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Winthrop Advisory Group’s IBM IBM Stock Holding History

Winthrop Advisory Group’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 		$1.3M Buy
4,626
+485
+12% +$122K 0.09% 75
2026
Q1 		$1M Buy
4,141
+1
+0% +$271 0.08% 72
2025
Q4 		$1.23M Buy
4,140
+167
+4% +$50K 0.1% 66
2025
Q3 		$1.12M Buy
3,973
+247
+7% +$64.7K 0.1% 66
2025
Q2 		$1.1M Sell
3,726
-14
-0.4% -$3.61K 0.11% 66
2025
Q1 		$930K Sell
3,740
-873
-19% -$214K 0.11% 58
2024
Q4 		$1.01M Sell
4,613
-1,540
-25% -$343K 0.12% 59
2024
Q3 		$1.36M Sell
6,153
-62
-1% -$12.2K 0.17% 50
2024
Q2 		$1.07M Buy
6,215
+761
+14% +$132K 0.15% 53
2024
Q1 		$1.04M Sell
5,454
-195
-3% -$35.6K 0.15% 54
2023
Q4 		$924K Buy
5,649
+471
+9% +$71.2K 0.14% 57
2023
Q3 		$726K Buy
5,178
+58
+1% +$8.25K 0.12% 58
2023
Q2 		$685K Buy
5,120
+52
+1% +$6.71K 0.11% 62
2023
Q1 		$664K Buy
5,068
+2
+0% +$268 0.12% 60
2022
Q4 		$714K Buy
5,066
+251
+5% +$34.6K 0.14% 57
2022
Q3 		$572K Buy
4,815
+2
+0% +$262 0.12% 57
2022
Q2 		$680K Buy
4,813
+82
+2% +$11.1K 0.16% 51
2022
Q1 		$615K Buy
4,731
+8
+0.2% +$1.04K 0.13% 57
2021
Q4 		$631K Sell
4,723
-910
-16% -$114K 0.13% 58
2021
Q3 		$748K Buy
5,633
+8
+0.1% +$1.07K 0.17% 49
2021
Q2 		$788K Buy
5,625
+6
+0.1% +$820 0.18% 47
2021
Q1 		$716K Buy
+5,619
New +$672K 0.18% 46
2018
Q4 		– Sell
-1,950
Closed -$282K – 93
2018
Q3 		$282K Sell
1,950
-102
-5% -$14.3K 0.16% 64
2018
Q2 		$274K Sell
2,052
-337
-14% -$47K 0.18% 58
2018
Q1 		$332K Sell
2,389
-343
-13% -$51.9K 0.23% 54
2017
Q4 		$428K Buy
+2,732
New +$397K 0.3% 45

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winthrop Advisory Group's IBM Position: Q2 2026 in Review

Winthrop Advisory Group increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $122K and bringing the position to 4,626 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #75.

Winthrop Advisory Group first reported a position in IBM in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.36M in Q3 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Winthrop Advisory Group held 4,626 shares of IBM worth $1.3M as of Q2 2026.
  • Winthrop Advisory Group bought 485 IBM shares in Q2 2026, an estimated $122K.
  • IBM made up 0.09% of Winthrop Advisory Group's portfolio in Q2 2026, its #75 holding.
  • Winthrop Advisory Group first reported a position in IBM in Q4 2017 and has held it in 26 quarters since.
  • Winthrop Advisory Group's IBM position peaked at $1.36M in Q3 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.