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American Capital Advisory’s IBM IBM Stock Holding History

American Capital Advisory’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 		$84.7K Buy
301
+124
+70% +$31.2K 0.03% 170
2026
Q1 		$42.9K Buy
177
+9
+5% +$2.44K 0.02% 223
2025
Q4 		$49.8K Buy
168
+19
+13% +$5.69K 0.02% 201
2025
Q3 		$42K Sell
149
-3
-2% -$785 0.02% 205
2025
Q2 		$44.8K Buy
152
+7
+5% +$1.8K 0.02% 187
2025
Q1 		$36.1K Buy
145
+29
+25% +$7.09K 0.02% 210
2024
Q4 		$25.5K Hold
116
– – 0.01% 236
2024
Q3 		$25.7K Hold
116
– – 0.01% 232
2024
Q2 		$19K Sell
116
-87
-43% -$15.1K 0.01% 223
2024
Q1 		$26.6K Buy
203
+87
+75% +$15.9K 0.02% 182
2023
Q4 		$19K Buy
+116
New +$17.5K 0.01% 223

Other funds holding IBM

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

American Capital Advisory's IBM Position: Q2 2026 in Review

American Capital Advisory increased its IBM (IBM) stake by 70% in Q2 2026, buying an estimated $31.2K and bringing the position to 301 shares worth $84.7K. The position accounts for 0.03% of the portfolio, ranked #170.

American Capital Advisory first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • American Capital Advisory held 301 shares of IBM worth $84.7K as of Q2 2026.
  • American Capital Advisory bought 124 IBM shares in Q2 2026, an estimated $31.2K.
  • IBM made up 0.03% of American Capital Advisory's portfolio in Q2 2026, its #170 holding.
  • American Capital Advisory first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.