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Tradewinds Capital Management’s IBM IBM Stock Holding History

Tradewinds Capital 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 		$254K Hold
904
– – 0.05% 96
2026
Q1 		$219K Buy
904
+4
+0.4% +$1.08K 0.04% 95
2025
Q4 		$267K Sell
900
-27
-3% -$8.09K 0.06% 91
2025
Q3 		$262K Buy
927
+17
+2% +$4.45K 0.06% 90
2025
Q2 		$268K Buy
910
+10
+1% +$2.58K 0.07% 87
2025
Q1 		$224K Sell
900
-53
-6% -$13K 0.06% 90
2024
Q4 		$209K Buy
953
+853
+853% +$190K 0.06% 106
2024
Q3 		$22.1K Hold
100
– – 0.01% 258
2024
Q2 		$17.3K Buy
100
+3
+3% +$521 0.01% 274
2024
Q1 		$18.5K Hold
97
– – 0.01% 237
2023
Q4 		$15.9K Hold
97
– – 0.01% 210
2023
Q3 		$13.6K Hold
97
– – ﹤0.01% 214
2023
Q2 		$13K Hold
97
– – ﹤0.01% 218
2023
Q1 		$12.7K Sell
97
-23
-19% -$3.08K ﹤0.01% 222
2022
Q4 		$16.9K Buy
120
+23
+24% +$3.17K 0.01% 177
2022
Q3 		$12K Hold
97
– – ﹤0.01% 196
2022
Q2 		$14K Sell
97
-1,999
-95% -$270K 0.01% 183
2022
Q1 		$273K Hold
2,096
– – 0.04% 96
2021
Q4 		$280K Sell
2,096
-96
-4% -$12K 0.04% 101
2021
Q3 		$291K Buy
2,192
+523
+31% +$69.9K 0.05% 91
2021
Q2 		$234K Hold
1,669
– – 0.04% 110
2021
Q1 		$213K Sell
1,669
-171
-9% -$20.5K 0.04% 113
2020
Q4 		$221K Buy
1,840
+74
+4% +$8.55K 0.05% 107
2020
Q3 		$205K Sell
1,766
-10
-0.6% -$1.18K 0.05% 98
2020
Q2 		$205K Hold
1,776
– – 0.05% 95
2020
Q1 		$188K Buy
1,776
+5
+0.3% +$632 0.06% 85
2019
Q4 		$227K Hold
1,771
– – 0.07% 92
2019
Q3 		$246K Buy
1,771
+93
+6% +$12.5K 0.1% 76
2019
Q2 		$221K Hold
1,678
– – 0.09% 82
2019
Q1 		$226K Hold
1,678
– – 0.08% 98
2018
Q4 		$182K Sell
1,678
-104
-6% -$12.5K 0.09% 99
2018
Q3 		$258K Hold
1,782
– – 0.1% 84
2018
Q2 		$238K Hold
1,782
– – 0.1% 92
2018
Q1 		$261K Sell
1,782
-386
-18% -$58.4K 0.12% 84
2017
Q4 		$318K Sell
2,168
-7
-0.3% -$1.02K 0.16% 72
2017
Q3 		$302K Sell
2,175
-369
-15% -$51.4K 0.15% 76
2017
Q2 		$374K Sell
2,544
-102
-4% -$15.4K 0.2% 67
2017
Q1 		$441K Buy
2,646
+190
+8% +$31.9K 0.28% 59
2016
Q4 		$390K Buy
2,456
+41
+2% +$6.25K 0.26% 62
2016
Q3 		$367K Buy
2,415
+2
+0.1% +$304 0.26% 66
2016
Q2 		$350K Buy
2,413
+35
+1% +$5.01K 0.25% 71
2016
Q1 		$344K Sell
2,378
-39
-2% -$4.98K 0.23% 79
2015
Q4 		$318K Sell
2,417
-151
-6% -$20.3K 0.23% 80
2015
Q3 		$356K Sell
2,568
-5
-0.2% -$738 0.28% 70
2015
Q2 		$400K Sell
2,573
-229
-8% -$36.8K 0.28% 65
2015
Q1 		$430K Sell
2,802
-804
-22% -$122K 0.32% 61
2014
Q4 		$553K Buy
3,606
+304
+9% +$48.4K 0.4% 47
2014
Q3 		$599K Sell
3,302
-31
-0.9% -$5.65K 0.45% 45
2014
Q2 		$578K Sell
3,333
-378
-10% -$68K 0.44% 47
2014
Q1 		$683K Buy
3,711
+499
+16% +$87.9K 0.56% 34
2013
Q4 		$576K Buy
+3,212
New +$554K 0.47% 39

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

Tradewinds Capital Management's IBM Position: Q2 2026 in Review

Tradewinds Capital Management held its IBM (IBM) position steady in Q2 2026 at 904 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #96.

Tradewinds Capital Management first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $683K in Q1 2014. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Tradewinds Capital Management held 904 shares of IBM worth $254K as of Q2 2026.
  • Tradewinds Capital Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.05% of Tradewinds Capital Management's portfolio in Q2 2026, its #96 holding.
  • Tradewinds Capital Management first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
  • Tradewinds Capital Management's IBM position peaked at $683K in Q1 2014.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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