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Townsend Asset Management’s IBM IBM Stock Holding History

Townsend Asset Management’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 		$674K Buy
2,397
+158
+7% +$39.8K 0.22% 81
2026
Q1 		$543K Sell
2,239
-38
-2% -$10.3K 0.2% 83
2025
Q4 		$674K Buy
2,277
+2
+0.1% +$599 0.24% 73
2025
Q3 		$642K Buy
+2,275
New +$595K 0.23% 70
2025
Q2 		– Sell
-1,341
Closed -$333K – 183
2025
Q1 		$333K Sell
1,341
-133
-9% -$32.5K 0.13% 98
2024
Q4 		$324K Buy
1,474
+61
+4% +$13.6K 0.12% 105
2024
Q3 		$312K Buy
1,413
+3
+0.2% +$588 0.12% 108
2024
Q2 		$244K Buy
1,410
+4
+0.3% +$695 0.09% 119
2024
Q1 		$268K Sell
1,406
-81
-5% -$14.8K 0.11% 114
2023
Q4 		$243K Sell
1,487
-41
-3% -$6.2K 0.11% 110
2023
Q3 		$214K Buy
1,528
+6
+0.4% +$854 0.11% 115
2023
Q2 		$204K Sell
1,522
-231
-13% -$29.8K 0.1% 127
2023
Q1 		$230K Buy
1,753
+6
+0.3% +$803 0.12% 123
2022
Q4 		$246K Buy
+1,747
New +$241K 0.12% 124
2022
Q3 		– Sell
-1,600
Closed -$226K – 199
2022
Q2 		$226K Buy
1,600
+7
+0.4% +$945 0.12% 133
2022
Q1 		$207K Buy
1,593
+7
+0.4% +$913 0.1% 141
2021
Q4 		$212K Sell
1,586
-397
-20% -$49.8K 0.1% 142
2021
Q3 		$263K Buy
1,983
+7
+0.4% +$936 0.14% 120
2021
Q2 		$277K Sell
1,976
-73
-4% -$9.98K 0.15% 120
2021
Q1 		$261K Buy
2,049
+86
+4% +$10.3K 0.16% 115
2020
Q4 		$236K Buy
1,963
+6
+0.3% +$693 0.16% 119
2020
Q3 		$228K Buy
+1,957
New +$230K 0.19% 117
2020
Q1 		– Sell
-2,333
Closed -$299K – 186
2019
Q4 		$299K Buy
+2,333
New +$303K 0.24% 101

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Townsend Asset Management's IBM Position: Q2 2026 in Review

Townsend Asset Management increased its IBM (IBM) stake by 7.1% in Q2 2026, buying an estimated $39.8K and bringing the position to 2,397 shares worth $674K. The position accounts for 0.22% of the portfolio, ranked #81.

Townsend Asset Management first reported a position in IBM in Q4 2019 and has held it in 23 quarters since. The position peaked at $674K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Townsend Asset Management held 2,397 shares of IBM worth $674K as of Q2 2026.
  • Townsend Asset Management bought 158 IBM shares in Q2 2026, an estimated $39.8K.
  • IBM made up 0.22% of Townsend Asset Management's portfolio in Q2 2026, its #81 holding.
  • Townsend Asset Management first reported a position in IBM in Q4 2019 and has held it in 23 quarters since.
  • Townsend Asset Management's IBM position peaked at $674K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.