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Archford Capital Strategies’s IBM IBM Stock Holding History

Archford Capital Strategies’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 		$1.89M Sell
6,723
-98
-1% -$24.7K 0.19% 107
2026
Q1 		$1.65M Sell
6,821
-8
-0.1% -$2.17K 0.19% 118
2025
Q4 		$2.02M Buy
6,829
+19
+0.3% +$5.69K 0.24% 99
2025
Q3 		$1.92M Sell
6,810
-208
-3% -$54.4K 0.23% 100
2025
Q2 		$2.07M Sell
7,018
-1,970
-22% -$508K 0.26% 89
2025
Q1 		$2.24M Buy
8,988
+289
+3% +$70.7K 0.33% 86
2024
Q4 		$1.91M Sell
8,699
-16
-0.2% -$3.56K 0.29% 85
2024
Q3 		$2.05M Sell
8,715
-641
-7% -$126K 0.31% 82
2024
Q2 		$1.62M Sell
9,356
-541
-5% -$94K 0.26% 92
2024
Q1 		$1.89M Sell
9,897
-535
-5% -$97.6K 0.32% 85
2023
Q4 		$1.71M Buy
10,432
+152
+1% +$23K 0.31% 87
2023
Q3 		$1.44M Buy
10,280
+1,407
+16% +$200K 0.29% 89
2023
Q2 		$1.24M Buy
8,873
+1,591
+22% +$205K 0.23% 106
2023
Q1 		$962K Buy
7,282
+326
+5% +$43.6K 0.2% 119
2022
Q4 		$980K Buy
6,956
+669
+11% +$92.3K 0.23% 108
2022
Q3 		$747K Buy
6,287
+86
+1% +$11.3K 0.19% 123
2022
Q2 		$876K Buy
6,201
+810
+15% +$109K 0.22% 110
2022
Q1 		$695K Buy
5,391
+1,115
+26% +$145K 0.15% 149
2021
Q4 		$572K Buy
4,276
+911
+27% +$114K 0.13% 170
2021
Q3 		$447K Buy
3,365
+146
+5% +$19.5K 0.11% 206
2021
Q2 		$451K Sell
3,219
-65
-2% -$8.89K 0.11% 189
2021
Q1 		$416K Sell
3,284
-9,516
-74% -$1.14M 0.11% 198
2020
Q4 		$1.57M Buy
12,800
+383
+3% +$44.3K 0.36% 86
2020
Q3 		$1.44M Buy
12,417
+41
+0.3% +$4.83K 0.39% 79
2020
Q2 		$1.43M Buy
12,376
+61
+0.5% +$7.08K 0.43% 68
2020
Q1 		$1.31M Buy
12,315
+367
+3% +$46.4K 0.51% 61
2019
Q4 		$1.53M Buy
11,948
+43
+0.4% +$5.59K 0.53% 54
2019
Q3 		$1.66M Buy
11,905
+82
+0.7% +$11.1K 0.62% 46
2019
Q2 		$1.56M Buy
11,823
+30
+0.3% +$3.94K 0.57% 46
2019
Q1 		$1.59M Sell
11,793
-249
-2% -$31.7K 0.59% 44
2018
Q4 		$1.31M Sell
12,042
-3,289
-21% -$395K 0.53% 49
2018
Q3 		$2.22M Sell
15,331
-1,355
-8% -$189K 0.81% 28
2018
Q2 		$2.23M Sell
16,686
-992
-6% -$138K 0.78% 29
2018
Q1 		$2.59M Hold
17,678
– – 1.08% 27
2017
Q4 		$2.59M Buy
17,678
+3,082
+21% +$448K 0.97% 27
2017
Q3 		$2.02M Buy
14,596
+831
+6% +$116K 0.76% 39
2017
Q2 		$2.02M Buy
13,765
+355
+3% +$53.5K 0.8% 35
2017
Q1 		$2.23M Buy
13,410
+2,019
+18% +$339K 0.84% 29
2016
Q4 		$1.81M Buy
11,391
+902
+9% +$137K 0.76% 35
2016
Q3 		$1.59M Buy
10,489
+5,812
+124% +$882K 0.66% 43
2016
Q2 		$679K Sell
4,677
-2,298
-33% -$329K 0.36% 90
2016
Q1 		$1.01M Buy
6,975
+3,084
+79% +$394K 0.48% 67
2015
Q4 		$572K Buy
3,891
+2,819
+263% +$379K 0.26% 125
2015
Q3 		$149K Buy
1,072
+98
+10% +$14.5K 0.11% 127
2015
Q2 		$151K Hold
974
– – 0.11% 127
2015
Q1 		$149K Hold
974
– – 0.1% 129
2014
Q4 		$149K Sell
974
-19
-2% -$3.02K 0.11% 129
2014
Q3 		$180K Hold
993
– – 0.14% 125
2014
Q2 		$172K Hold
993
– – 0.13% 125
2014
Q1 		$183K Buy
+993
New +$175K 0.15% 122

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Archford Capital Strategies's IBM Position: Q2 2026 in Review

Archford Capital Strategies reduced its IBM (IBM) stake by 1.4% in Q2 2026, selling an estimated $24.7K and leaving 6,723 shares worth $1.89M. The position accounts for 0.19% of the portfolio, ranked #107.

Archford Capital Strategies first reported a position in IBM in Q1 2014 and has held it in 50 quarters since. The position peaked at $2.59M in Q1 2018. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Archford Capital Strategies held 6,723 shares of IBM worth $1.89M as of Q2 2026.
  • Archford Capital Strategies sold 98 IBM shares in Q2 2026, an estimated $24.7K.
  • IBM made up 0.19% of Archford Capital Strategies's portfolio in Q2 2026, its #107 holding.
  • Archford Capital Strategies first reported a position in IBM in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's IBM position peaked at $2.59M in Q1 2018.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.