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Whipplewood Advisors’s IBM IBM Stock Holding History

Whipplewood 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 		$52.3K Sell
186
-32
-15% -$8.06K 0.04% 141
2026
Q1 		$52.8K Buy
218
+43
+25% +$11.6K 0.03% 262
2025
Q4 		$51.8K Hold
175
– – 0.03% 197
2025
Q3 		$49.4K Sell
175
-137
-44% -$35.9K 0.03% 194
2025
Q2 		$92K Buy
312
+123
+65% +$31.7K 0.05% 242
2025
Q1 		$76.8K Sell
189
-120
-39% -$29.4K 0.05% 250
2024
Q4 		$67.9K Buy
+309
New +$68.8K 0.04% 268

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

Whipplewood Advisors's IBM Position: Q2 2026 in Review

Whipplewood Advisors reduced its IBM (IBM) stake by 15% in Q2 2026, selling an estimated $8.06K and leaving 186 shares worth $52.3K. The position accounts for 0.04% of the portfolio, ranked #141.

Whipplewood Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $92K in Q2 2025. 1,923 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Whipplewood Advisors held 186 shares of IBM worth $52.3K as of Q2 2026.
  • Whipplewood Advisors sold 32 IBM shares in Q2 2026, an estimated $8.06K.
  • IBM made up 0.04% of Whipplewood Advisors's portfolio in Q2 2026, its #141 holding.
  • Whipplewood Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's IBM position peaked at $92K in Q2 2025.
  • 1,923 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.