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Umpqua Bank’s IBM IBM Stock Holding History

Umpqua Bank’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 		$876K Buy
3,116
+36
+1% +$9.07K 0.2% 92
2026
Q1 		$747K Buy
3,080
+50
+2% +$13.5K 0.21% 94
2025
Q4 		$898K Sell
3,030
-27
-0.9% -$8.09K 0.25% 87
2025
Q3 		$858K Sell
3,057
-92
-3% -$24.1K 0.24% 90
2025
Q2 		$915K Buy
3,149
+461
+17% +$119K 0.28% 84
2025
Q1 		$668K Buy
2,688
+196
+8% +$47.9K 0.23% 93
2024
Q4 		$543K Buy
2,492
+211
+9% +$47K 0.19% 102
2024
Q3 		$504K Buy
2,281
+94
+4% +$18.4K 0.18% 103
2024
Q2 		$378K Buy
2,187
+3
+0.1% +$521 0.15% 111
2024
Q1 		$417K Buy
+2,184
New +$398K 0.17% 106

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

Umpqua Bank's IBM Position: Q2 2026 in Review

Umpqua Bank increased its IBM (IBM) stake by 1.2% in Q2 2026, buying an estimated $9.07K and bringing the position to 3,116 shares worth $876K. The position accounts for 0.2% of the portfolio, ranked #92.

Umpqua Bank first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $915K in Q2 2025. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Umpqua Bank held 3,116 shares of IBM worth $876K as of Q2 2026.
  • Umpqua Bank bought 36 IBM shares in Q2 2026, an estimated $9.07K.
  • IBM made up 0.2% of Umpqua Bank's portfolio in Q2 2026, its #92 holding.
  • Umpqua Bank first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's IBM position peaked at $915K in Q2 2025.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.