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ZWJ Investment Counsel’s IBM IBM Stock Holding History

ZWJ Investment Counsel’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 		$4.13M Buy
14,689
+1,048
+8% +$264K 0.13% 77
2026
Q1 		$3.31M Buy
13,641
+6
+0% +$1.62K 0.12% 78
2025
Q4 		$4.04M Sell
13,635
-1,876
-12% -$562K 0.15% 72
2025
Q3 		$4.38M Buy
15,511
+88
+0.6% +$23K 0.15% 72
2025
Q2 		$4.55M Buy
15,423
+340
+2% +$87.6K 0.17% 73
2025
Q1 		$3.75M Buy
15,083
+80
+0.5% +$19.6K 0.15% 76
2024
Q4 		$3.3M Sell
15,003
-156
-1% -$34.7K 0.14% 76
2024
Q3 		$3.35M Sell
15,159
-832
-5% -$163K 0.14% 74
2024
Q2 		$2.77M Buy
15,991
+541
+4% +$94K 0.12% 76
2024
Q1 		$2.95M Sell
15,450
-535
-3% -$97.6K 0.13% 75
2023
Q4 		$2.61M Sell
15,985
-635
-4% -$96K 0.13% 74
2023
Q3 		$2.33M Sell
16,620
-556
-3% -$79.1K 0.13% 78
2023
Q2 		$2.3M Sell
17,176
-572
-3% -$73.8K 0.12% 80
2023
Q1 		$2.33M Sell
17,748
-717
-4% -$95.9K 0.13% 77
2022
Q4 		$2.6M Sell
18,465
-100
-0.5% -$13.8K 0.15% 74
2022
Q3 		$2.21M Sell
18,565
-17
-0.1% -$2.23K 0.14% 75
2022
Q2 		$2.62M Buy
18,582
+5,259
+39% +$710K 0.15% 71
2022
Q1 		$1.73M Sell
13,323
-1,343
-9% -$175K 0.09% 84
2021
Q4 		$1.96M Sell
14,666
-448
-3% -$56.2K 0.1% 87
2021
Q3 		$2.01M Sell
15,114
-1,750
-10% -$234K 0.11% 77
2021
Q2 		$2.36M Buy
16,864
+523
+3% +$71.5K 0.14% 70
2021
Q1 		$2.08M Hold
16,341
– – 0.13% 76
2020
Q4 		$1.97M Buy
16,341
+1,374
+9% +$159K 0.13% 79
2020
Q3 		$1.74M Sell
14,967
-487
-3% -$57.3K 0.14% 71
2020
Q2 		$1.78M Buy
15,454
+580
+4% +$67.4K 0.15% 66
2020
Q1 		$1.58M Sell
14,874
-53
-0.4% -$6.7K 0.14% 82
2019
Q4 		$1.91M Sell
14,927
-784
-5% -$102K 0.13% 81
2019
Q3 		$2.18M Buy
15,711
+889
+6% +$120K 0.17% 66
2019
Q2 		$1.95M Hold
14,822
– – 0.15% 70
2019
Q1 		$2M Sell
14,822
-235
-2% -$30K 0.16% 68
2018
Q4 		$1.64M Buy
15,057
+277
+2% +$33.2K 0.15% 72
2018
Q3 		$2.14M Buy
14,780
+196
+1% +$27.4K 0.17% 64
2018
Q2 		$1.95M Hold
14,584
– – 0.17% 67
2018
Q1 		$2.14M Sell
14,584
-6,738
-32% -$1.02M 0.19% 66
2017
Q4 		$3.13M Sell
21,322
-1,268
-6% -$184K 0.25% 65
2017
Q3 		$3.13M Sell
22,590
-18,609
-45% -$2.59M 0.24% 64
2017
Q2 		$6.06M Sell
41,199
-1,983
-5% -$299K 0.48% 54
2017
Q1 		$7.19M Sell
43,182
-40,444
-48% -$6.78M 0.59% 49
2016
Q4 		$13.3M Sell
83,626
-1,941
-2% -$296K 1.28% 36
2016
Q3 		$13M Sell
85,567
-7,097
-8% -$1.08M 1.3% 36
2016
Q2 		$13.4M Sell
92,664
-766
-0.8% -$110K 1.35% 31
2016
Q1 		$13.5M Buy
93,430
+5,913
+7% +$755K 1.43% 26
2015
Q4 		$11.5M Sell
87,517
-2,553
-3% -$343K 1.26% 31
2015
Q3 		$12.5M Sell
90,070
-262
-0.3% -$38.7K 1.42% 32
2015
Q2 		$14M Buy
90,332
+671
+0.7% +$108K 1.46% 30
2015
Q1 		$13.8M Buy
89,661
+7,618
+9% +$1.16M 1.44% 32
2014
Q4 		$12.6M Sell
82,043
-25,013
-23% -$3.98M 1.27% 36
2014
Q3 		$19.4M Buy
107,056
+2,511
+2% +$457K 2.09% 12
2014
Q2 		$18.1M Buy
104,545
+1,803
+2% +$325K 2.02% 14
2014
Q1 		$18.9M Buy
102,742
+10,528
+11% +$1.85M 2.19% 6
2013
Q4 		$16.5M Buy
92,214
+9,706
+12% +$1.67M 1.9% 18
2013
Q3 		$14.6M Buy
82,508
+6,532
+9% +$1.19M 1.88% 15
2013
Q2 		$13.9M Buy
+75,976
New +$14.8M 1.87% 14

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
VF
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

ZWJ Investment Counsel's IBM Position: Q2 2026 in Review

ZWJ Investment Counsel increased its IBM (IBM) stake by 7.7% in Q2 2026, buying an estimated $264K and bringing the position to 14,689 shares worth $4.13M. The position accounts for 0.13% of the portfolio, ranked #77.

ZWJ Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.4M in Q3 2014. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • ZWJ Investment Counsel held 14,689 shares of IBM worth $4.13M as of Q2 2026.
  • ZWJ Investment Counsel bought 1,048 IBM shares in Q2 2026, an estimated $264K.
  • IBM made up 0.13% of ZWJ Investment Counsel's portfolio in Q2 2026, its #77 holding.
  • ZWJ Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • ZWJ Investment Counsel's IBM position peaked at $19.4M in Q3 2014.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.