Union Savings Bank’s IBM IBM Stock Holding History

Union Savings 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	$573K	Sell	2,037 -62	-3%	-$15.6K	0.23%	71
2026 Q1	$509K	Sell	2,099 -162	-7%	-$43.8K	0.22%	77
2025 Q4	$670K	Buy	+2,261	New	+$677K	0.29%	62
2025 Q2	$538K	Buy	2,124 +28	+1%	+$7.21K	0.25%	69
2025 Q1	$521K	Buy	2,096 +45	+2%	+$11K	0.25%	72
2024 Q4	$451K	Buy	2,051 +97	+5%	+$21.6K	0.22%	81
2024 Q3	$432K	Sell	1,954 -65	-3%	-$12.7K	0.21%	89
2024 Q2	$349K	Hold	2,019	–	–	0.18%	98
2024 Q1	$386K	Buy	2,019 +331	+20%	+$60.4K	0.2%	95
2023 Q4	$276K	Buy	1,688 +183	+12%	+$27.7K	0.16%	113
2023 Q3	$211K	Buy	1,505 +29	+2%	+$4.13K	0.13%	119
2023 Q2	$213K	Buy	+1,476	New	+$190K	0.13%	121

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Union Savings Bank's IBM Position: Q2 2026 in Review

Union Savings Bank reduced its IBM (IBM) stake by 3% in Q2 2026, selling an estimated $15.6K and leaving 2,037 shares worth $573K. The position accounts for 0.23% of the portfolio, ranked #71.

Union Savings Bank first reported a position in IBM in Q2 2023 and has held it in 12 quarters since. The position peaked at $670K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Union Savings Bank held 2,037 shares of IBM worth $573K as of Q2 2026.
Union Savings Bank sold 62 IBM shares in Q2 2026, an estimated $15.6K.
IBM made up 0.23% of Union Savings Bank's portfolio in Q2 2026, its #71 holding.
Union Savings Bank first reported a position in IBM in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's IBM position peaked at $670K in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.