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Aptus Capital Advisors’s IBM IBM Stock Holding History

Aptus 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
Q1 		$16.5M Sell
68,027
-5,386
-7% -$1.46M 0.13% 140
2025
Q4 		$21.7M Buy
73,413
+2,043
+3% +$612K 0.16% 121
2025
Q3 		$20.1M Sell
71,370
-2,651
-4% -$694K 0.15% 133
2025
Q2 		$21.8M Buy
74,021
+2,389
+3% +$615K 0.18% 115
2025
Q1 		$17.8M Buy
71,632
+41,483
+138% +$10.1M 0.18% 117
2024
Q4 		$6.63M Buy
30,149
+15,143
+101% +$3.37M 0.07% 227
2024
Q3 		$3.32M Buy
15,006
+7,095
+90% +$1.39M 0.05% 265
2024
Q2 		$1.37M Sell
7,911
-367
-4% -$63.8K 0.02% 340
2024
Q1 		$1.58M Buy
8,278
+1,891
+30% +$345K 0.03% 330
2023
Q4 		$1.04M Sell
6,387
-2,349
-27% -$355K 0.03% 280
2023
Q3 		$1.23M Buy
8,736
+2,359
+37% +$336K 0.03% 281
2023
Q2 		$853K Sell
6,377
-1,094
-15% -$141K 0.02% 279
2023
Q1 		$979K Buy
7,471
+1,556
+26% +$208K 0.03% 268
2022
Q4 		$833K Buy
5,915
+11
+0.2% +$1.52K 0.03% 288
2022
Q3 		$701K Buy
5,904
+2,327
+65% +$305K 0.02% 290
2022
Q2 		$505K Buy
3,577
+1,213
+51% +$164K 0.01% 281
2022
Q1 		$307K Buy
2,364
+696
+42% +$90.8K 0.01% 355
2021
Q4 		$223K Sell
1,668
-77
-4% -$9.66K 0.01% 353
2021
Q3 		$232K Sell
1,745
-225
-11% -$30.1K 0.01% 336
2021
Q2 		$276K Buy
+1,970
New +$269K 0.01% 322
2020
Q4 		– Sell
-26,174
Closed -$3.04M – 494
2020
Q3 		$3.04M Buy
26,174
+2,007
+8% +$236K 0.16% 82
2020
Q2 		$2.79M Buy
24,167
+2,501
+12% +$290K 0.18% 83
2020
Q1 		$2.3M Sell
21,666
-11,031
-34% -$1.39M 0.2% 82
2019
Q4 		$4.19M Buy
+32,697
New +$4.25M 0.3% 55
2019
Q3 		– Sell
-4,213
Closed -$555K – 485
2019
Q2 		$555K Buy
4,213
+48
+1% +$6.31K 0.08% 205
2019
Q1 		$561K Buy
+4,165
New +$531K 0.1% 146

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aptus Capital Advisors's IBM Position: Q1 2026 in Review

Aptus Capital Advisors reduced its IBM (IBM) stake by 7.3% in Q1 2026, selling an estimated $1.46M and leaving 68,027 shares worth $16.5M. The position accounts for 0.13% of the portfolio, ranked #140.

Aptus Capital Advisors first reported a position in IBM in Q1 2019 and has held it in 26 quarters since. The position peaked at $21.8M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Aptus Capital Advisors held 68,027 shares of IBM worth $16.5M as of Q1 2026.
  • Aptus Capital Advisors sold 5,386 IBM shares in Q1 2026, an estimated $1.46M.
  • IBM made up 0.13% of Aptus Capital Advisors's portfolio in Q1 2026, its #140 holding.
  • Aptus Capital Advisors first reported a position in IBM in Q1 2019 and has held it in 26 quarters since.
  • Aptus Capital Advisors's IBM position peaked at $21.8M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.