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Putney Financial Group’s IBM IBM Stock Holding History

Putney Financial Group’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 		$1.42M Buy
5,055
+66
+1% +$16.6K 1.28% 19
2026
Q1 		$1.21M Sell
4,989
-176
-3% -$47.6K 1.22% 19
2025
Q4 		$1.53M Buy
5,165
+19
+0.4% +$5.69K 1.43% 14
2025
Q3 		$1.45M Sell
5,146
-235
-4% -$61.5K 1.44% 14
2025
Q2 		$1.59M Sell
5,381
-115
-2% -$29.6K 1.6% 11
2025
Q1 		$1.37M Sell
5,496
-290
-5% -$70.9K 1.44% 13
2024
Q4 		$1.27M Buy
+5,786
New +$1.29M 1.13% 19

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Putney Financial Group's IBM Position: Q2 2026 in Review

Putney Financial Group increased its IBM (IBM) stake by 1.3% in Q2 2026, buying an estimated $16.6K and bringing the position to 5,055 shares worth $1.42M. The position accounts for 1.28% of the portfolio, ranked #19.

Putney Financial Group first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q2 2025. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Putney Financial Group held 5,055 shares of IBM worth $1.42M as of Q2 2026.
  • Putney Financial Group bought 66 IBM shares in Q2 2026, an estimated $16.6K.
  • IBM made up 1.28% of Putney Financial Group's portfolio in Q2 2026, its #19 holding.
  • Putney Financial Group first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Putney Financial Group's IBM position peaked at $1.59M in Q2 2025.
  • 1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.