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Whitcomb & Hess’s IBM IBM Stock Holding History

Whitcomb & Hess’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 		$254K Hold
902
– – 0.05% 53
2026
Q1 		$219K Hold
902
– – 0.05% 57
2025
Q4 		$273K Hold
902
– – 0.06% 51
2025
Q3 		$255K Hold
902
– – 0.07% 51
2025
Q2 		$266K Hold
902
– – 0.08% 48
2025
Q1 		$224K Buy
+902
New +$221K 0.07% 50

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Whitcomb & Hess's IBM Position: Q2 2026 in Review

Whitcomb & Hess held its IBM (IBM) position steady in Q2 2026 at 902 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #53.

Whitcomb & Hess first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $273K in Q4 2025. 2,274 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Whitcomb & Hess held 902 shares of IBM worth $254K as of Q2 2026.
  • Whitcomb & Hess left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.05% of Whitcomb & Hess's portfolio in Q2 2026, its #53 holding.
  • Whitcomb & Hess first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • Whitcomb & Hess's IBM position peaked at $273K in Q4 2025.
  • 2,274 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.