Samalin Investment Counsel’s IBM IBM Stock Holding History

Samalin Investment Counsel’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	$304K	Sell	1,082 -362	-25%	-$91.2K	0.1%	241
2026 Q1	$350K	Buy	1,444 +6	+0.4%	+$1.62K	0.12%	225
2025 Q4	$426K	Buy	1,438 +6	+0.4%	+$1.8K	0.15%	191
2025 Q3	$404K	Buy	1,432 +40	+3%	+$10.5K	0.14%	206
2025 Q2	$411K	Buy	1,392 +8	+0.6%	+$2.06K	0.16%	202
2025 Q1	$344K	Buy	+1,384	New	+$339K	0.14%	214
2020 Q1	–	Sell	-188	Closed	-$24K	–	296
2019 Q4	$24K	Buy	+188	New	+$24.4K	0.02%	355

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Samalin Investment Counsel's IBM Position: Q2 2026 in Review

Samalin Investment Counsel reduced its IBM (IBM) stake by 25% in Q2 2026, selling an estimated $91.2K and leaving 1,082 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #241.

Samalin Investment Counsel first reported a position in IBM in Q4 2019 and has held it in 7 quarters since. The position peaked at $426K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Samalin Investment Counsel held 1,082 shares of IBM worth $304K as of Q2 2026.
Samalin Investment Counsel sold 362 IBM shares in Q2 2026, an estimated $91.2K.
IBM made up 0.1% of Samalin Investment Counsel's portfolio in Q2 2026, its #241 holding.
Samalin Investment Counsel first reported a position in IBM in Q4 2019 and has held it in 7 quarters since.
Samalin Investment Counsel's IBM position peaked at $426K in Q4 2025.
1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.