Abel Hall LLC’s IBM IBM Stock Holding History

Abel Hall LLC’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	$625K	Buy	2,224 +240	+12%	+$60.5K	0.11%	174
2026 Q1	$481K	Sell	1,984 -1,136	-36%	-$307K	0.1%	206
2025 Q4	$924K	Buy	3,120 +1,828	+141%	+$547K	0.22%	67
2025 Q3	$365K	Sell	1,292 -425	-25%	-$111K	0.15%	134
2025 Q2	$506K	Sell	1,717 -28	-2%	-$7.21K	0.23%	80
2025 Q1	$434K	Buy	1,745 +346	+25%	+$84.6K	0.26%	66
2024 Q4	$307K	Buy	1,399 +60	+4%	+$13.4K	0.2%	88
2024 Q3	$296K	Buy	1,339 +42	+3%	+$8.23K	0.19%	92
2024 Q2	$224K	Buy	1,297 +101	+8%	+$17.5K	0.16%	109
2024 Q1	$228K	Buy	+1,196	New	+$218K	0.17%	104

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Abel Hall LLC's IBM Position: Q2 2026 in Review

Abel Hall LLC increased its IBM (IBM) stake by 12% in Q2 2026, buying an estimated $60.5K and bringing the position to 2,224 shares worth $625K. The position accounts for 0.11% of the portfolio, ranked #174.

Abel Hall LLC first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $924K in Q4 2025. 1,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Abel Hall LLC held 2,224 shares of IBM worth $625K as of Q2 2026.
Abel Hall LLC bought 240 IBM shares in Q2 2026, an estimated $60.5K.
IBM made up 0.11% of Abel Hall LLC's portfolio in Q2 2026, its #174 holding.
Abel Hall LLC first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
Abel Hall LLC's IBM position peaked at $924K in Q4 2025.
1,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.