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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Slocum, Gordon & Co's IBM Position: Q2 2026 in Review

Slocum, Gordon & Co increased its IBM (IBM) stake by 0.08% in Q2 2026, buying an estimated $1.51K and bringing the position to 7,516 shares worth $2.11M. The position accounts for 1.4% of the portfolio, ranked #23.

Slocum, Gordon & Co first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.23M in Q1 2025. 1,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Slocum, Gordon & Co held 7,516 shares of IBM worth $2.11M as of Q2 2026.
Slocum, Gordon & Co bought 6 IBM shares in Q2 2026, an estimated $1.51K.
IBM made up 1.4% of Slocum, Gordon & Co's portfolio in Q2 2026, its #23 holding.
Slocum, Gordon & Co first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
Slocum, Gordon & Co's IBM position peaked at $2.23M in Q1 2025.
1,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.