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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
2019
Q3 		– Sell
-941
Closed -$557K – 484
2019
Q2 		$557K Buy
941
+221
+31% +$29K 0.08% 202
2019
Q1 		$485K Buy
+720
New +$91.8K 0.08% 187

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 $3.37T AUM 44.26% 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

Aptus Capital Advisors's IBM Position: Q2 2026 in Review

Aptus Capital Advisors increased its IBM (IBM) stake by 2.5% in Q2 2026, buying an estimated $422K and bringing the position to 69,701 shares worth $19.6M. The position accounts for 0.13% of the portfolio, ranked #128.

Aptus Capital Advisors first reported a position in IBM in Q1 2019 and has held it in 27 quarters since. The position peaked at $21.8M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aptus Capital Advisors held 69,701 shares of IBM worth $19.6M as of Q2 2026.
  • Aptus Capital Advisors bought 1,674 IBM shares in Q2 2026, an estimated $422K.
  • IBM made up 0.13% of Aptus Capital Advisors's portfolio in Q2 2026, its #128 holding.
  • Aptus Capital Advisors first reported a position in IBM in Q1 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's IBM position peaked at $21.8M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.