Sterling Investment Counsel’s IBM IBM Stock Holding History

Sterling Investment Counsel’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	$396K	Sell	1,408 -85	-6%	-$21.4K	0.09%	123
2026 Q1	$362K	Sell	1,493 -235	-14%	-$63.6K	0.1%	129
2025 Q4	$380K	Buy	+1,728	New	+$518K	0.11%	119
2025 Q3	–	Sell	-1,623	Closed	-$478K	–	151
2025 Q2	$478K	Sell	1,623 -1,118	-41%	-$288K	0.28%	58
2025 Q1	$682K	Buy	2,741 +1,118	+69%	+$273K	0.23%	75
2024 Q4	$357K	Sell	1,623 -30	-2%	-$6.68K	0.24%	78
2024 Q3	$365K	Sell	1,653 -20	-1%	-$3.92K	0.13%	112
2024 Q2	$289K	Sell	1,673 -444	-21%	-$77.1K	0.11%	119
2024 Q1	$404K	Buy	2,117 +120	+6%	+$21.9K	0.19%	87
2023 Q4	$327K	Buy	1,997 +225	+13%	+$34K	0.17%	103
2023 Q3	$249K	Buy	1,772 +75	+4%	+$10.7K	0.14%	124
2023 Q2	$227K	Hold	1,697	–	–	0.12%	136
2023 Q1	$222K	Sell	1,697 -185	-10%	-$24.8K	0.13%	137
2022 Q4	$265K	Hold	1,882	–	–	0.16%	128
2022 Q3	$222K	Hold	1,882	–	–	0.16%	126
2022 Q2	$265K	Buy	+1,882	New	+$254K	0.2%	119

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Sterling Investment Counsel's IBM Position: Q2 2026 in Review

Sterling Investment Counsel reduced its IBM (IBM) stake by 5.7% in Q2 2026, selling an estimated $21.4K and leaving 1,408 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #123.

Sterling Investment Counsel first reported a position in IBM in Q2 2022 and has held it in 16 quarters since. The position peaked at $682K in Q1 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Sterling Investment Counsel held 1,408 shares of IBM worth $396K as of Q2 2026.
Sterling Investment Counsel sold 85 IBM shares in Q2 2026, an estimated $21.4K.
IBM made up 0.09% of Sterling Investment Counsel's portfolio in Q2 2026, its #123 holding.
Sterling Investment Counsel first reported a position in IBM in Q2 2022 and has held it in 16 quarters since.
Sterling Investment Counsel's IBM position peaked at $682K in Q1 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.