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West Branch Capital’s IBM IBM Stock Holding History

West Branch Capital’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 		$526K Sell
1,871
-5,132
-73% -$1.29M 0.12% 52
2026
Q1 		$1.7M Sell
7,003
-50
-0.7% -$13.5K 0.45% 40
2025
Q4 		$2.09M Buy
7,053
+528
+8% +$158K 0.54% 35
2025
Q3 		$1.84M Buy
6,525
+1,112
+21% +$291K 0.48% 36
2025
Q2 		$1.6M Buy
5,413
+987
+22% +$254K 0.47% 40
2025
Q1 		$1.1M Buy
4,426
+2,121
+92% +$519K 0.37% 47
2024
Q4 		$507K Buy
2,305
+1,390
+152% +$310K 0.16% 55
2024
Q3 		$202K Buy
915
+195
+27% +$38.2K 0.07% 85
2024
Q2 		$125K Buy
720
+150
+26% +$26.1K 0.05% 109
2024
Q1 		$109K Sell
570
-107
-16% -$19.5K 0.04% 119
2023
Q4 		$111K Buy
677
+30
+5% +$4.53K 0.05% 109
2023
Q3 		$90.8K Hold
647
– – 0.05% 116
2023
Q2 		$86.6K Sell
647
-252
-28% -$32.5K 0.04% 123
2023
Q1 		$118K Buy
899
+519
+137% +$69.4K 0.07% 107
2022
Q4 		$53.5K Buy
380
+10
+3% +$1.38K 0.03% 158
2022
Q3 		$44K Hold
370
– – 0.03% 177
2022
Q2 		$52K Buy
370
+41
+12% +$5.53K 0.03% 167
2022
Q1 		$43K Sell
329
-99
-23% -$12.9K 0.02% 195
2021
Q4 		$57K Sell
428
-37
-8% -$4.64K 0.02% 193
2021
Q3 		$62K Hold
465
– – 0.03% 175
2021
Q2 		$65K Buy
+465
New +$63.6K 0.03% 176
2019
Q4 		– Sell
-10,359
Closed -$1.44M – 97
2019
Q3 		$1.44M Buy
10,359
+4,668
+82% +$630K 1.07% 28
2019
Q2 		$750K Buy
5,691
+1,904
+50% +$250K 0.62% 41
2019
Q1 		$511K Buy
+3,787
New +$483K 0.46% 51
2018
Q2 		– Sell
-6,995
Closed -$1.03M – 94
2018
Q1 		$1.03M Buy
+6,995
New +$1.06M 1.13% 31

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

West Branch Capital's IBM Position: Q2 2026 in Review

West Branch Capital reduced its IBM (IBM) stake by 73% in Q2 2026, selling an estimated $1.29M and leaving 1,871 shares worth $526K. The position accounts for 0.12% of the portfolio, ranked #52.

West Branch Capital first reported a position in IBM in Q1 2018 and has held it in 25 quarters since. The position peaked at $2.09M in Q4 2025. 1,138 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • West Branch Capital held 1,871 shares of IBM worth $526K as of Q2 2026.
  • West Branch Capital sold 5,132 IBM shares in Q2 2026, an estimated $1.29M.
  • IBM made up 0.12% of West Branch Capital's portfolio in Q2 2026, its #52 holding.
  • West Branch Capital first reported a position in IBM in Q1 2018 and has held it in 25 quarters since.
  • West Branch Capital's IBM position peaked at $2.09M in Q4 2025.
  • 1,138 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.