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Affinity Capital Advisors’s IBM IBM Stock Holding History

Affinity Capital Advisors’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 		$672K Sell
2,244
-23
-1% -$5.79K 0.08% 93
2026
Q1 		$550K Sell
2,267
-173
-7% -$46.8K 0.08% 99
2025
Q4 		$723K Buy
2,440
+323
+15% +$96.7K 0.1% 81
2025
Q3 		$607K Sell
2,117
-115
-5% -$30.1K 0.09% 86
2025
Q2 		$658K Buy
2,232
+204
+10% +$52.6K 0.11% 83
2025
Q1 		$478K Sell
2,028
-28
-1% -$6.85K 0.09% 90
2024
Q4 		$460K Sell
2,056
-49
-2% -$10.9K 0.09% 100
2024
Q3 		$465K Sell
2,105
-86
-4% -$16.9K 0.09% 99
2024
Q2 		$379K Sell
2,191
-56
-2% -$9.73K 0.08% 109
2024
Q1 		$429K Buy
2,247
+2
+0.1% +$365 0.1% 103
2023
Q4 		$367K Buy
2,245
+7
+0.3% +$1.06K 0.09% 103
2023
Q3 		$314K Sell
2,238
-7
-0.3% -$996 0.09% 100
2023
Q2 		$300K Sell
2,245
-82
-4% -$10.6K 0.08% 98
2023
Q1 		$305K Sell
2,327
-96
-4% -$12.8K 0.09% 95
2022
Q4 		$341K Buy
2,423
+3
+0.1% +$414 0.12% 78
2022
Q3 		$288K Buy
2,420
+463
+24% +$60.8K 0.1% 80
2022
Q2 		$276K Buy
1,957
+4
+0.2% +$540 0.09% 88
2022
Q1 		$254K Buy
1,953
+75
+4% +$9.78K 0.08% 101
2021
Q4 		$251K Buy
+1,878
New +$236K 0.08% 107

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Affinity Capital Advisors's IBM Position: Q2 2026 in Review

Affinity Capital Advisors reduced its IBM (IBM) stake by 1% in Q2 2026, selling an estimated $5.79K and leaving 2,244 shares worth $672K. The position accounts for 0.08% of the portfolio, ranked #93.

Affinity Capital Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $723K in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Affinity Capital Advisors held 2,244 shares of IBM worth $672K as of Q2 2026.
  • Affinity Capital Advisors sold 23 IBM shares in Q2 2026, an estimated $5.79K.
  • IBM made up 0.08% of Affinity Capital Advisors's portfolio in Q2 2026, its #93 holding.
  • Affinity Capital Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Affinity Capital Advisors's IBM position peaked at $723K in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.