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Windsor Capital Management’s IBM IBM Stock Holding History

Windsor Capital Management’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 		$406K Sell
1,443
-311
-18% -$78.4K 0.11% 92
2026
Q1 		$425K Buy
1,754
+2
+0.1% +$541 0.12% 91
2025
Q4 		$519K Sell
1,752
-23
-1% -$6.89K 0.14% 86
2025
Q3 		$501K Sell
1,775
-454
-20% -$119K 0.14% 88
2025
Q2 		$657K Sell
2,229
-18
-0.8% -$4.64K 0.19% 72
2025
Q1 		$559K Sell
2,247
-39
-2% -$9.54K 0.17% 79
2024
Q4 		$503K Sell
2,286
-262
-10% -$58.4K 0.15% 84
2024
Q3 		$563K Sell
2,548
-23
-0.9% -$4.51K 0.16% 78
2024
Q2 		$445K Sell
2,571
-79
-3% -$13.7K 0.14% 85
2024
Q1 		$506K Sell
2,650
-26
-1% -$4.74K 0.16% 81
2023
Q4 		$438K Buy
2,676
+152
+6% +$23K 0.14% 82
2023
Q3 		$354K Hold
2,524
– – 0.12% 88
2023
Q2 		$338K Buy
2,524
+9
+0.4% +$1.16K 0.11% 87
2023
Q1 		$330K Buy
2,515
+10
+0.4% +$1.34K 0.11% 88
2022
Q4 		$353K Buy
2,505
+9
+0.4% +$1.24K 0.13% 83
2022
Q3 		$296K Sell
2,496
-80
-3% -$10.5K 0.11% 91
2022
Q2 		$363K Buy
2,576
+114
+5% +$15.4K 0.13% 91
2022
Q1 		$320K Buy
2,462
+535
+28% +$69.8K 0.1% 94
2021
Q4 		$257K Sell
1,927
-197
-9% -$24.7K 0.08% 105
2021
Q3 		$282K Sell
2,124
-193
-8% -$25.8K 0.09% 102
2021
Q2 		$324K Buy
2,317
+7
+0.3% +$957 0.11% 97
2021
Q1 		$294K Sell
2,310
-99
-4% -$11.8K 0.1% 97
2020
Q4 		$290K Sell
2,409
-1,245
-34% -$144K 0.11% 98
2020
Q3 		$425K Buy
3,654
+794
+28% +$93.5K 0.18% 89
2020
Q2 		$330K Buy
2,860
+70
+3% +$8.13K 0.14% 92
2020
Q1 		$295K Sell
2,790
-85
-3% -$10.7K 0.15% 94
2019
Q4 		$368K Buy
2,875
+49
+2% +$6.37K 0.15% 95
2019
Q3 		$393K Buy
2,826
+59
+2% +$7.96K 0.18% 94
2019
Q2 		$364K Buy
2,767
+131
+5% +$17.2K 0.17% 89
2019
Q1 		$355K Buy
2,636
+115
+5% +$14.7K 0.17% 93
2018
Q4 		$273K Sell
2,521
-7
-0.3% -$840 0.14% 98
2018
Q3 		$365K Buy
2,528
+50
+2% +$6.99K 0.16% 95
2018
Q2 		$331K Sell
2,478
-273
-10% -$38.1K 0.15% 96
2018
Q1 		$403K Buy
2,751
+348
+14% +$52.7K 0.19% 92
2017
Q4 		$352K Sell
2,403
-1,018
-30% -$148K 0.16% 91
2017
Q3 		$503K Hold
3,421
– – 0.25% 77
2017
Q2 		$503K Sell
3,421
-163
-5% -$24.6K 0.25% 78
2017
Q1 		$596K Sell
3,584
-1,197
-25% -$201K 0.31% 68
2016
Q4 		$758K Buy
4,781
+533
+13% +$81.2K 0.41% 52
2016
Q3 		$645K Buy
4,248
+46
+1% +$6.98K 0.35% 58
2016
Q2 		$609K Buy
4,202
+914
+28% +$131K 0.36% 65
2016
Q1 		$476K Buy
3,288
+290
+10% +$37K 0.3% 75
2015
Q4 		$394K Sell
2,998
-210
-7% -$28.2K 0.25% 75
2015
Q3 		$444K Sell
3,208
-1,444
-31% -$213K 0.26% 69
2015
Q2 		$723K Buy
4,652
+2,012
+76% +$323K 0.42% 53
2015
Q1 		$405K Buy
2,640
+507
+24% +$76.9K 0.23% 70
2014
Q4 		$327K Buy
2,133
+56
+3% +$8.91K 0.18% 77
2014
Q3 		$377K Sell
2,077
-310
-13% -$56.5K 0.21% 64
2014
Q2 		$414K Buy
2,387
+279
+13% +$50.2K 0.23% 61
2014
Q1 		$388K Buy
2,108
+442
+27% +$77.8K 0.23% 61
2013
Q4 		$299K Sell
1,666
-186
-10% -$32.1K 0.18% 69
2013
Q3 		$328K Buy
1,852
+374
+25% +$68K 0.19% 63
2013
Q2 		$270K Buy
+1,478
New +$288K 0.16% 68

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

Windsor Capital Management's IBM Position: Q2 2026 in Review

Windsor Capital Management reduced its IBM (IBM) stake by 18% in Q2 2026, selling an estimated $78.4K and leaving 1,443 shares worth $406K. The position accounts for 0.11% of the portfolio, ranked #92.

Windsor Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $758K in Q4 2016. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Windsor Capital Management held 1,443 shares of IBM worth $406K as of Q2 2026.
  • Windsor Capital Management sold 311 IBM shares in Q2 2026, an estimated $78.4K.
  • IBM made up 0.11% of Windsor Capital Management's portfolio in Q2 2026, its #92 holding.
  • Windsor Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Windsor Capital Management's IBM position peaked at $758K in Q4 2016.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.