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Procyon Advisors’s IBM IBM Stock Holding History

Procyon Advisors’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 		$4.71M Buy
16,765
+1,194
+8% +$301K 0.2% 114
2026
Q1 		$3.77M Buy
15,571
+2,437
+19% +$659K 0.18% 121
2025
Q4 		$3.89M Buy
13,134
+1,356
+12% +$406K 0.19% 109
2025
Q3 		$3.32M Sell
11,778
-1,382
-11% -$362K 0.2% 98
2025
Q2 		$3.88M Sell
13,160
-2,045
-13% -$527K 0.36% 61
2025
Q1 		$3.78M Buy
15,205
+3,094
+26% +$757K 0.23% 101
2024
Q4 		$2.66M Buy
12,111
+5,118
+73% +$1.14M 0.17% 125
2024
Q3 		$1.55M Buy
6,993
+3,151
+82% +$618K 0.11% 190
2024
Q2 		$665K Sell
3,842
-74
-2% -$12.9K 0.05% 276
2024
Q1 		$748K Sell
3,916
-955
-20% -$174K 0.06% 259
2023
Q4 		$797K Buy
4,871
+1,185
+32% +$179K 0.07% 239
2023
Q3 		$517K Buy
3,686
+208
+6% +$29.6K 0.05% 295
2023
Q2 		$465K Buy
3,478
+1,437
+70% +$185K 0.06% 287
2023
Q1 		$268K Buy
2,041
+419
+26% +$56.1K 0.04% 323
2022
Q4 		$228K Sell
1,622
-214
-12% -$29.5K 0.04% 333
2022
Q3 		$218K Sell
1,836
-204
-10% -$26.8K 0.05% 290
2022
Q2 		$288K Sell
2,040
-247
-11% -$33.3K 0.06% 258
2022
Q1 		$297K Sell
2,287
-175
-7% -$22.8K 0.06% 266
2021
Q4 		$329K Sell
2,462
-1,328
-35% -$167K 0.07% 243
2021
Q3 		$503K Sell
3,790
-212
-5% -$28.3K 0.13% 153
2021
Q2 		$561K Buy
+4,002
New +$547K 0.15% 124
2020
Q3 		– Sell
-1,236
Closed -$143K – 578
2020
Q2 		$143K Buy
1,236
+575
+87% +$66.8K 0.08% 236
2020
Q1 		$70K Hold
661
– – 0.05% 284
2019
Q4 		$85K Buy
+661
New +$85.9K 0.05% 281

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

Procyon Advisors's IBM Position: Q2 2026 in Review

Procyon Advisors increased its IBM (IBM) stake by 7.7% in Q2 2026, buying an estimated $301K and bringing the position to 16,765 shares worth $4.71M. The position accounts for 0.2% of the portfolio, ranked #114.

Procyon Advisors first reported a position in IBM in Q4 2019 and has held it in 24 quarters since. 1,919 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Procyon Advisors held 16,765 shares of IBM worth $4.71M as of Q2 2026.
  • Procyon Advisors bought 1,194 IBM shares in Q2 2026, an estimated $301K.
  • IBM made up 0.2% of Procyon Advisors's portfolio in Q2 2026, its #114 holding.
  • Procyon Advisors first reported a position in IBM in Q4 2019 and has held it in 24 quarters since.
  • 1,919 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.