William B. Walkup & Associates’s IBM IBM Stock Holding History

William B. Walkup & Associates’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	$1.23M	Sell	4,373 -34	-0.8%	-$8.57K	0.59%	42
2026 Q1	$1.1M	Hold	4,407	–	–	0.65%	41
2025 Q4	$1.31M	Hold	4,407	–	–	0.71%	38
2025 Q3	$1.24M	Hold	4,407	–	–	0.67%	38
2025 Q2	$1.3M	Hold	4,407	–	–	0.77%	37
2025 Q1	$1.1M	Buy	4,407 +207	+5%	+$50.6K	0.67%	40
2024 Q4	$923K	Hold	4,200	–	–	0.58%	45
2024 Q3	$929K	Sell	4,200 -118	-3%	-$23.1K	0.57%	44
2024 Q2	$747K	Buy	+4,318	New	+$750K	0.49%	50

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

William B. Walkup & Associates's IBM Position: Q2 2026 in Review

William B. Walkup & Associates reduced its IBM (IBM) stake by 0.77% in Q2 2026, selling an estimated $8.57K and leaving 4,373 shares worth $1.23M. The position accounts for 0.59% of the portfolio, ranked #42.

William B. Walkup & Associates first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

William B. Walkup & Associates held 4,373 shares of IBM worth $1.23M as of Q2 2026.
William B. Walkup & Associates sold 34 IBM shares in Q2 2026, an estimated $8.57K.
IBM made up 0.59% of William B. Walkup & Associates's portfolio in Q2 2026, its #42 holding.
William B. Walkup & Associates first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's IBM position peaked at $1.31M in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.