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Woodward Diversified Capital’s IBM IBM Stock Holding History

Woodward Diversified Capital’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 		$2.06M Sell
7,320
-31
-0.4% -$7.81K 0.91% 24
2026
Q1 		$1.86M Buy
7,351
+130
+2% +$35.2K 0.85% 23
2025
Q4 		$2.14M Buy
7,221
+190
+3% +$56.9K 0.98% 19
2025
Q3 		$1.98M Buy
7,031
+49
+0.7% +$12.8K 0.92% 20
2025
Q2 		$2.06M Buy
6,982
+364
+6% +$93.8K 1.04% 17
2025
Q1 		$1.65M Buy
6,618
+89
+1% +$21.8K 1.16% 14
2024
Q4 		$1.44M Sell
6,529
-899
-12% -$200K 1.05% 19
2024
Q3 		$1.64M Sell
7,428
-3,429
-32% -$672K 1.04% 21
2024
Q2 		$1.88M Buy
10,857
+131
+1% +$22.8K 1.1% 19
2024
Q1 		$2.05M Buy
10,726
+56
+0.5% +$10.2K 1.27% 13
2023
Q4 		$1.75M Sell
10,670
-56
-0.5% -$8.46K 1.1% 13
2023
Q3 		$1.5M Sell
10,726
-144
-1% -$20.5K 1.08% 16
2023
Q2 		$1.45M Sell
10,870
-20
-0.2% -$2.58K 1.1% 16
2023
Q1 		$1.43M Buy
10,890
+7
+0.1% +$936 1.12% 16
2022
Q4 		$1.53M Sell
10,883
-537
-5% -$74.1K 1.23% 13
2022
Q3 		$1.36M Sell
11,420
-302
-3% -$39.6K 1.12% 17
2022
Q2 		$1.66M Buy
11,722
+1,977
+20% +$267K 1.27% 17
2022
Q1 		$1.27M Sell
9,745
-179
-2% -$23.3K 0.83% 31
2021
Q4 		$1.33M Sell
9,924
-247
-2% -$31K 0.78% 33
2021
Q3 		$1.35M Hold
10,171
– – 0.85% 27
2021
Q2 		$1.43M Sell
10,171
-1,178
-10% -$161K 0.81% 30
2021
Q1 		$1.45M Sell
11,349
-1,498
-12% -$179K 0.85% 26
2020
Q4 		$1.55M Buy
+12,847
New +$1.48M 1% 27

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

Woodward Diversified Capital's IBM Position: Q2 2026 in Review

Woodward Diversified Capital reduced its IBM (IBM) stake by 0.42% in Q2 2026, selling an estimated $7.81K and leaving 7,320 shares worth $2.06M. The position accounts for 0.91% of the portfolio, ranked #24.

Woodward Diversified Capital first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.14M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Woodward Diversified Capital held 7,320 shares of IBM worth $2.06M as of Q2 2026.
  • Woodward Diversified Capital sold 31 IBM shares in Q2 2026, an estimated $7.81K.
  • IBM made up 0.91% of Woodward Diversified Capital's portfolio in Q2 2026, its #24 holding.
  • Woodward Diversified Capital first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Woodward Diversified Capital's IBM position peaked at $2.14M in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.