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Waldron Private Wealth’s IBM IBM Stock Holding History

Waldron Private Wealth’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 		$1.45M Buy
5,160
+157
+3% +$39.6K 0.05% 116
2026
Q1 		$1.21M Sell
5,003
-31
-0.6% -$8.39K 0.05% 126
2025
Q4 		$1.49M Sell
5,034
-2
-0% -$599 0.06% 108
2025
Q3 		$1.42M Sell
5,036
-741
-13% -$194K 0.06% 111
2025
Q2 		$1.7M Sell
5,777
-459
-7% -$118K 0.07% 97
2025
Q1 		$1.55M Sell
6,236
-2,203
-26% -$539K 0.07% 100
2024
Q4 		$1.86M Buy
8,439
+286
+4% +$63.7K 0.07% 114
2024
Q3 		$1.8M Buy
8,153
+402
+5% +$78.8K 0.07% 114
2024
Q2 		$1.34M Sell
7,751
-490
-6% -$85.1K 0.06% 126
2024
Q1 		$1.57M Buy
8,241
+51
+0.6% +$9.3K 0.07% 116
2023
Q4 		$1.34M Sell
8,190
-442
-5% -$66.8K 0.06% 125
2023
Q3 		$1.21M Buy
8,632
+14
+0.2% +$1.99K 0.06% 132
2023
Q2 		$1.15M Sell
8,618
-2,488
-22% -$321K 0.06% 138
2023
Q1 		$1.46M Buy
11,106
+1,305
+13% +$175K 0.07% 132
2022
Q4 		$1.16M Hold
9,801
– – 0.07% 140
2022
Q3 		$1.16M Buy
9,801
+94
+1% +$12.3K 0.07% 140
2022
Q2 		$1.37M Buy
9,707
+1,149
+13% +$155K 0.08% 139
2022
Q1 		$1.11M Sell
8,558
-1,123
-12% -$146K 0.06% 170
2021
Q4 		$1.29M Sell
9,681
-784
-7% -$98.3K 0.06% 148
2021
Q3 		$1.39M Buy
10,465
+3,298
+46% +$441K 0.08% 126
2021
Q2 		$1M Sell
7,167
-299
-4% -$40.9K 0.06% 140
2021
Q1 		$951K Buy
7,466
+879
+13% +$105K 0.07% 135
2020
Q4 		$792K Sell
6,587
-310
-4% -$35.8K 0.06% 143
2020
Q3 		$802K Buy
6,897
+916
+15% +$108K 0.07% 128
2020
Q2 		$690K Buy
5,981
+280
+5% +$32.5K 0.06% 134
2020
Q1 		$604K Sell
5,701
-2,109
-27% -$267K 0.06% 129
2019
Q4 		$1M Buy
7,810
+1,400
+22% +$182K 0.09% 108
2019
Q3 		$891K Buy
6,410
+57
+0.9% +$7.69K 0.09% 111
2019
Q2 		$837K Sell
6,353
-857
-12% -$113K 0.09% 95
2019
Q1 		$972K Sell
7,210
-118
-2% -$15K 0.11% 91
2018
Q4 		$796K Buy
7,328
+4,612
+170% +$554K 0.11% 87
2018
Q3 		$392K Buy
2,716
+1,182
+77% +$165K 0.08% 123
2018
Q2 		$204K Buy
1,534
+9
+0.6% +$1.25K 0.04% 165
2018
Q1 		$223K Hold
1,525
– – 0.05% 151
2017
Q4 		$223K Buy
+1,525
New +$222K 0.05% 149
2017
Q2 		– Sell
-4,331
Closed -$715K – 173
2017
Q1 		$715K Buy
4,331
+2,146
+98% +$360K 0.18% 75
2016
Q4 		$346K Sell
2,185
-17
-0.8% -$2.59K 0.12% 80
2016
Q3 		$334K Hold
2,202
– – 0.12% 83
2016
Q2 		$319K Buy
+2,202
New +$315K 0.12% 92
2016
Q1 		– Sell
-2,039
Closed -$268K – 166
2015
Q4 		$268K Buy
2,039
+131
+7% +$17.6K 0.1% 121
2015
Q3 		$264K Buy
+1,908
New +$282K 0.11% 94

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Waldron Private Wealth's IBM Position: Q2 2026 in Review

Waldron Private Wealth increased its IBM (IBM) stake by 3.1% in Q2 2026, buying an estimated $39.6K and bringing the position to 5,160 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #116.

Waldron Private Wealth first reported a position in IBM in Q3 2015 and has held it in 41 quarters since. The position peaked at $1.86M in Q4 2024. 1,897 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Waldron Private Wealth held 5,160 shares of IBM worth $1.45M as of Q2 2026.
  • Waldron Private Wealth bought 157 IBM shares in Q2 2026, an estimated $39.6K.
  • IBM made up 0.05% of Waldron Private Wealth's portfolio in Q2 2026, its #116 holding.
  • Waldron Private Wealth first reported a position in IBM in Q3 2015 and has held it in 41 quarters since.
  • Waldron Private Wealth's IBM position peaked at $1.86M in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.