Apella Capital
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Apella Capital’s IBM IBM Stock Holding History

Apella Capital’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
Q3 		$3.9M Buy
17,689
+2,904
+20% +$690K 0.05% 203
2026
Q2 		$4.53M Sell
14,785
-200
-1% -$50.4K 0.06% 173
2026
Q1 		$3.8M Buy
14,985
+6,207
+71% +$1.68M 0.06% 189
2025
Q4 		$2.6M Buy
8,778
+92
+1% +$27.6K 0.05% 180
2025
Q3 		$2.4M Buy
8,686
+1,120
+15% +$293K 0.05% 172
2025
Q2 		$2.21M Buy
7,566
+974
+15% +$251K 0.06% 159
2025
Q1 		$1.55M Buy
6,592
+1,644
+33% +$402K 0.05% 154
2024
Q4 		$1.09M Buy
4,948
+149
+3% +$33.2K 0.04% 158
2024
Q3 		$1.05M Buy
4,799
+667
+16% +$131K 0.04% 146
2024
Q2 		$729K Buy
4,132
+1,818
+79% +$316K 0.03% 175
2024
Q1 		$438K Sell
2,314
-555
-19% -$101K 0.02% 203
2023
Q4 		$462K Sell
2,869
-138
-5% -$20.9K 0.03% 192
2023
Q3 		$422K Buy
3,007
+695
+30% +$98.9K 0.03% 181
2023
Q2 		$309K Buy
+2,312
New +$298K 0.02% 210
2022
Q4 		$315K Buy
2,235
+141
+7% +$19.4K 0.03% 189
2022
Q3 		$249K Buy
2,094
+60
+3% +$7.87K 0.03% 189
2022
Q2 		$287K Buy
2,034
+206
+11% +$27.8K 0.03% 182
2022
Q1 		$238K Buy
1,828
+110
+6% +$14.3K 0.03% 184
2021
Q4 		$230K Buy
1,718
+187
+12% +$23.5K 0.03% 183
2021
Q3 		$203K Sell
1,531
-208
-12% -$27.8K 0.03% 196
2021
Q2 		$244K Sell
1,739
-840
-33% -$115K 0.04% 186
2021
Q1 		$329K Sell
2,579
-316
-11% -$37.8K 0.1% 104
2020
Q4 		$348K Buy
2,895
+334
+13% +$38.6K 0.12% 92
2020
Q3 		$298K Buy
2,561
+1
+0% +$118 0.12% 104
2020
Q2 		$296K Hold
2,560
– – 0.14% 98
2020
Q1 		$271K Buy
+2,560
New +$324K 0.16% 89

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital's IBM Position: Q3 2026 in Review

Apella Capital increased its IBM (IBM) stake by 20% in Q3 2026, buying an estimated $690K and bringing the position to 17,689 shares worth $3.9M. The position accounts for 0.05% of the portfolio, ranked #203.

Apella Capital first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.53M in Q2 2026. 2,194 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Apella Capital held 17,689 shares of IBM worth $3.9M as of Q3 2026.
  • Apella Capital bought 2,904 IBM shares in Q3 2026, an estimated $690K.
  • IBM made up 0.05% of Apella Capital's portfolio in Q3 2026, its #203 holding.
  • Apella Capital first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's IBM position peaked at $4.53M in Q2 2026.
  • 2,194 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.