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Winthrop Capital Management’s IBM IBM Stock Holding History

Winthrop 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 		$1.63M Sell
5,811
-33
-0.6% -$8.31K 0.39% 50
2026
Q1 		$1.42M Sell
5,844
-261
-4% -$70.6K 0.36% 57
2025
Q4 		$1.81M Sell
6,105
-315
-5% -$94.3K 0.42% 48
2025
Q3 		$1.81M Buy
6,420
+68
+1% +$17.8K 0.44% 44
2025
Q2 		$1.87M Buy
6,352
+19
+0.3% +$4.89K 0.47% 45
2025
Q1 		$1.57M Sell
6,333
-33
-0.5% -$8.07K 0.43% 47
2024
Q4 		$1.4M Buy
+6,366
New +$1.42M 0.37% 58
2024
Q1 		– Sell
-6,329
Closed -$1.04M – 202
2023
Q4 		$1.04M Buy
+6,329
New +$956K 0.34% 63

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 Capital Management's IBM Position: Q2 2026 in Review

Winthrop Capital Management reduced its IBM (IBM) stake by 0.56% in Q2 2026, selling an estimated $8.31K and leaving 5,811 shares worth $1.63M. The position accounts for 0.39% of the portfolio, ranked #50.

Winthrop Capital Management first reported a position in IBM in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.87M in Q2 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Winthrop Capital Management held 5,811 shares of IBM worth $1.63M as of Q2 2026.
  • Winthrop Capital Management sold 33 IBM shares in Q2 2026, an estimated $8.31K.
  • IBM made up 0.39% of Winthrop Capital Management's portfolio in Q2 2026, its #50 holding.
  • Winthrop Capital Management first reported a position in IBM in Q4 2023 and has held it in 8 quarters since.
  • Winthrop Capital Management's IBM position peaked at $1.87M in Q2 2025.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.