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Warburton Capital Management’s IBM IBM Stock Holding History

Warburton Capital 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 		$318K Sell
1,132
-19
-2% -$4.79K 0.13% 50
2026
Q1 		$272K Sell
1,151
-76
-6% -$20.6K 0.13% 47
2025
Q4 		$363K Buy
1,227
+75
+7% +$22.5K 0.21% 36
2025
Q3 		$330K Sell
1,152
-50
-4% -$13.1K 0.2% 40
2025
Q2 		$315K Buy
1,202
+94
+8% +$24.2K 0.19% 35
2025
Q1 		$275K Buy
+1,108
New +$271K 0.2% 35

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

Warburton Capital Management's IBM Position: Q2 2026 in Review

Warburton Capital Management reduced its IBM (IBM) stake by 1.7% in Q2 2026, selling an estimated $4.79K and leaving 1,132 shares worth $318K. The position accounts for 0.13% of the portfolio, ranked #50.

Warburton Capital Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $363K in Q4 2025. 2,030 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Warburton Capital Management held 1,132 shares of IBM worth $318K as of Q2 2026.
  • Warburton Capital Management sold 19 IBM shares in Q2 2026, an estimated $4.79K.
  • IBM made up 0.13% of Warburton Capital Management's portfolio in Q2 2026, its #50 holding.
  • Warburton Capital Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Warburton Capital Management's IBM position peaked at $363K in Q4 2025.
  • 2,030 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.