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Warwick Investment Management’s IBM IBM Stock Holding History

Warwick Investment 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 		$1.01M Buy
3,583
+170
+5% +$42.8K 0.11% 67
2026
Q1 		$827K Sell
3,413
-58
-2% -$15.7K 0.12% 64
2025
Q4 		$1.03M Sell
3,471
-49
-1% -$14.7K 0.16% 58
2025
Q3 		$993K Buy
3,520
+101
+3% +$26.4K 0.17% 57
2025
Q2 		$1.01M Sell
3,419
-23
-0.7% -$5.93K 0.2% 51
2025
Q1 		$856K Buy
3,442
+260
+8% +$63.6K 0.18% 48
2024
Q4 		$700K Buy
3,182
+12
+0.4% +$2.67K 0.14% 54
2024
Q3 		$701K Sell
3,170
-26
-0.8% -$5.1K 0.17% 42
2024
Q2 		$553K Buy
3,196
+34
+1% +$5.91K 0.13% 56
2024
Q1 		$604K Buy
3,162
+271
+9% +$49.4K 0.14% 52
2023
Q4 		$473K Buy
2,891
+245
+9% +$37K 0.14% 48
2023
Q3 		$371K Buy
2,646
+1
+0% +$142 0.14% 47
2023
Q2 		$354K Buy
2,645
+1
+0% +$129 0.14% 45
2023
Q1 		$347K Buy
2,644
+2
+0.1% +$268 0.15% 42
2022
Q4 		$372K Buy
2,642
+1
+0% +$138 0.15% 65
2022
Q3 		$314K Buy
2,641
+2
+0.1% +$262 0.19% 31
2022
Q2 		$373K Buy
2,639
+2
+0.1% +$270 0.18% 37
2022
Q1 		$343K Buy
2,637
+1
+0% +$130 0.15% 37
2021
Q4 		$352K Buy
+2,636
New +$331K 0.18% 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
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

Warwick Investment Management's IBM Position: Q2 2026 in Review

Warwick Investment Management increased its IBM (IBM) stake by 5% in Q2 2026, buying an estimated $42.8K and bringing the position to 3,583 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #67.

Warwick Investment Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Warwick Investment Management held 3,583 shares of IBM worth $1.01M as of Q2 2026.
  • Warwick Investment Management bought 170 IBM shares in Q2 2026, an estimated $42.8K.
  • IBM made up 0.11% of Warwick Investment Management's portfolio in Q2 2026, its #67 holding.
  • Warwick Investment Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Warwick Investment Management's IBM position peaked at $1.03M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.