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Steigerwald Gordon & Koch’s IBM IBM Stock Holding History

Steigerwald Gordon & Koch’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 		$27.4M Sell
97,405
-57
-0.1% -$14.4K 2.72% 13
2026
Q1 		$23.6M Buy
97,462
+791
+0.8% +$214K 2.43% 16
2025
Q4 		$28.6M Sell
96,671
-2,381
-2% -$713K 2.75% 9
2025
Q3 		$27.9M Sell
99,052
-447
-0.4% -$117K 2.68% 11
2025
Q2 		$29.3M Sell
99,499
-92
-0.1% -$23.7K 3.09% 5
2025
Q1 		$24.8M Sell
99,591
-1,649
-2% -$403K 2.76% 13
2024
Q4 		$22.3M Sell
101,240
-322
-0.3% -$71.7K 2.51% 16
2024
Q3 		$22.5M Buy
101,562
+2,267
+2% +$445K 2.45% 18
2024
Q2 		$17.2M Buy
99,295
+3,375
+4% +$586K 2.08% 22
2024
Q1 		$18.3M Buy
95,920
+1,324
+1% +$242K 2.28% 18
2023
Q4 		$15.5M Buy
94,596
+1,356
+1% +$205K 2.09% 21
2023
Q3 		$13.1M Buy
93,240
+2,334
+3% +$332K 2% 23
2023
Q2 		$12.2M Buy
90,906
+3,119
+4% +$403K 1.78% 31
2023
Q1 		$11.5M Buy
87,787
+3,527
+4% +$472K 1.72% 32
2022
Q4 		$11.9M Buy
84,260
+2,500
+3% +$345K 1.89% 26
2022
Q3 		$9.71M Buy
81,760
+3,948
+5% +$518K 1.78% 28
2022
Q2 		$11M Buy
77,812
+1,157
+2% +$156K 1.91% 24
2022
Q1 		$9.97M Buy
76,655
+3,133
+4% +$409K 1.52% 33
2021
Q4 		$9.83M Buy
73,522
+182
+0.2% +$22.8K 1.48% 33
2021
Q3 		$9.74M Buy
73,340
+4,462
+6% +$596K 1.59% 30
2021
Q2 		$9.65M Buy
68,878
+4,835
+8% +$661K 1.6% 29
2021
Q1 		$8.16M Buy
64,043
+2,350
+4% +$281K 1.52% 32
2020
Q4 		$7.42M Buy
61,693
+2,991
+5% +$346K 1.51% 30
2020
Q3 		$6.83M Buy
58,702
+1,714
+3% +$202K 1.62% 29
2020
Q2 		$6.58M Buy
56,988
+1,058
+2% +$123K 1.74% 28
2020
Q1 		$5.93M Sell
55,930
-605
-1% -$76.5K 2.01% 24
2019
Q4 		$7.25M Sell
56,535
-343
-0.6% -$44.6K 1.7% 29
2019
Q3 		$7.91M Sell
56,878
-29
-0.1% -$3.91K 2.02% 28
2019
Q2 		$7.5M Sell
56,907
-414
-0.7% -$54.4K 1.94% 29
2019
Q1 		$7.73M Buy
57,321
+2,381
+4% +$304K 2.04% 28
2018
Q4 		$5.97M Sell
54,940
-945
-2% -$113K 1.78% 31
2018
Q3 		$8.08M Sell
55,885
-452
-0.8% -$63.2K 2.03% 28
2018
Q2 		$7.52M Buy
56,337
+1,023
+2% +$143K 1.99% 27
2018
Q1 		$8.11M Sell
55,314
-520
-0.9% -$78.7K 2.27% 23
2017
Q4 		$8.15M Sell
55,834
-1,996
-3% -$290K 2.25% 27
2017
Q3 		$7.98M Buy
57,830
+1,158
+2% +$161K 2.2% 26
2017
Q2 		$8.28M Buy
56,672
+3,181
+6% +$480K 2.33% 25
2017
Q1 		$8.84M Buy
53,491
+2,641
+5% +$443K 2.62% 20
2016
Q4 		$7.97M Buy
50,850
+1,130
+2% +$172K 2.54% 23
2016
Q3 		$7.46M Buy
49,720
+1,682
+4% +$255K 2.59% 19
2016
Q2 		$6.86M Buy
48,038
+2,436
+5% +$349K 2.46% 22
2016
Q1 		$6.47M Buy
45,602
+833
+2% +$106K 2.47% 23
2015
Q4 		$5.77M Buy
44,769
+254
+0.6% +$34.1K 2.35% 26
2015
Q3 		$6.04M Buy
44,515
+3,401
+8% +$502K 2.68% 19
2015
Q2 		$6.25M Buy
41,114
+2,494
+6% +$401K 2.85% 18
2015
Q1 		$5.79M Buy
38,620
+2,804
+8% +$425K 2.69% 21
2014
Q4 		$5.37M Buy
35,816
+2,113
+6% +$336K 2.69% 20
2014
Q3 		$6.01M Buy
33,703
+54
+0.2% +$9.84K 3.15% 10
2014
Q2 		$5.73M Buy
33,649
+1,340
+4% +$241K 3.05% 14
2014
Q1 		$5.89M Buy
32,309
+782
+2% +$138K 3.38% 9
2013
Q4 		$5.6M Buy
31,527
+2,799
+10% +$483K 3.35% 7
2013
Q3 		$5.05M Buy
28,728
+3,474
+14% +$631K 3.29% 4
2013
Q2 		$4.57M Buy
+25,254
New +$4.92M 3.24% 7

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steigerwald Gordon & Koch's IBM Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its IBM (IBM) stake by 0.06% in Q2 2026, selling an estimated $14.4K and leaving 97,405 shares worth $27.4M. The position accounts for 2.72% of the portfolio, ranked #13.

Steigerwald Gordon & Koch first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.3M in Q2 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Steigerwald Gordon & Koch held 97,405 shares of IBM worth $27.4M as of Q2 2026.
  • Steigerwald Gordon & Koch sold 57 IBM shares in Q2 2026, an estimated $14.4K.
  • IBM made up 2.72% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #13 holding.
  • Steigerwald Gordon & Koch first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Steigerwald Gordon & Koch's IBM position peaked at $29.3M in Q2 2025.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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