Winthrop Partners - WNY’s IBM IBM Stock Holding History

Winthrop Partners - WNY’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	$316K	Sell	1,125 -25	-2%	-$6.3K	0.16%	75
2026 Q1	$279K	Hold	1,150	–	–	0.15%	77
2025 Q4	$341K	Buy	+1,150	New	+$344K	0.18%	71
2019 Q3	$276K	Sell	1,982 -26	-1%	-$3.51K	0.19%	90
2019 Q2	$265K	Sell	2,008 -53	-3%	-$6.96K	0.2%	92
2019 Q1	$282K	Sell	2,061 -523	-20%	-$66.7K	0.22%	86
2018 Q4	$281K	Buy	2,584 +37	+1%	+$4.44K	0.26%	76
2018 Q3	$368K	Buy	2,547 +46	+2%	+$6.43K	0.3%	79
2018 Q2	$334K	Hold	2,501	–	–	0.28%	84
2018 Q1	$365K	Hold	2,501	–	–	0.28%	86
2017 Q4	$381K	Buy	+2,501	New	+$364K	0.31%	86

Other funds holding IBM

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Winthrop Partners - WNY's IBM Position: Q2 2026 in Review

Winthrop Partners - WNY reduced its IBM (IBM) stake by 2.2% in Q2 2026, selling an estimated $6.3K and leaving 1,125 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #75.

Winthrop Partners - WNY first reported a position in IBM in Q4 2017 and has held it in 11 quarters since. The position peaked at $381K in Q4 2017. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Winthrop Partners - WNY held 1,125 shares of IBM worth $316K as of Q2 2026.
Winthrop Partners - WNY sold 25 IBM shares in Q2 2026, an estimated $6.3K.
IBM made up 0.16% of Winthrop Partners - WNY's portfolio in Q2 2026, its #75 holding.
Winthrop Partners - WNY first reported a position in IBM in Q4 2017 and has held it in 11 quarters since.
Winthrop Partners - WNY's IBM position peaked at $381K in Q4 2017.
1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.