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Relyea Zuckerberg Hanson’s IBM IBM Stock Holding History

Relyea Zuckerberg Hanson’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 		$922K Buy
3,280
+175
+6% +$44.1K 0.08% 118
2026
Q1 		$753K Buy
3,105
+66
+2% +$17.9K 0.08% 123
2025
Q4 		$900K Buy
3,039
+36
+1% +$10.8K 0.09% 111
2025
Q3 		$847K Sell
3,003
-16
-0.5% -$4.19K 0.09% 112
2025
Q2 		$890K Buy
3,019
+774
+34% +$199K 0.1% 104
2025
Q1 		$558K Buy
2,245
+141
+7% +$34.5K 0.08% 129
2024
Q4 		$463K Buy
2,104
+45
+2% +$10K 0.06% 156
2024
Q3 		$455K Buy
2,059
+232
+13% +$45.5K 0.07% 145
2024
Q2 		$316K Buy
1,827
+110
+6% +$19.1K 0.05% 175
2024
Q1 		$328K Buy
1,717
+59
+4% +$10.8K 0.06% 171
2023
Q4 		$271K Buy
1,658
+23
+1% +$3.48K 0.05% 176
2023
Q3 		$229K Sell
1,635
-587
-26% -$83.5K 0.05% 174
2023
Q2 		$297K Sell
2,222
-808
-27% -$104K 0.07% 151
2023
Q1 		$397K Sell
3,030
-1,317
-30% -$176K 0.1% 120
2022
Q4 		$612K Sell
4,347
-453
-9% -$62.5K 0.17% 82
2022
Q3 		$570K Buy
4,800
+1,193
+33% +$157K 0.21% 73
2022
Q2 		$509K Buy
3,607
+391
+12% +$52.8K 0.19% 85
2022
Q1 		$406K Buy
3,216
+1,487
+86% +$194K 0.13% 105
2021
Q4 		$224K Buy
1,729
+136
+9% +$17.1K 0.08% 140
2021
Q3 		$212K Buy
1,593
+93
+6% +$12.4K 0.08% 136
2021
Q2 		$210K Sell
1,500
-71
-5% -$9.71K 0.09% 127
2021
Q1 		$213K Sell
1,571
-736
-32% -$88.1K 0.09% 121
2020
Q4 		$278K Sell
2,307
-10
-0.4% -$1.16K 0.15% 96
2020
Q3 		$277K Sell
2,317
-53
-2% -$6.24K 0.18% 95
2020
Q2 		$274K Sell
2,370
-150
-6% -$17.4K 0.22% 89
2020
Q1 		$267K Buy
2,520
+56
+2% +$7.08K 0.29% 82
2019
Q4 		$316K Buy
+2,464
New +$320K 0.3% 76

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Relyea Zuckerberg Hanson's IBM Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its IBM (IBM) stake by 5.6% in Q2 2026, buying an estimated $44.1K and bringing the position to 3,280 shares worth $922K. The position accounts for 0.08% of the portfolio, ranked #118.

Relyea Zuckerberg Hanson first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Relyea Zuckerberg Hanson held 3,280 shares of IBM worth $922K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 175 IBM shares in Q2 2026, an estimated $44.1K.
  • IBM made up 0.08% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #118 holding.
  • Relyea Zuckerberg Hanson first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.