Slocum, Gordon & Co’s IBM IBM Stock Holding History

Slocum, Gordon & Co’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 Q3	$1.59M	Sell	7,216 -300	-4%	-$71.2K	1.11%	29
2026 Q2	$2.11M	Buy	7,516 +6	+0.1%	+$1.51K	1.4%	23
2026 Q1	$1.82M	Hold	7,510	–	–	1.24%	26
2025 Q4	$2.22M	Hold	7,510	–	–	1.61%	22
2025 Q3	$2.12M	Hold	7,510	–	–	1.69%	20
2025 Q2	$2.21M	Sell	7,510 -1,475	-16%	-$380K	1.78%	19
2025 Q1	$2.23M	Hold	8,985	–	–	1.66%	21
2024 Q4	$1.98M	Hold	8,985	–	–	1.62%	19
2024 Q3	$1.99M	Sell	8,985 -45	-0.5%	-$8.82K	0.8%	26
2024 Q2	$1.56M	Hold	9,030	–	–	1.16%	26
2024 Q1	$1.72M	Sell	9,030 -85	-0.9%	-$15.5K	1.28%	24
2023 Q4	$1.49M	Buy	9,115 +377	+4%	+$57K	1.31%	22
2023 Q3	$1.23M	Hold	8,738	–	–	1.07%	25
2023 Q2	$1.17M	Sell	8,738 -14	-0.2%	-$1.81K	0.85%	25
2023 Q1	$1.15M	Hold	8,752	–	–	0.95%	24
2022 Q4	$1.23M	Buy	+8,752	New	+$1.21M	0.79%	26

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Slocum, Gordon & Co's IBM Position: Q3 2026 in Review

Slocum, Gordon & Co reduced its IBM (IBM) stake by 4% in Q3 2026, selling an estimated $71.2K and leaving 7,216 shares worth $1.59M. The position accounts for 1.11% of the portfolio, ranked #29.

Slocum, Gordon & Co first reported a position in IBM in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.23M in Q1 2025. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Slocum, Gordon & Co held 7,216 shares of IBM worth $1.59M as of Q3 2026.
Slocum, Gordon & Co sold 300 IBM shares in Q3 2026, an estimated $71.2K.
IBM made up 1.11% of Slocum, Gordon & Co's portfolio in Q3 2026, its #29 holding.
Slocum, Gordon & Co first reported a position in IBM in Q4 2022 and has held it in 16 quarters since.
Slocum, Gordon & Co's IBM position peaked at $2.23M in Q1 2025.
2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.