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Annis Gardner Whiting Capital Advisors’s IBM IBM Stock Holding History

Annis Gardner Whiting 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 		$695K Sell
2,470
-302
-11% -$76.1K 0.1% 162
2026
Q1 		$672K Sell
2,772
-130
-4% -$35.2K 0.11% 154
2025
Q4 		$860K Buy
2,902
+1,475
+103% +$442K 0.16% 117
2025
Q3 		$403K Sell
1,427
-230
-14% -$60.2K 0.08% 198
2025
Q2 		$488K Buy
1,657
+236
+17% +$60.8K 0.17% 118
2025
Q1 		$353K Sell
1,421
-300
-17% -$73.4K 0.15% 129
2024
Q4 		$378K Buy
1,721
+108
+7% +$24.1K 0.11% 153
2024
Q3 		$357K Buy
1,613
+88
+6% +$17.3K 0.1% 164
2024
Q2 		$264K Sell
1,525
-16
-1% -$2.78K 0.08% 191
2024
Q1 		$294K Buy
1,541
+348
+29% +$63.5K 0.11% 149
2023
Q4 		$195K Hold
1,193
– – 0.09% 154
2023
Q3 		$167K Buy
+1,193
New +$170K 0.09% 157

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's IBM Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its IBM (IBM) stake by 11% in Q2 2026, selling an estimated $76.1K and leaving 2,470 shares worth $695K. The position accounts for 0.1% of the portfolio, ranked #162.

Annis Gardner Whiting Capital Advisors first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. The position peaked at $860K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 2,470 shares of IBM worth $695K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors sold 302 IBM shares in Q2 2026, an estimated $76.1K.
  • IBM made up 0.1% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #162 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • Annis Gardner Whiting Capital Advisors's IBM position peaked at $860K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.