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Whitney & Co’s IBM IBM Stock Holding History

Whitney & Co’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 		$915K Sell
3,255
-76
-2% -$19.1K 0.07% 103
2026
Q1 		$807K Sell
3,331
-44
-1% -$11.9K 0.07% 104
2025
Q4 		$1,000K Sell
3,375
-148
-4% -$44.3K 0.08% 98
2025
Q3 		$994K Buy
3,523
+5
+0.1% +$1.31K 0.09% 76
2025
Q2 		$1.04M Buy
3,518
+5
+0.1% +$1.29K 0.1% 72
2025
Q1 		$873K Sell
3,513
-69
-2% -$16.9K 0.09% 76
2024
Q4 		$788K Sell
3,582
-476
-12% -$106K 0.08% 72
2024
Q3 		$897K Buy
4,058
+43
+1% +$8.43K 0.1% 71
2024
Q2 		$694K Sell
4,015
-30
-0.7% -$5.21K 0.08% 76
2024
Q1 		$772K Sell
4,045
-80
-2% -$14.6K 0.09% 74
2023
Q4 		$675K Buy
4,125
+13
+0.3% +$1.96K 0.09% 75
2023
Q3 		$577K Buy
4,112
+14
+0.3% +$1.99K 0.09% 82
2023
Q2 		$548K Buy
4,098
+565
+16% +$72.9K 0.08% 81
2023
Q1 		$463K Sell
3,533
-85
-2% -$11.4K 0.07% 88
2022
Q4 		$510K Sell
3,618
-13
-0.4% -$1.79K 0.09% 84
2022
Q3 		$431K Sell
3,631
-35
-1% -$4.59K 0.08% 92
2022
Q2 		$518K Buy
3,666
+14
+0.4% +$1.89K 0.09% 82
2022
Q1 		$475K Sell
3,652
-296
-7% -$38.6K 0.07% 97
2021
Q4 		$528K Sell
3,948
-103
-3% -$12.9K 0.08% 91
2021
Q3 		$538K Sell
4,051
-205
-5% -$27.4K 0.09% 87
2021
Q2 		$597K Sell
4,256
-134
-3% -$18.3K 0.1% 85
2021
Q1 		$559K Buy
4,390
+140
+3% +$16.8K 0.1% 83
2020
Q4 		$498K Sell
4,250
-258
-6% -$29.8K 0.08% 87
2020
Q3 		$524K Sell
4,508
-310
-6% -$36.5K 0.1% 78
2020
Q2 		$556K Buy
4,818
+976
+25% +$113K 0.11% 73
2020
Q1 		$407K Sell
3,842
-628
-14% -$79.4K 0.1% 76
2019
Q4 		$573K Sell
4,470
-166
-4% -$21.6K 0.11% 83
2019
Q3 		$610K Sell
4,636
-454
-9% -$61.2K 0.13% 75
2019
Q2 		$671K Sell
5,090
-526
-9% -$69.1K 0.15% 74
2019
Q1 		$753K Sell
5,616
-363
-6% -$46.3K 0.17% 70
2018
Q4 		$773K Sell
5,979
-209
-3% -$25.1K 0.2% 76
2018
Q3 		$730K Hold
6,188
– – 0.18% 77
2018
Q2 		$826K Sell
6,188
-419
-6% -$58.4K 0.22% 72
2018
Q1 		$969K Sell
6,607
-235
-3% -$35.6K 0.28% 72
2017
Q4 		$1M Sell
6,842
-627
-8% -$91.2K 0.29% 75
2017
Q3 		$1.1M Hold
7,469
– – 0.37% 69
2017
Q2 		$1.1M Buy
7,469
+1,951
+35% +$294K 0.36% 71
2017
Q1 		$919K Sell
5,518
-104
-2% -$17.4K 0.33% 67
2016
Q4 		$892K Sell
5,622
-654
-10% -$99.6K 0.34% 71
2016
Q3 		$953K Sell
6,276
-418
-6% -$63.4K 0.38% 67
2016
Q2 		$971K Sell
6,694
-1,046
-14% -$150K 0.39% 68
2016
Q1 		$1.12M Sell
7,740
-1,256
-14% -$160K 0.48% 65
2015
Q4 		$1.18M Sell
8,996
-366
-4% -$49.2K 0.52% 65
2015
Q3 		$1.3M Sell
9,362
-52
-0.6% -$7.68K 0.59% 61
2015
Q2 		$1.46M Sell
9,414
-157
-2% -$25.2K 0.64% 58
2015
Q1 		$1.47M Sell
9,571
-758
-7% -$115K 0.66% 57
2014
Q4 		$1.58M Sell
10,329
-1,177
-10% -$187K 0.71% 57
2014
Q3 		$2.09M Buy
11,506
+78
+0.7% +$14.2K 0.96% 47
2014
Q2 		$1.98M Buy
11,428
+1,151
+11% +$207K 0.91% 49
2014
Q1 		$1.89M Buy
10,277
+183
+2% +$32.2K 0.95% 44
2013
Q4 		$1.81M Buy
10,094
+1,889
+23% +$326K 1% 44
2013
Q3 		$1.45M Buy
8,205
+471
+6% +$85.6K 1.02% 42
2013
Q2 		$1.41M Buy
+7,734
New +$1.51M 1.03% 44

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

Whitney & Co's IBM Position: Q2 2026 in Review

Whitney & Co reduced its IBM (IBM) stake by 2.3% in Q2 2026, selling an estimated $19.1K and leaving 3,255 shares worth $915K. The position accounts for 0.07% of the portfolio, ranked #103.

Whitney & Co first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.09M in Q3 2014. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Whitney & Co held 3,255 shares of IBM worth $915K as of Q2 2026.
  • Whitney & Co sold 76 IBM shares in Q2 2026, an estimated $19.1K.
  • IBM made up 0.07% of Whitney & Co's portfolio in Q2 2026, its #103 holding.
  • Whitney & Co first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Whitney & Co's IBM position peaked at $2.09M in Q3 2014.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.