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Walker Asset Management’s IBM IBM Stock Holding History

Walker Asset Management’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 		$350K Buy
1,245
+7
+0.6% +$1.76K 0.18% 108
2026
Q1 		$300K Buy
1,238
+57
+5% +$15.4K 0.16% 110
2025
Q4 		$350K Buy
1,181
+1
+0.1% +$299 0.19% 99
2025
Q3 		$333K Buy
1,180
+2
+0.2% +$524 0.19% 102
2025
Q2 		$347K Buy
1,178
+2
+0.2% +$515 0.2% 88
2025
Q1 		$293K Buy
1,176
+1
+0.1% +$245 0.18% 102
2024
Q4 		$258K Buy
1,175
+2
+0.2% +$445 0.16% 114
2024
Q3 		$259K Buy
1,173
+2
+0.2% +$392 0.16% 115
2024
Q2 		$202K Hold
1,171
– – 0.14% 128
2024
Q1 		$224K Buy
+1,171
New +$214K 0.15% 123

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Walker Asset Management's IBM Position: Q2 2026 in Review

Walker Asset Management increased its IBM (IBM) stake by 0.57% in Q2 2026, buying an estimated $1.76K and bringing the position to 1,245 shares worth $350K. The position accounts for 0.18% of the portfolio, ranked #108.

Walker Asset Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Walker Asset Management held 1,245 shares of IBM worth $350K as of Q2 2026.
  • Walker Asset Management bought 7 IBM shares in Q2 2026, an estimated $1.76K.
  • IBM made up 0.18% of Walker Asset Management's portfolio in Q2 2026, its #108 holding.
  • Walker Asset Management first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • 2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.