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Sumitomo Mitsui Financial Group’s IBM IBM Stock Holding History

Sumitomo Mitsui Financial Group’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 		– Sell
-195
Closed -$49.1K – 234
2026
Q1 		$47.3K Sell
195
-169
-46% -$45.7K ﹤0.01% 174
2025
Q4 		$111K Buy
+364
New +$109K ﹤0.01% 141
2025
Q3 		– Sell
-1,030
Closed -$298K – 211
2025
Q2 		$298K Buy
1,030
+370
+56% +$95.3K ﹤0.01% 118
2025
Q1 		$161K Buy
+660
New +$161K ﹤0.01% 120
2024
Q1 		– Sell
-40
Closed -$6.55K – 177
2023
Q4 		$6.55K Buy
+40
New +$6.04K ﹤0.01% 153
2022
Q3 		– Sell
-3,615
Closed -$509K – 198
2022
Q2 		$509K Buy
3,615
+2,111
+140% +$285K 0.01% 150
2022
Q1 		$199K Buy
+1,504
New +$196K 0.01% 152
2021
Q3 		– Sell
-336
Closed -$47K – 190
2021
Q2 		$47K Buy
+336
New +$45.9K ﹤0.01% 148
2020
Q4 		– Sell
-17,089
Closed -$1.99M – 162
2020
Q3 		$1.99M Buy
17,089
+960
+6% +$113K 0.07% 71
2020
Q2 		$1.86M Sell
16,129
-162
-1% -$18.8K 0.06% 61
2020
Q1 		$1.73M Buy
+16,291
New +$2.06M 0.09% 67
2018
Q3 		– Sell
-251
Closed -$34K – 121
2018
Q2 		$34K Sell
251
-180
-42% -$25.1K ﹤0.01% 88
2018
Q1 		$63K Buy
+431
New +$65.2K 0.01% 100
2017
Q3 		– Sell
-13
Closed -$2K – 113
2017
Q2 		$2K Buy
+13
New +$1.96K ﹤0.01% 111

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

Sumitomo Mitsui Financial Group's IBM Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group sold out of IBM (IBM) in Q2 2026, closing a stake of 195 shares — an estimated $49.1K sold.

Sumitomo Mitsui Financial Group first reported a position in IBM in Q2 2017 and held it in 14 quarters. The position peaked at $1.99M in Q3 2020. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sumitomo Mitsui Financial Group reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 195 IBM shares in Q2 2026, an estimated $49.1K.
  • Sumitomo Mitsui Financial Group first reported a position in IBM in Q2 2017 and held it in 14 quarters.
  • Sumitomo Mitsui Financial Group's IBM position peaked at $1.99M in Q3 2020.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.