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PSI Advisors’s IBM IBM Stock Holding History

PSI 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 		$617K Buy
2,195
+36
+2% +$9.07K 0.14% 84
2026
Q1 		$523K Sell
2,159
-12
-0.6% -$3.25K 0.13% 86
2025
Q4 		$643K Sell
2,171
-2
-0.1% -$599 0.16% 71
2025
Q3 		$613K Buy
2,173
+267
+14% +$69.9K 0.16% 67
2025
Q2 		$562K Sell
1,906
-7
-0.4% -$1.8K 0.28% 48
2025
Q1 		$476K Sell
1,913
-61
-3% -$14.9K 0.15% 73
2024
Q4 		$434K Buy
1,974
+23
+1% +$5.12K 0.13% 86
2024
Q3 		$431K Sell
1,951
-59
-3% -$11.6K 0.13% 91
2024
Q2 		$348K Buy
2,010
+2
+0.1% +$348 0.11% 100
2024
Q1 		$383K Sell
2,008
-25
-1% -$4.56K 0.14% 91
2023
Q4 		$332K Buy
2,033
+164
+9% +$24.8K 0.12% 97
2023
Q3 		$262K Buy
1,869
+1
+0.1% +$142 0.11% 107
2023
Q2 		$250K Buy
1,868
+214
+13% +$27.6K 0.11% 105
2023
Q1 		$217K Buy
1,654
+628
+61% +$84K 0.1% 107
2022
Q4 		$145K Sell
1,026
-150
-13% -$20.7K 0.08% 128
2022
Q3 		$140K Buy
1,176
+418
+55% +$54.9K 0.07% 138
2022
Q2 		$107K Buy
758
+147
+24% +$19.8K 0.05% 169
2022
Q1 		$79K Sell
611
-291
-32% -$38K 0.03% 218
2021
Q4 		$121K Sell
902
-37
-4% -$4.64K 0.05% 182
2021
Q3 		$125K Buy
+939
New +$126K 0.06% 177
2020
Q1 		– Sell
-310
Closed -$39K – 309
2019
Q4 		$39K Buy
+310
New +$40.3K 0.03% 288

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

PSI Advisors's IBM Position: Q2 2026 in Review

PSI Advisors increased its IBM (IBM) stake by 1.7% in Q2 2026, buying an estimated $9.07K and bringing the position to 2,195 shares worth $617K. The position accounts for 0.14% of the portfolio, ranked #84.

PSI Advisors first reported a position in IBM in Q4 2019 and has held it in 21 quarters since. The position peaked at $643K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • PSI Advisors held 2,195 shares of IBM worth $617K as of Q2 2026.
  • PSI Advisors bought 36 IBM shares in Q2 2026, an estimated $9.07K.
  • IBM made up 0.14% of PSI Advisors's portfolio in Q2 2026, its #84 holding.
  • PSI Advisors first reported a position in IBM in Q4 2019 and has held it in 21 quarters since.
  • PSI Advisors's IBM position peaked at $643K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.