 0.62% 25
2020
Q4 		$564K Buy
+4,685
New +$541K 0.57% 23

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

Piedmont Capital Management (Montana)'s IBM Position: Q2 2026 in Review

Piedmont Capital Management (Montana) reduced its IBM (IBM) stake by 2.5% in Q2 2026, selling an estimated $29.7K and leaving 4,601 shares worth $1.32M. The position accounts for 0.67% of the portfolio, ranked #22.

Piedmont Capital Management (Montana) first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.46M in Q4 2025. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Piedmont Capital Management (Montana) held 4,601 shares of IBM worth $1.32M as of Q2 2026.
  • Piedmont Capital Management (Montana) sold 118 IBM shares in Q2 2026, an estimated $29.7K.
  • IBM made up 0.67% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #22 holding.
  • Piedmont Capital Management (Montana) first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Piedmont Capital Management (Montana)'s IBM position peaked at $1.46M in Q4 2025.
  • 3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.