WoodTrust Financial’s IBM IBM Stock Holding History

WoodTrust Financial’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	$1.54M	Sell	5,488 -71	-1%	-$17.9K	0.18%	75
2026 Q1	$1.35M	Hold	5,559	–	–	0.17%	74
2025 Q4	$1.65M	Sell	5,559 -875	-14%	-$262K	0.19%	69
2025 Q3	$1.81M	Hold	6,434	–	–	0.22%	64
2025 Q2	$1.9M	Hold	6,434	–	–	0.24%	61
2025 Q1	$1.6M	Hold	6,434	–	–	0.22%	63
2024 Q4	$1.41M	Buy	6,434 +510	+9%	+$114K	0.2%	72
2024 Q3	$1.31M	Sell	5,924 -265	-4%	-$52K	0.19%	74
2024 Q2	$1.07M	Hold	6,189	–	–	0.17%	82
2024 Q1	$1.18K	Buy	6,189 +453	+8%	+$82.6K	0.19%	82
2023 Q4	$938K	Hold	5,736	–	–	0.16%	83
2023 Q3	$805K	Buy	5,736 +265	+5%	+$37.7K	0.15%	84
2023 Q2	$732K	Sell	5,471 -4,072	-43%	-$526K	0.14%	92
2023 Q1	$1.25M	Hold	9,543	–	–	0.24%	69
2022 Q4	$1.34M	Hold	9,543	–	–	0.28%	62
2022 Q3	$1.13M	Sell	9,543 -3,000	-24%	-$394K	0.26%	65
2022 Q2	$1.77M	Buy	12,543 +10,187	+432%	+$1.37M	0.4%	45
2022 Q1	$306K	Buy	2,356 +350	+17%	+$45.6K	0.06%	121
2021 Q4	$268K	Buy	+2,006	New	+$252K	0.06%	119
2020 Q3	–	Sell	-1,935	Closed	-$223K	–	109
2020 Q2	$223K	Buy	+1,935	New	+$225K	0.09%	79

Other funds holding IBM

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

Citigroup New York $303B AUM 53.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

WoodTrust Financial's IBM Position: Q2 2026 in Review

WoodTrust Financial reduced its IBM (IBM) stake by 1.3% in Q2 2026, selling an estimated $17.9K and leaving 5,488 shares worth $1.54M. The position accounts for 0.18% of the portfolio, ranked #75.

WoodTrust Financial first reported a position in IBM in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.9M in Q2 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

WoodTrust Financial held 5,488 shares of IBM worth $1.54M as of Q2 2026.
WoodTrust Financial sold 71 IBM shares in Q2 2026, an estimated $17.9K.
IBM made up 0.18% of WoodTrust Financial's portfolio in Q2 2026, its #75 holding.
WoodTrust Financial first reported a position in IBM in Q2 2020 and has held it in 20 quarters since.
WoodTrust Financial's IBM position peaked at $1.9M in Q2 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.