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Ashford Capital Management’s IBM IBM Stock Holding History

Ashford Capital Management’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 		$348K Buy
1,236
+40
+3% +$10.1K 0.04% 99
2026
Q1 		$290K Hold
1,196
– – 0.04% 93
2025
Q4 		$354K Hold
1,196
– – 0.04% 95
2025
Q3 		$337K Hold
1,196
– – 0.04% 97
2025
Q2 		$353K Sell
1,196
-76
-6% -$19.6K 0.04% 90
2025
Q1 		$316K Sell
1,272
-137
-10% -$33.5K 0.04% 91
2024
Q4 		$310K Sell
1,409
-17
-1% -$3.79K 0.04% 92
2024
Q3 		$315K Hold
1,426
– – 0.04% 95
2024
Q2 		$247K Sell
1,426
-66
-4% -$11.5K 0.03% 93
2024
Q1 		$285K Sell
1,492
-84
-5% -$15.3K 0.04% 87
2023
Q4 		$258K Hold
1,576
– – 0.03% 91
2023
Q3 		$221K Hold
1,576
– – 0.03% 91
2023
Q2 		$211K Sell
1,576
-3,300
-68% -$426K 0.03% 87
2023
Q1 		$639K Sell
4,876
-4,000
-45% -$535K 0.1% 68
2022
Q4 		$1.25M Buy
8,876
+2,050
+30% +$283K 0.19% 59
2022
Q3 		$811K Sell
6,826
-600
-8% -$78.7K 0.12% 70
2022
Q2 		$1.05M Buy
7,426
+2,500
+51% +$337K 0.15% 68
2022
Q1 		$640K Buy
+4,926
New +$642K 0.07% 83
2014
Q3 		– Sell
-5,064
Closed -$878K – 131
2014
Q2 		$878K Sell
5,064
-1,046
-17% -$188K 0.18% 93
2014
Q1 		$1.12M Hold
6,110
– – 0.22% 85
2013
Q4 		$1.1M Sell
6,110
-313
-5% -$54K 0.21% 83
2013
Q3 		$1.14M Hold
6,423
– – 0.23% 79
2013
Q2 		$1.17M Buy
+6,423
New +$1.25M 0.25% 79

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 $3.38T AUM 44.17% 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

Ashford Capital Management's IBM Position: Q2 2026 in Review

Ashford Capital Management increased its IBM (IBM) stake by 3.3% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,236 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #99.

Ashford Capital Management first reported a position in IBM in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.25M in Q4 2022. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Ashford Capital Management held 1,236 shares of IBM worth $348K as of Q2 2026.
  • Ashford Capital Management bought 40 IBM shares in Q2 2026, an estimated $10.1K.
  • IBM made up 0.04% of Ashford Capital Management's portfolio in Q2 2026, its #99 holding.
  • Ashford Capital Management first reported a position in IBM in Q2 2013 and has held it in 23 quarters since.
  • Ashford Capital Management's IBM position peaked at $1.25M in Q4 2022.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ashford Capital Management's 13F filing for Q2 2026, filed 21 Aug 2026.