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Talbot Financial’s IBM IBM Stock Holding History

Talbot Financial’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 		$647K Hold
2,300
– – 0.05% 54
2026
Q1 		$557K Hold
2,300
– – 0.05% 54
2025
Q4 		$681K Hold
2,300
– – 0.06% 54
2025
Q3 		$649K Hold
2,300
– – 0.05% 54
2025
Q2 		$678K Hold
2,300
– – 0.06% 52
2025
Q1 		$572K Hold
2,300
– – 0.07% 52
2024
Q4 		$506K Sell
2,300
-43
-2% -$9.58K 0.06% 52
2024
Q3 		$518K Hold
2,343
– – 0.06% 53
2024
Q2 		$405K Sell
2,343
-2,822
-55% -$490K 0.05% 52
2024
Q1 		$986K Buy
+5,165
New +$942K 0.13% 48

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
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

Talbot Financial's IBM Position: Q2 2026 in Review

Talbot Financial held its IBM (IBM) position steady in Q2 2026 at 2,300 shares worth $647K. The position accounts for 0.05% of the portfolio, ranked #54.

Talbot Financial first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $986K in Q1 2024. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Talbot Financial held 2,300 shares of IBM worth $647K as of Q2 2026.
  • Talbot Financial left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.05% of Talbot Financial's portfolio in Q2 2026, its #54 holding.
  • Talbot Financial first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Talbot Financial's IBM position peaked at $986K in Q1 2024.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Talbot Financial's 13F filing for Q2 2026, filed 14 Jul 2026.