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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
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

Apella Capital's IBM Position: Q2 2026 in Review

Apella Capital reduced its IBM (IBM) stake by 1.3% in Q2 2026, selling an estimated $50.4K and leaving 14,785 shares worth $4.53M. The position accounts for 0.06% of the portfolio, ranked #173.

Apella Capital first reported a position in IBM in Q1 2020 and has held it in 25 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Apella Capital held 14,785 shares of IBM worth $4.53M as of Q2 2026.
  • Apella Capital sold 200 IBM shares in Q2 2026, an estimated $50.4K.
  • IBM made up 0.06% of Apella Capital's portfolio in Q2 2026, its #173 holding.
  • Apella Capital first reported a position in IBM in Q1 2020 and has held it in 25 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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