Towarzystwo Funduszy Inwestycyjnych PZU SA’s IBM IBM Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$943K	Buy	3,352 +192	+6%	+$48.4K	0.27%	60
2026 Q1	$766K	Sell	3,160 -325	-9%	-$87.9K	0.26%	59
2025 Q4	$1.03M	Buy	3,485 +70	+2%	+$21K	0.26%	53
2025 Q3	$964K	Buy	3,415 +1,610	+89%	+$421K	0.23%	54
2025 Q2	$532K	Buy	1,805 +265	+17%	+$68.3K	0.15%	72
2025 Q1	$383K	Buy	1,540 +50	+3%	+$12.2K	0.13%	87
2024 Q4	$328K	Buy	1,490 +50	+3%	+$11.1K	0.11%	79
2024 Q3	$318K	Buy	1,440 +110	+8%	+$21.6K	0.12%	78
2024 Q2	$230K	Hold	1,330	–	–	0.09%	98
2024 Q1	$254K	Buy	1,330 +240	+22%	+$43.8K	0.11%	83
2023 Q4	$178K	Buy	+1,090	New	+$165K	0.08%	104
2021 Q3	$66.7K	Buy	502 +10	+2%	+$1.34K	0.08%	102
2021 Q2	$68.9K	Buy	492 +178	+57%	+$24.3K	0.08%	107
2021 Q1	$40K	Hold	314	–	–	0.06%	146
2020 Q4	$37.8K	Buy	+314	New	+$36.3K	0.04%	128

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's IBM Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its IBM (IBM) stake by 6.1% in Q2 2026, buying an estimated $48.4K and bringing the position to 3,352 shares worth $943K. The position accounts for 0.27% of the portfolio, ranked #60.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in IBM in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.03M in Q4 2025. 2,952 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 3,352 shares of IBM worth $943K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 192 IBM shares in Q2 2026, an estimated $48.4K.
IBM made up 0.27% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #60 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in IBM in Q4 2020 and has held it in 15 quarters since.
Towarzystwo Funduszy Inwestycyjnych PZU SA's IBM position peaked at $1.03M in Q4 2025.
2,952 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.