Verus Financial Partners’s IBM IBM Stock Holding History

Verus Financial Partners’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	$1.6M	Hold	5,690	–	–	0.14%	37
2026 Q1	$1.43M	Hold	5,690	–	–	0.13%	40
2025 Q4	$1.69M	Sell	5,690 -30	-0.5%	-$8.98K	0.16%	37
2025 Q3	$1.61M	Sell	5,720 -763	-12%	-$200K	0.16%	36
2025 Q2	$1.88M	Sell	6,483 -132	-2%	-$34K	0.19%	31
2025 Q1	$1.59M	Buy	6,615 +2,350	+55%	+$575K	0.18%	31
2024 Q4	$937K	Buy	4,265 +900	+27%	+$200K	0.11%	40
2024 Q3	$738K	Buy	3,365 +8	+0.2%	+$1.57K	0.08%	45
2024 Q2	$581K	Hold	3,357	–	–	0.07%	48
2024 Q1	$641K	Hold	3,357	–	–	0.08%	48
2023 Q4	$629K	Buy	+3,357	New	+$507K	0.08%	49
2023 Q2	–	Sell	-1,755	Closed	-$215K	–	106
2023 Q1	$215K	Buy	1,755 +4	+0.2%	+$535	0.03%	95
2022 Q4	$236K	Sell	1,751 -391	-18%	-$53.9K	0.03%	88
2022 Q3	$263K	Buy	2,142 +106	+5%	+$13.9K	0.04%	81
2022 Q2	$259K	Buy	2,036 +139	+7%	+$18.8K	0.04%	80
2022 Q1	$239K	Buy	1,897 +2	+0.1%	+$261	0.03%	83
2021 Q4	$253K	Sell	1,895 -118	-6%	-$14.8K	0.03%	82
2021 Q3	$274K	Buy	2,013 +33	+2%	+$4.41K	0.04%	78
2021 Q2	$265K	Buy	1,980 +1	+0.1%	+$137	0.04%	79
2021 Q1	$255K	Sell	1,979 -559	-22%	-$66.9K	0.04%	74
2020 Q4	$305K	Sell	2,538 -782	-24%	-$90.4K	0.05%	65
2020 Q3	$386K	Buy	3,320 +1,422	+75%	+$167K	0.14%	99
2020 Q2	$219K	Buy	1,898 +1	+0.1%	+$116	0.05%	70
2020 Q1	$201K	Buy	1,897 +1	+0.1%	+$126	0.06%	64
2019 Q4	$243K	Buy	1,896 +453	+31%	+$58.9K	0.07%	64
2019 Q3	$201K	Sell	1,443 -78	-5%	-$10.5K	0.07%	63
2019 Q2	$200K	Sell	1,521 -138	-8%	-$18.1K	0.07%	56
2019 Q1	$224K	Buy	+1,659	New	+$211K	0.08%	48
2018 Q3	–	Sell	-1,516	Closed	-$202K	–	53
2018 Q2	$202K	Buy	1,516 +1	+0.1%	+$139	0.08%	47
2018 Q1	$222K	Sell	1,515 -33	-2%	-$4.99K	0.08%	48
2017 Q4	$227K	Sell	1,548 -1,406	-48%	-$204K	0.08%	48
2017 Q3	$410K	Hold	2,954	–	–	0.16%	30
2017 Q2	$434K	Buy	2,954 +1	+0%	+$151	0.18%	25
2017 Q1	$492K	Buy	2,953 +1	+0%	+$168	0.2%	22
2016 Q4	$468K	Sell	2,952 -229	-7%	-$34.9K	0.2%	23
2016 Q3	$483K	Buy	3,181 +1	+0%	+$152	0.21%	23
2016 Q2	$461K	Hold	3,180	–	–	0.21%	24
2016 Q1	$460K	Sell	3,180 -591	-16%	-$75.5K	0.21%	24
2015 Q4	$496K	Buy	3,771 +80	+2%	+$10.7K	0.23%	24
2015 Q3	$512K	Buy	+3,691	New	+$545K	0.27%	20
2014 Q4	–	Sell	-1,218	Closed	-$221K	–	45
2014 Q3	$221K	Hold	1,218	–	–	0.12%	41
2014 Q2	$211K	Buy	1,218 +2	+0.2%	+$360	0.12%	42
2014 Q1	$224K	Buy	1,216 +79	+7%	+$13.9K	0.12%	40
2013 Q4	$204K	Buy	1,137 +1	+0.1%	+$172	0.11%	42
2013 Q3	$201K	Buy	1,136 +11	+1%	+$2K	0.11%	37
2013 Q2	$206K	Buy	+1,125	New	+$219K	0.12%	40

Other funds holding IBM

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Verus Financial Partners's IBM Position: Q2 2026 in Review

Verus Financial Partners held its IBM (IBM) position steady in Q2 2026 at 5,690 shares worth $1.6M. The position accounts for 0.14% of the portfolio, ranked #37.

Verus Financial Partners first reported a position in IBM in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.88M in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Verus Financial Partners held 5,690 shares of IBM worth $1.6M as of Q2 2026.
Verus Financial Partners left its IBM share count unchanged in Q2 2026.
IBM made up 0.14% of Verus Financial Partners's portfolio in Q2 2026, its #37 holding.
Verus Financial Partners first reported a position in IBM in Q2 2013 and has held it in 46 quarters since.
Verus Financial Partners's IBM position peaked at $1.88M in Q2 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.