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Altrius Capital Management’s IBM IBM Stock Holding History

Altrius Capital Management’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 		– Sell
-20,621
Closed -$5M – 92
2026
Q1 		$5M Buy
20,621
+1,757
+9% +$475K 0.99% 63
2025
Q4 		$5.59M Buy
18,864
+82
+0.4% +$24.6K 1.18% 39
2025
Q3 		$5.3M Sell
18,782
-4,048
-18% -$1.06M 1.21% 38
2025
Q2 		$6.73M Sell
22,830
-707
-3% -$182K 1.57% 27
2025
Q1 		$5.85M Sell
23,537
-613
-3% -$150K 1.42% 29
2024
Q4 		$5.31M Sell
24,150
-835
-3% -$186K 1.43% 30
2024
Q3 		$5.52M Sell
24,985
-1,899
-7% -$372K 1.38% 27
2024
Q2 		$4.65M Buy
26,884
+812
+3% +$141K 1.22% 34
2024
Q1 		$4.98M Buy
26,072
+892
+4% +$163K 1.26% 30
2023
Q4 		$4.12M Sell
25,180
-211
-0.8% -$31.9K 1.15% 36
2023
Q3 		$3.56M Buy
25,391
+128
+0.5% +$18.2K 1.06% 43
2023
Q2 		$3.38M Buy
25,263
+645
+3% +$83.2K 1% 49
2023
Q1 		$3.23M Buy
24,618
+876
+4% +$117K 0.99% 53
2022
Q4 		$3.35M Sell
23,742
-495
-2% -$68.3K 1.05% 47
2022
Q3 		$2.88M Sell
24,237
-8,378
-26% -$1.1M 1.1% 46
2022
Q2 		$4.6M Buy
+32,615
New +$4.4M 1.5% 17

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Altrius Capital Management's IBM Position: Q2 2026 in Review

Altrius Capital Management sold out of IBM (IBM) in Q2 2026, closing a stake of 20,621 shares — an estimated $5M sold.

Altrius Capital Management first reported a position in IBM in Q2 2022 and held it in 16 quarters. The position peaked at $6.73M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Altrius Capital Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Altrius Capital Management sold 20,621 IBM shares in Q2 2026, an estimated $5M.
  • Altrius Capital Management first reported a position in IBM in Q2 2022 and held it in 16 quarters.
  • Altrius Capital Management's IBM position peaked at $6.73M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Altrius Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.