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Princeton Global Asset Management’s IBM IBM Stock Holding History

Princeton Global Asset 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 		$654K Sell
2,325
-44
-2% -$11.1K 0.09% 126
2026
Q1 		$574K Buy
2,369
+109
+5% +$29.5K 0.09% 123
2025
Q4 		$670K Buy
2,260
+862
+62% +$258K 0.11% 117
2025
Q3 		$394K Buy
1,398
+154
+12% +$40.3K 0.07% 150
2025
Q2 		$367K Buy
1,244
+461
+59% +$119K 0.07% 146
2025
Q1 		$195K Buy
783
+3
+0.4% +$734 0.04% 189
2024
Q4 		$171K Buy
780
+153
+24% +$34.1K 0.03% 199
2024
Q3 		$139K Buy
627
+5
+0.8% +$980 0.03% 213
2024
Q2 		$108K Buy
622
+4
+0.6% +$695 0.02% 213
2024
Q1 		$118K Buy
618
+5
+0.8% +$912 0.03% 190
2023
Q4 		$100K Buy
613
+4
+0.7% +$604 0.03% 199
2023
Q3 		$85.4K Sell
609
-1,500
-71% -$213K 0.02% 201
2023
Q2 		$282K Buy
2,109
+6
+0.3% +$774 0.08% 140
2023
Q1 		$276K Buy
2,103
+6
+0.3% +$803 0.08% 144
2022
Q4 		$295K Buy
2,097
+6
+0.3% +$828 0.1% 129
2022
Q3 		$248K Buy
2,091
+5
+0.2% +$656 0.09% 138
2022
Q2 		$294K Buy
2,086
+6
+0.3% +$810 0.1% 134
2022
Q1 		$270K Hold
2,080
– – 0.08% 152
2021
Q4 		$278K Sell
2,080
-206
-9% -$25.8K 0.08% 157
2021
Q3 		$304K Buy
2,286
+11
+0.5% +$1.47K 0.09% 150
2021
Q2 		$319K Sell
2,275
-432
-16% -$59.1K 0.1% 144
2021
Q1 		$345K Buy
2,707
+31
+1% +$3.71K 0.11% 140
2020
Q4 		$322K Buy
2,676
+105
+4% +$12.1K 0.11% 140
2020
Q3 		$299K Hold
2,571
– – 0.12% 136
2020
Q2 		$296K Buy
2,571
+1,674
+187% +$194K 0.09% 158
2020
Q1 		$95K Buy
897
+878
+4,621% +$111K 0.04% 192
2019
Q4 		$2 Hold
19
– – ﹤0.01% 475
2019
Q3 		$3K Buy
+19
New +$2.56K ﹤0.01% 329

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Princeton Global Asset Management's IBM Position: Q2 2026 in Review

Princeton Global Asset Management reduced its IBM (IBM) stake by 1.9% in Q2 2026, selling an estimated $11.1K and leaving 2,325 shares worth $654K. The position accounts for 0.09% of the portfolio, ranked #126.

Princeton Global Asset Management first reported a position in IBM in Q3 2019 and has held it in 28 quarters since. The position peaked at $670K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Princeton Global Asset Management held 2,325 shares of IBM worth $654K as of Q2 2026.
  • Princeton Global Asset Management sold 44 IBM shares in Q2 2026, an estimated $11.1K.
  • IBM made up 0.09% of Princeton Global Asset Management's portfolio in Q2 2026, its #126 holding.
  • Princeton Global Asset Management first reported a position in IBM in Q3 2019 and has held it in 28 quarters since.
  • Princeton Global Asset Management's IBM position peaked at $670K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.