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Sigma Investment Counselors’s IBM IBM Stock Holding History

Sigma Investment Counselors’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 		$361K Buy
+1,284
New +$324K 0.02% 163
2026
Q1 		– Sell
-856
Closed -$253K – 200
2025
Q4 		$253K Sell
856
-87
-9% -$26.1K 0.01% 184
2025
Q3 		$266K Buy
943
+42
+5% +$11K 0.01% 178
2025
Q2 		$265K Sell
901
-16
-2% -$4.12K 0.01% 178
2025
Q1 		$228K Sell
917
-150
-14% -$36.7K 0.01% 177
2024
Q4 		$234K Buy
+1,067
New +$238K 0.01% 182
2016
Q1 		– Sell
-3,864
Closed -$508K – 121
2015
Q4 		$508K Sell
3,864
-139
-3% -$18.7K 0.09% 81
2015
Q3 		$555K Sell
4,003
-52
-1% -$7.68K 0.11% 79
2015
Q2 		$631K Buy
4,055
+6
+0.1% +$964 0.12% 78
2015
Q1 		$621K Sell
4,049
-758
-16% -$115K 0.12% 78
2014
Q4 		$737K Sell
4,807
-537
-10% -$85.4K 0.14% 77
2014
Q3 		$970K Sell
5,344
-523
-9% -$95.3K 0.19% 71
2014
Q2 		$1.02M Sell
5,867
-712
-11% -$128K 0.2% 66
2014
Q1 		$1.21M Sell
6,579
-320
-5% -$56.3K 0.24% 65
2013
Q4 		$1.24M Sell
6,899
-2,203
-24% -$380K 0.27% 66
2013
Q3 		$1.61M Sell
9,102
-140
-2% -$25.4K 0.37% 64
2013
Q2 		$1.69M Buy
+9,242
New +$1.8M 0.44% 63

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

Sigma Investment Counselors's IBM Position: Q2 2026 in Review

Sigma Investment Counselors opened a new position in IBM (IBM) in Q2 2026: 1,284 shares worth $361K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings. This is a return to the name: Sigma Investment Counselors previously reported a position in IBM as recently as Q4 2025.

Sigma Investment Counselors first reported a position in IBM in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.69M in Q2 2013. 1,793 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sigma Investment Counselors held 1,284 shares of IBM worth $361K as of Q2 2026.
  • IBM was a new Sigma Investment Counselors position in Q2 2026.
  • IBM made up 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #163 holding.
  • Sigma Investment Counselors first reported a position in IBM in Q2 2013 and has held it in 17 quarters since.
  • Sigma Investment Counselors's IBM position peaked at $1.69M in Q2 2013.
  • 1,793 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.