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Washington Trust Advisors’s IBM IBM Stock Holding History

Washington Trust Advisors’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 		$5.75M Sell
20,452
-340
-2% -$85.7K 0.43% 50
2026
Q1 		$5.04M Sell
20,792
-1,065
-5% -$288K 0.41% 51
2025
Q4 		$6.47M Hold
21,857
– – 0.49% 48
2025
Q3 		$6.17M Buy
21,857
+71
+0.3% +$18.6K 0.47% 50
2025
Q2 		$6.42M Sell
21,786
-61
-0.3% -$15.7K 0.52% 48
2025
Q1 		$5.43M Sell
21,847
-191
-0.9% -$46.7K 0.48% 51
2024
Q4 		$4.84M Sell
22,038
-308
-1% -$68.6K 0.41% 52
2024
Q3 		$4.94M Buy
22,346
+18
+0.1% +$3.53K 0.43% 50
2024
Q2 		$3.86M Buy
22,328
+3
+0% +$521 0.35% 50
2024
Q1 		$4.26M Sell
22,325
-74
-0.3% -$13.5K 0.39% 52
2023
Q4 		$3.66M Hold
22,399
– – 0.35% 53
2023
Q3 		$3.14M Sell
22,399
-60
-0.3% -$8.54K 0.32% 58
2023
Q2 		$3.01M Buy
22,459
+87
+0.4% +$11.2K 0.29% 63
2023
Q1 		$2.93M Sell
22,372
-184
-0.8% -$24.6K 0.3% 62
2022
Q4 		$3.18M Sell
22,556
-119
-0.5% -$16.4K 0.35% 59
2022
Q3 		$2.69M Sell
22,675
-123
-0.5% -$16.1K 0.25% 72
2022
Q2 		$3.22M Sell
22,798
-7,532
-25% -$1.02M 0.28% 69
2022
Q1 		$3.94M Buy
30,330
+8,511
+39% +$1.11M 0.28% 70
2021
Q4 		$2.92M Buy
+21,819
New +$2.74M 0.2% 79

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

Washington Trust Advisors's IBM Position: Q2 2026 in Review

Washington Trust Advisors reduced its IBM (IBM) stake by 1.6% in Q2 2026, selling an estimated $85.7K and leaving 20,452 shares worth $5.75M. The position accounts for 0.43% of the portfolio, ranked #50.

Washington Trust Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.47M in Q4 2025. 1,961 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Washington Trust Advisors held 20,452 shares of IBM worth $5.75M as of Q2 2026.
  • Washington Trust Advisors sold 340 IBM shares in Q2 2026, an estimated $85.7K.
  • IBM made up 0.43% of Washington Trust Advisors's portfolio in Q2 2026, its #50 holding.
  • Washington Trust Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's IBM position peaked at $6.47M in Q4 2025.
  • 1,961 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.