Asset Advisors Investment Management’s IBM IBM Stock Holding History

Asset Advisors Investment 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	$613K	Sell	2,179 -304	-12%	-$76.6K	0.06%	84
2026 Q1	$602K	Hold	2,483	–	–	0.06%	89
2025 Q4	$735K	Hold	2,483	–	–	0.07%	81
2025 Q3	$701K	Hold	2,483	–	–	0.07%	79
2025 Q2	$732K	Hold	2,483	–	–	0.07%	78
2025 Q1	$617K	Hold	2,483	–	–	0.06%	80
2024 Q4	$546K	Sell	2,483 -400	-14%	-$89.1K	0.06%	82
2024 Q3	$637K	Buy	2,883 +40	+1%	+$7.84K	0.07%	78
2024 Q2	$492K	Buy	+2,843	New	+$494K	0.05%	79
2020 Q3	–	Sell	-1,255	Closed	-$145K	–	123
2020 Q2	$145K	Buy	+1,255	New	+$146K	0.02%	93
2019 Q3	–	Sell	-2,024	Closed	-$267K	–	98
2019 Q2	$267K	Buy	2,024 +350	+21%	+$46K	0.04%	89
2019 Q1	$226K	Buy	+1,674	New	+$213K	0.04%	92
2018 Q4	–	Sell	-5,858	Closed	-$847K	–	121
2018 Q3	$847K	Buy	+5,858	New	+$819K	0.14%	70

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Asset Advisors Investment Management's IBM Position: Q2 2026 in Review

Asset Advisors Investment Management reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $76.6K and leaving 2,179 shares worth $613K. The position accounts for 0.06% of the portfolio, ranked #84.

Asset Advisors Investment Management first reported a position in IBM in Q3 2018 and has held it in 13 quarters since. The position peaked at $847K in Q3 2018. 1,352 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Asset Advisors Investment Management held 2,179 shares of IBM worth $613K as of Q2 2026.
Asset Advisors Investment Management sold 304 IBM shares in Q2 2026, an estimated $76.6K.
IBM made up 0.06% of Asset Advisors Investment Management's portfolio in Q2 2026, its #84 holding.
Asset Advisors Investment Management first reported a position in IBM in Q3 2018 and has held it in 13 quarters since.
Asset Advisors Investment Management's IBM position peaked at $847K in Q3 2018.
1,352 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Asset Advisors Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.