Welch Group’s IBM IBM Stock Holding History

Welch Group’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	$84.8M	Buy	301,425 +6,623	+2%	+$1.67M	2.89%	7
2026 Q1	$71.5M	Buy	294,802 +2,909	+1%	+$787K	2.68%	13
2025 Q4	$86.5M	Sell	291,893 -9,367	-3%	-$2.81M	3.33%	5
2025 Q3	$85M	Buy	301,260 +866	+0.3%	+$227K	3.32%	6
2025 Q2	$88.6M	Sell	300,394 -819	-0.3%	-$211K	3.7%	2
2025 Q1	$73.5M	Sell	301,213 -18,034	-6%	-$4.41M	3.23%	6
2024 Q4	$70.3M	Sell	319,247 -3,728	-1%	-$830K	3.17%	5
2024 Q3	$71.4M	Sell	322,975 -1,213	-0.4%	-$238K	3.1%	4
2024 Q2	$56.1M	Sell	324,188 -90	-0%	-$15.6K	2.69%	14
2024 Q1	$61.9M	Sell	324,278 -19,567	-6%	-$3.57M	3.07%	6
2023 Q4	$56.2M	Buy	343,845 +1,771	+0.5%	+$268K	3.03%	7
2023 Q3	$48M	Sell	342,074 -325	-0.1%	-$46.2K	2.84%	11
2023 Q2	$45.8M	Buy	342,399 +6,927	+2%	+$894K	2.63%	19
2023 Q1	$44M	Buy	335,472 +3,420	+1%	+$458K	2.56%	21
2022 Q4	$46.8M	Buy	332,052 +8,490	+3%	+$1.17M	2.68%	18
2022 Q3	$38.4M	Buy	323,562 +11,151	+4%	+$1.46M	2.5%	21
2022 Q2	$44.1M	Buy	312,411 +9,861	+3%	+$1.33M	2.69%	16
2022 Q1	$39.3M	Buy	302,550 +20,817	+7%	+$2.71M	2.25%	25
2021 Q4	$37.7M	Buy	281,733 +6,071	+2%	+$761K	2.2%	25
2021 Q3	$36.6M	Buy	275,662 +5,151	+2%	+$689K	2.48%	19
2021 Q2	$37.9M	Buy	270,511 +4,608	+2%	+$630K	2.58%	20
2021 Q1	$33.9M	Buy	265,903 +76,714	+41%	+$9.18M	2.44%	26
2020 Q4	$22.8M	Sell	189,189 -50,179	-21%	-$5.8M	1.83%	29
2020 Q3	$27.8M	Buy	239,368 +9,750	+4%	+$1.15M	2.43%	27
2020 Q2	$26.5M	Buy	229,618 +2,620	+1%	+$304K	2.48%	24
2020 Q1	$24.1M	Buy	226,998 +33,367	+17%	+$4.22M	2.57%	21
2019 Q4	$24.8M	Sell	193,631 -7,140	-4%	-$928K	2.44%	27
2019 Q3	$27.9M	Buy	200,771 +4,302	+2%	+$580K	2.87%	22
2019 Q2	$25.9M	Buy	196,469 +8,703	+5%	+$1.14M	2.76%	24
2019 Q1	$25.3M	Buy	187,766 +46,129	+33%	+$5.88M	2.79%	25
2018 Q4	$15.4M	Sell	141,637 -25,389	-15%	-$3.05M	1.89%	32
2018 Q3	$24.1K	Buy	167,026 +8,527	+5%	+$1.19M	2.51%	24
2018 Q2	$21.2M	Buy	158,499 +7,660	+5%	+$1.07M	2.64%	27
2018 Q1	$22.1M	Buy	150,839 +40,281	+36%	+$6.09M	2.8%	23
2017 Q4	$16.2M	Buy	110,558 +629	+0.6%	+$91.5K	2.52%	26
2017 Q3	$15.2M	Buy	109,929 +3,978	+4%	+$554K	2.55%	28
2017 Q2	$15.6M	Buy	105,951 +10,241	+11%	+$1.54M	2.6%	27
2017 Q1	$15.9M	Sell	95,710 -161	-0.2%	-$27K	3%	16
2016 Q4	$15.2M	Buy	95,871 +1,165	+1%	+$177K	2.97%	16
2016 Q3	$14.4M	Buy	94,706 +14,142	+18%	+$2.15M	2.86%	20
2016 Q2	$11.7M	Sell	80,564 -9,410	-10%	-$1.35M	2.38%	29
2016 Q1	$13M	Buy	89,974 +24,232	+37%	+$3.1M	2.18%	29
2015 Q4	$8.65M	Buy	65,742 +60,409	+1,133%	+$8.12M	1.55%	30
2015 Q3	$740K	Buy	5,333 +655	+14%	+$96.7K	0.14%	52
2015 Q2	$727K	Hold	4,678	–	–	0.14%	56
2015 Q1	$718	Buy	4,678 +133	+3%	+$20.2K	0.13%	56
2014 Q4	$697K	Sell	4,545 -4	-0.1%	-$636	0.13%	56
2014 Q3	$826K	Sell	4,549 -13	-0.3%	-$2.37K	0.17%	48
2014 Q2	$791K	Sell	4,562 -32	-0.7%	-$5.76K	0.16%	55
2014 Q1	$845K	Sell	4,594 -4	-0.1%	-$704	0.19%	47
2013 Q4	$825K	Buy	4,598 +155	+3%	+$26.7K	0.19%	49
2013 Q3	$787K	Buy	4,443 +195	+5%	+$35.4K	0.19%	50
2013 Q2	$776K	Buy	+4,248	New	+$827K	0.2%	49

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Welch Group's IBM Position: Q2 2026 in Review

Welch Group increased its IBM (IBM) stake by 2.2% in Q2 2026, buying an estimated $1.67M and bringing the position to 301,425 shares worth $84.8M. The position accounts for 2.89% of the portfolio, ranked #7.

Welch Group first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $88.6M in Q2 2025. 1,545 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Welch Group held 301,425 shares of IBM worth $84.8M as of Q2 2026.
Welch Group bought 6,623 IBM shares in Q2 2026, an estimated $1.67M.
IBM made up 2.89% of Welch Group's portfolio in Q2 2026, its #7 holding.
Welch Group first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Welch Group's IBM position peaked at $88.6M in Q2 2025.
1,545 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.