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Weatherly Asset Management’s IBM IBM Stock Holding History

Weatherly 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 		$1.25M Sell
4,444
-16
-0.4% -$4.03K 0.09% 96
2026
Q1 		$1.08M Buy
4,460
+1
+0% +$271 0.09% 95
2025
Q4 		$1.32M Sell
4,459
-35
-0.8% -$10.5K 0.1% 93
2025
Q3 		$1.27M Buy
4,494
+522
+13% +$137K 0.1% 95
2025
Q2 		$1.17M Buy
3,972
+29
+0.7% +$7.47K 0.1% 96
2025
Q1 		$980K Hold
3,943
– – 0.09% 103
2024
Q4 		$867K Hold
3,943
– – 0.08% 112
2024
Q3 		$872K Sell
3,943
-229
-5% -$44.9K 0.08% 113
2024
Q2 		$722K Sell
4,172
-45
-1% -$7.82K 0.07% 117
2024
Q1 		$805K Sell
4,217
-455
-10% -$83K 0.08% 115
2023
Q4 		$764K Sell
4,672
-195
-4% -$29.5K 0.08% 116
2023
Q3 		$683K Sell
4,867
-885
-15% -$126K 0.08% 116
2023
Q2 		$770K Sell
5,752
-502
-8% -$64.8K 0.09% 112
2023
Q1 		$820K Sell
6,254
-625
-9% -$83.6K 0.11% 111
2022
Q4 		$969K Sell
6,879
-589
-8% -$81.2K 0.13% 105
2022
Q3 		$887K Sell
7,468
-146
-2% -$19.2K 0.13% 106
2022
Q2 		$1.07M Sell
7,614
-35
-0.5% -$4.72K 0.15% 105
2022
Q1 		$994K Buy
7,649
+17
+0.2% +$2.22K 0.12% 113
2021
Q4 		$1.02M Sell
7,632
-622
-8% -$78K 0.11% 113
2021
Q3 		$1.1M Sell
8,254
-288
-3% -$38.5K 0.13% 107
2021
Q2 		$1.2M Sell
8,542
-1,986
-19% -$272K 0.15% 102
2021
Q1 		$1.34M Sell
10,528
-925
-8% -$111K 0.19% 93
2020
Q4 		$1.38M Sell
11,453
-1,235
-10% -$143K 0.2% 86
2020
Q3 		$1.48M Sell
12,688
-1,971
-13% -$232K 0.24% 77
2020
Q2 		$1.69M Sell
14,659
-968
-6% -$112K 0.3% 59
2020
Q1 		$1.66M Sell
15,627
-2,364
-13% -$299K 0.36% 55
2019
Q4 		$2.31M Buy
17,991
+252
+1% +$32.8K 0.44% 49
2019
Q3 		$2.47M Buy
17,739
+346
+2% +$46.7K 0.53% 43
2019
Q2 		$2.29M Sell
17,393
-152
-0.9% -$20K 0.46% 51
2019
Q1 		$2.37M Buy
17,545
+39
+0.2% +$4.97K 0.48% 50
2018
Q4 		$1.9M Sell
17,506
-1,411
-7% -$169K 0.45% 55
2018
Q3 		$2.73M Sell
18,917
-303
-2% -$42.3K 0.56% 40
2018
Q2 		$2.57M Buy
19,220
+1
+0% +$139 0.6% 38
2018
Q1 		$2.82M Buy
19,219
+3,253
+20% +$492K 0.67% 35
2017
Q4 		$2.34M Sell
15,966
-173
-1% -$25.2K 0.57% 40
2017
Q3 		$2.24M Sell
16,139
-270
-2% -$37.6K 0.59% 40
2017
Q2 		$2.41M Sell
16,409
-968
-6% -$146K 0.68% 39
2017
Q1 		$2.89M Sell
17,377
-805
-4% -$135K 0.85% 30
2016
Q4 		$2.88M Buy
18,182
+560
+3% +$85.3K 0.92% 26
2016
Q3 		$2.68M Buy
17,622
+390
+2% +$59.2K 0.89% 29
2016
Q2 		$2.5M Buy
17,232
+1,284
+8% +$184K 0.83% 32
2016
Q1 		$2.31M Buy
15,948
+1,876
+13% +$240K 0.8% 33
2015
Q4 		$1.85M Buy
14,072
+83
+0.6% +$11.2K 0.66% 38
2015
Q3 		$1.94M Buy
13,989
+1,100
+9% +$162K 0.78% 31
2015
Q2 		$2M Sell
12,889
-151
-1% -$24.3K 0.76% 34
2015
Q1 		$2M Buy
13,040
+5
+0% +$758 0.8% 35
2014
Q4 		$2M Sell
13,035
-1,724
-12% -$274K 0.84% 35
2014
Q3 		$2.68M Sell
14,759
-54
-0.4% -$9.84K 1.15% 23
2014
Q2 		$2.57M Hold
14,813
– – 1.08% 25
2014
Q1 		$2.73M Sell
14,813
-398
-3% -$70.1K 1.27% 23
2013
Q4 		$2.73M Sell
15,211
-57
-0.4% -$9.83K 1.3% 21
2013
Q3 		$2.7M Sell
15,268
-48
-0.3% -$8.72K 1.37% 18
2013
Q2 		$2.8M Buy
+15,316
New +$2.98M 1.54% 17

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

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

Weatherly Asset Management reduced its IBM (IBM) stake by 0.36% in Q2 2026, selling an estimated $4.03K and leaving 4,444 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #96.

Weatherly Asset Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.89M in Q1 2017. 1,824 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Weatherly Asset Management held 4,444 shares of IBM worth $1.25M as of Q2 2026.
  • Weatherly Asset Management sold 16 IBM shares in Q2 2026, an estimated $4.03K.
  • IBM made up 0.09% of Weatherly Asset Management's portfolio in Q2 2026, its #96 holding.
  • Weatherly Asset Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Weatherly Asset Management's IBM position peaked at $2.89M in Q1 2017.
  • 1,824 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.