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Stephenson & Company’s IBM IBM Stock Holding History

Stephenson & Company’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 		$241K Hold
857
– – 0.11% 45
2026
Q1 		$208K Hold
857
– – 0.11% 41
2025
Q4 		$254K Hold
857
– – 0.14% 35
2025
Q3 		$242K Hold
857
– – 0.14% 36
2025
Q2 		$253K Hold
857
– – 0.15% 34
2025
Q1 		$213K Buy
+857
New +$210K 0.14% 36

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Stephenson & Company's IBM Position: Q2 2026 in Review

Stephenson & Company held its IBM (IBM) position steady in Q2 2026 at 857 shares worth $241K. The position accounts for 0.11% of the portfolio, ranked #45.

Stephenson & Company first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $254K in Q4 2025. 2,127 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Stephenson & Company held 857 shares of IBM worth $241K as of Q2 2026.
  • Stephenson & Company left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.11% of Stephenson & Company's portfolio in Q2 2026, its #45 holding.
  • Stephenson & Company first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Stephenson & Company's IBM position peaked at $254K in Q4 2025.
  • 2,127 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.