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United Asset Strategies’s IBM IBM Stock Holding History

United Asset Strategies’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 		$670K Sell
2,381
-82
-3% -$20.7K 0.05% 185
2026
Q1 		$597K Sell
2,463
-126
-5% -$34.1K 0.05% 185
2025
Q4 		$767K Buy
2,589
+100
+4% +$29.9K 0.06% 170
2025
Q3 		$702K Buy
2,489
+52
+2% +$13.6K 0.06% 174
2025
Q2 		$718K Buy
2,437
+2
+0.1% +$515 0.06% 168
2025
Q1 		$606K Sell
2,435
-51
-2% -$12.5K 0.06% 182
2024
Q4 		$547K Buy
2,486
+2
+0.1% +$445 0.05% 177
2024
Q3 		$549K Sell
2,484
-28
-1% -$5.49K 0.05% 182
2024
Q2 		$434K Buy
2,512
+99
+4% +$17.2K 0.04% 185
2024
Q1 		$461K Sell
2,413
-3
-0.1% -$547 0.05% 191
2023
Q4 		$395K Buy
+2,416
New +$365K 0.04% 194
2023
Q2 		– Sell
-10,453
Closed -$1.37M – 238
2023
Q1 		$1.37M Sell
10,453
-736
-7% -$98.5K 0.18% 113
2022
Q4 		$1.58M Sell
11,189
-11
-0.1% -$1.52K 0.22% 93
2022
Q3 		$1.33M Buy
11,200
+8,717
+351% +$1.14M 0.2% 101
2022
Q2 		$351K Buy
2,483
+3
+0.1% +$405 0.05% 172
2022
Q1 		$322K Sell
2,480
-5,610
-69% -$732K 0.04% 176
2021
Q4 		$1.08M Sell
8,090
-2,747
-25% -$345K 0.13% 122
2021
Q3 		$1.44M Buy
10,837
+792
+8% +$106K 0.19% 95
2021
Q2 		$1.41M Buy
10,045
+849
+9% +$116K 0.19% 93
2021
Q1 		$1.17M Sell
9,196
-408
-4% -$48.8K 0.17% 98
2020
Q4 		$1.16M Sell
9,604
-1,710
-15% -$198K 0.18% 96
2020
Q3 		$1.32M Buy
11,314
+477
+4% +$56.2K 0.24% 79
2020
Q2 		$1.25M Hold
10,837
– – 0.25% 81
2020
Q1 		$1.15M Sell
10,837
-621
-5% -$78.5K 0.29% 76
2019
Q4 		$1.47M Sell
11,458
-11,976
-51% -$1.56M 0.29% 85
2019
Q3 		$3.26M Buy
23,434
+1,696
+8% +$229K 0.71% 49
2019
Q2 		$2.87M Buy
21,738
+1,760
+9% +$231K 0.66% 52
2019
Q1 		$2.69M Buy
19,978
+2,951
+17% +$376K 0.63% 51
2018
Q4 		$1.85M Buy
17,027
+732
+4% +$87.9K 0.51% 60
2018
Q3 		$2.35M Buy
16,295
+948
+6% +$132K 0.55% 57
2018
Q2 		$2.05M Buy
15,347
+6,904
+82% +$963K 0.54% 57
2018
Q1 		$1.24M Buy
8,443
+2,374
+39% +$359K 0.37% 72
2017
Q4 		$890K Buy
6,069
+96
+2% +$14K 0.24% 91
2017
Q3 		$828K Sell
5,973
-1,193
-17% -$166K 0.47% 54
2017
Q2 		$1.05M Sell
7,166
-348
-5% -$52.5K 0.31% 76
2017
Q1 		$1.25M Sell
7,514
-13,119
-64% -$2.2M 0.38% 67
2016
Q4 		$3.27M Sell
20,633
-4,438
-18% -$676K 1.07% 37
2016
Q3 		$3.81M Buy
25,071
+186
+0.7% +$28.2K 1.33% 30
2016
Q2 		$3.61M Buy
24,885
+2,468
+11% +$353K 1.35% 30
2016
Q1 		$3.25M Sell
22,417
-14,317
-39% -$1.83M 1.45% 25
2015
Q4 		$4.83M Buy
36,734
+30,568
+496% +$4.11M 2.1% 15
2015
Q3 		$855K Buy
6,166
+140
+2% +$20.7K 0.39% 61
2015
Q2 		$937K Sell
6,026
-39
-0.6% -$6.27K 0.42% 65
2015
Q1 		$993K Buy
6,065
+1
+0% +$152 0.46% 62
2014
Q4 		$930K Sell
6,064
-404
-6% -$64.3K 0.4% 67
2014
Q3 		$1.17M Buy
+6,468
New +$1.18M 0.53% 60

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

United Asset Strategies's IBM Position: Q2 2026 in Review

United Asset Strategies reduced its IBM (IBM) stake by 3.3% in Q2 2026, selling an estimated $20.7K and leaving 2,381 shares worth $670K. The position accounts for 0.05% of the portfolio, ranked #185.

United Asset Strategies first reported a position in IBM in Q3 2014 and has held it in 46 quarters since. The position peaked at $4.83M in Q4 2015. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • United Asset Strategies held 2,381 shares of IBM worth $670K as of Q2 2026.
  • United Asset Strategies sold 82 IBM shares in Q2 2026, an estimated $20.7K.
  • IBM made up 0.05% of United Asset Strategies's portfolio in Q2 2026, its #185 holding.
  • United Asset Strategies first reported a position in IBM in Q3 2014 and has held it in 46 quarters since.
  • United Asset Strategies's IBM position peaked at $4.83M in Q4 2015.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.