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SlateStone Wealth’s IBM IBM Stock Holding History

SlateStone Wealth’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 		$3.4M Buy
12,071
+119
+1% +$30K 0.26% 81
2026
Q1 		$2.9M Buy
11,952
+1,047
+10% +$283K 0.24% 89
2025
Q4 		$3.23M Buy
10,905
+171
+2% +$51.2K 0.27% 88
2025
Q3 		$3.03M Buy
10,734
+133
+1% +$34.8K 0.26% 90
2025
Q2 		$3.13M Buy
10,601
+65
+0.6% +$16.7K 0.29% 83
2025
Q1 		$2.62M Sell
10,536
-465
-4% -$114K 0.26% 87
2024
Q4 		$2.42M Buy
11,001
+202
+2% +$45K 0.24% 92
2024
Q3 		$2.39M Buy
10,799
+40
+0.4% +$7.84K 0.22% 92
2024
Q2 		$1.86M Buy
10,759
+663
+7% +$115K 0.2% 101
2024
Q1 		$1.93M Buy
10,096
+4,581
+83% +$836K 0.19% 98
2023
Q4 		$902K Buy
5,515
+183
+3% +$27.7K 0.12% 128
2023
Q3 		$748K Buy
5,332
+1,577
+42% +$224K 0.11% 126
2023
Q2 		$502K Sell
3,755
-157
-4% -$20.3K 0.09% 135
2023
Q1 		$513K Buy
3,912
+1,337
+52% +$179K 0.11% 133
2022
Q4 		$363K Buy
2,575
+324
+14% +$44.7K 0.09% 139
2022
Q3 		$267K Buy
2,251
+180
+9% +$23.6K 0.07% 162
2022
Q2 		$292K Buy
+2,071
New +$280K 0.07% 153
2019
Q4 		– Sell
-1,564
Closed -$217K – 218
2019
Q3 		$217K Sell
1,564
-6
-0.4% -$809 0.06% 159
2019
Q2 		$207K Buy
1,570
+68
+5% +$8.93K 0.06% 168
2019
Q1 		$203K Buy
+1,502
New +$191K 0.06% 154

Other funds holding IBM

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SlateStone Wealth's IBM Position: Q2 2026 in Review

SlateStone Wealth increased its IBM (IBM) stake by 1% in Q2 2026, buying an estimated $30K and bringing the position to 12,071 shares worth $3.4M. The position accounts for 0.26% of the portfolio, ranked #81.

SlateStone Wealth first reported a position in IBM in Q1 2019 and has held it in 20 quarters since. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • SlateStone Wealth held 12,071 shares of IBM worth $3.4M as of Q2 2026.
  • SlateStone Wealth bought 119 IBM shares in Q2 2026, an estimated $30K.
  • IBM made up 0.26% of SlateStone Wealth's portfolio in Q2 2026, its #81 holding.
  • SlateStone Wealth first reported a position in IBM in Q1 2019 and has held it in 20 quarters since.
  • 1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.