ZIG
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Zullo Investment Group’s IBM IBM Stock Holding History

Zullo Investment 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 		$1.28M Sell
4,538
-140
-3% -$35.3K 0.44% 54
2026
Q1 		$1.13M Buy
4,678
+153
+3% +$41.4K 0.43% 54
2025
Q4 		$1.34M Sell
4,525
-83
-2% -$24.9K 0.49% 47
2025
Q3 		$1.3M Buy
4,608
+23
+0.5% +$6.02K 0.48% 47
2025
Q2 		$1.35M Sell
4,585
-5,162
-53% -$1.33M 0.55% 44
2025
Q1 		$2.42M Buy
9,747
+59
+0.6% +$14.4K 1.04% 24
2024
Q4 		$2.13M Buy
9,688
+12
+0.1% +$2.67K 0.86% 29
2024
Q3 		$2.14M Sell
9,676
-204
-2% -$40K 0.89% 26
2024
Q2 		$1.71M Sell
9,880
-89
-0.9% -$15.5K 0.75% 35
2024
Q1 		$1.9M Buy
9,969
+34
+0.3% +$6.2K 0.89% 26
2023
Q4 		$1.63M Buy
9,935
+58
+0.6% +$8.76K 0.83% 31
2023
Q3 		$1.39M Sell
9,877
-81
-0.8% -$11.5K 0.81% 34
2023
Q2 		$1.33M Buy
9,958
+95
+1% +$12.3K 0.76% 35
2023
Q1 		$1.29M Buy
9,863
+176
+2% +$23.5K 0.81% 35
2022
Q4 		$1.36M Buy
9,687
+99
+1% +$13.7K 0.84% 27
2022
Q3 		$1.14M Buy
9,588
+378
+4% +$49.6K 0.74% 31
2022
Q2 		$1.3M Buy
9,210
+104
+1% +$14K 0.81% 27
2022
Q1 		$1.18M Buy
9,106
+415
+5% +$54.1K 0.62% 33
2021
Q4 		$1.16M Buy
+8,691
New +$1.09M 0.6% 35

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

Zullo Investment Group's IBM Position: Q2 2026 in Review

Zullo Investment Group reduced its IBM (IBM) stake by 3% in Q2 2026, selling an estimated $35.3K and leaving 4,538 shares worth $1.28M. The position accounts for 0.44% of the portfolio, ranked #54.

Zullo Investment Group first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.42M in Q1 2025. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Zullo Investment Group held 4,538 shares of IBM worth $1.28M as of Q2 2026.
  • Zullo Investment Group sold 140 IBM shares in Q2 2026, an estimated $35.3K.
  • IBM made up 0.44% of Zullo Investment Group's portfolio in Q2 2026, its #54 holding.
  • Zullo Investment Group first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's IBM position peaked at $2.42M in Q1 2025.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.