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Summit Securities Group’s IBM IBM Stock Holding History

Summit Securities 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
2023
Q2 		– Sell
-7,500
Closed -$983K – 990
2023
Q1 		$983K Sell
7,500
-37,500
-83% -$5.02M 0.08% 98
2022
Q4 		$6.34M Buy
45,000
+29,900
+198% +$4.12M 0.24% 69
2022
Q3 		$1.79M Buy
+15,100
New +$1.98M 0.13% 104
2021
Q4 		– Sell
-195
Closed -$2.58M – 868
2021
Q3 		$2.58M Sell
195
-2
-1% -$267 0.2% 120
2021
Q2 		$2.76M Buy
197
+157
+393% +$21.5K 0.23% 101
2021
Q1 		$506K Sell
40
-168
-81% -$20.1K 0.06% 316
2020
Q4 		$2.5M Buy
208
+2
+1% +$231 0.21% 120
2020
Q3 		$2.4M Sell
206
-83
-29% -$9.77K 0.25% 83
2020
Q2 		$3.33M Sell
289
-756
-72% -$87.8K 0.41% 48
2020
Q1 		$11.1M Buy
1,045
+885
+553% +$112K 1.95% 12
2019
Q4 		$2.05M Buy
160
+129
+416% +$16.8K 0.16% 136
2019
Q3 		$436K Buy
+31
New +$4.18K 0.04% 215
2019
Q1 		– Sell
-54
Closed -$591K – 275
2018
Q4 		$591K Buy
+54
New +$6.48K 0.05% 186
2018
Q3 		– Sell
-75
Closed -$1.01M – 227
2018
Q2 		$1.01M Buy
75
+30
+67% +$4.18K 0.14% 86
2018
Q1 		$660K Buy
+45
New +$6.81K 0.16% 76
2015
Q1 		– Sell
-86
Closed -$1K – 507
2014
Q4 		$1K Sell
86
-57
-40% -$9.07K ﹤0.01% 557
2014
Q3 		$2K Buy
+143
New +$26.1K ﹤0.01% 608
2013
Q4 		– Sell
-108
Closed -$5K – 560
2013
Q3 		$5K Buy
108
+60
+125% +$10.9K ﹤0.01% 300
2013
Q2 		$7K Buy
+48
New +$9.35K ﹤0.01% 357

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

Summit Securities Group's IBM Position: Q2 2026 in Review

Summit Securities Group reduced its IBM (IBM) stake by 99% in Q2 2026, selling an estimated $12.8M and leaving 300 shares worth $84.4K. The position accounts for 0.01% of the portfolio, ranked #464.

Summit Securities Group first reported a position in IBM in Q2 2013 and has held it in 45 quarters since. The position peaked at $12.6M in Q4 2022. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Summit Securities Group held 300 shares of IBM worth $84.4K as of Q2 2026.
  • Summit Securities Group sold 50,984 IBM shares in Q2 2026, an estimated $12.8M.
  • IBM made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #464 holding.
  • Summit Securities Group first reported a position in IBM in Q2 2013 and has held it in 45 quarters since.
  • Summit Securities Group's IBM position peaked at $12.6M in Q4 2022.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.