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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
2020
Q1 		– Sell
-30,125
Closed -$3.86M – 457
2019
Q4 		$3.86M Buy
+30,125
New +$3.92M 0.27% 59

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.