SP
IBM icon

Successful Portfolios’s IBM IBM Stock Holding History

Successful Portfolios’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 		$393K Sell
1,346
-2
-0.1% -$504 0.18% 110
2026
Q1 		$321K Sell
1,348
-340
-20% -$92K 0.18% 119
2025
Q4 		$514K Buy
+1,688
New +$506K 0.26% 81
2021
Q4 		– Sell
-2,567
Closed -$341K – 216
2021
Q3 		$341K Sell
2,567
-10
-0.4% -$1.34K 0.2% 125
2021
Q2 		$361K Hold
2,577
– – 0.22% 118
2021
Q1 		$328K Buy
2,577
+104
+4% +$12.4K 0.22% 121
2020
Q4 		$298K Buy
2,473
+11
+0.4% +$1.27K 0.21% 123
2020
Q3 		$286K Buy
2,462
+62
+3% +$7.3K 0.23% 120
2020
Q2 		$277K Sell
2,400
-104
-4% -$12.1K 0.24% 114
2020
Q1 		$266K Buy
2,504
+379
+18% +$47.9K 0.27% 101
2019
Q4 		$272K Sell
2,125
-75
-3% -$9.75K 0.24% 112
2019
Q3 		$306K Sell
2,200
-6
-0.3% -$809 0.29% 99
2019
Q2 		$291K Sell
2,206
-16
-0.7% -$2.1K 0.31% 98
2019
Q1 		$300K Sell
2,222
-16
-0.7% -$2.04K 0.33% 93
2018
Q4 		$243K Sell
2,238
-374
-14% -$44.9K 0.31% 99
2018
Q3 		$378K Sell
2,612
-10
-0.4% -$1.4K 0.41% 77
2018
Q2 		$350K Hold
2,622
– – 0.41% 79
2018
Q1 		$385K Buy
2,622
+48
+2% +$7.26K 0.47% 66
2017
Q4 		$377K Buy
+2,574
New +$374K 0.47% 71

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Successful Portfolios's IBM Position: Q2 2026 in Review

Successful Portfolios reduced its IBM (IBM) stake by 0.15% in Q2 2026, selling an estimated $504 and leaving 1,346 shares worth $393K. The position accounts for 0.18% of the portfolio, ranked #110.

Successful Portfolios first reported a position in IBM in Q4 2017 and has held it in 19 quarters since. The position peaked at $514K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Successful Portfolios held 1,346 shares of IBM worth $393K as of Q2 2026.
  • Successful Portfolios sold 2 IBM shares in Q2 2026, an estimated $504.
  • IBM made up 0.18% of Successful Portfolios's portfolio in Q2 2026, its #110 holding.
  • Successful Portfolios first reported a position in IBM in Q4 2017 and has held it in 19 quarters since.
  • Successful Portfolios's IBM position peaked at $514K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.