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Whelan Financial’s IBM IBM Stock Holding History

Whelan Financial’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 		$521K Sell
1,852
-25
-1% -$6.3K 0.14% 56
2026
Q1 		$455K Buy
1,877
+117
+7% +$31.7K 0.14% 57
2025
Q4 		$521K Sell
1,760
-268
-13% -$80.3K 0.16% 50
2025
Q3 		$572K Buy
2,028
+503
+33% +$132K 0.18% 47
2025
Q2 		$450K Buy
1,525
+36
+2% +$9.28K 0.16% 47
2025
Q1 		$370K Sell
1,489
-59
-4% -$14.4K 0.14% 45
2024
Q4 		$340K Buy
1,548
+238
+18% +$53K 0.13% 39
2024
Q3 		$290K Buy
1,310
+56
+4% +$11K 0.12% 36
2024
Q2 		$217K Sell
1,254
-60
-5% -$10.4K 0.1% 39
2024
Q1 		$251K Buy
+1,314
New +$240K 0.11% 36

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

Whelan Financial's IBM Position: Q2 2026 in Review

Whelan Financial reduced its IBM (IBM) stake by 1.3% in Q2 2026, selling an estimated $6.3K and leaving 1,852 shares worth $521K. The position accounts for 0.14% of the portfolio, ranked #56.

Whelan Financial first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $572K in Q3 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Whelan Financial held 1,852 shares of IBM worth $521K as of Q2 2026.
  • Whelan Financial sold 25 IBM shares in Q2 2026, an estimated $6.3K.
  • IBM made up 0.14% of Whelan Financial's portfolio in Q2 2026, its #56 holding.
  • Whelan Financial first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Whelan Financial's IBM position peaked at $572K in Q3 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.