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Aull & Monroe Investment Management’s IBM IBM Stock Holding History

Aull & Monroe 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 		$2.37M Buy
8,424
+20
+0.2% +$5.04K 0.99% 30
2026
Q1 		$2.04M Sell
8,404
-175
-2% -$47.4K 0.95% 37
2025
Q4 		$2.54M Sell
8,579
-10
-0.1% -$3K 1.27% 27
2025
Q3 		$2.42M Sell
8,589
-100
-1% -$26.2K 1.24% 28
2025
Q2 		$2.56M Sell
8,689
-1,740
-17% -$448K 1.37% 27
2025
Q1 		$2.59M Sell
10,429
-125
-1% -$30.6K 1.29% 26
2024
Q4 		$2.32M Sell
10,554
-615
-6% -$137K 1.18% 28
2024
Q3 		$2.47M Sell
11,169
-11
-0.1% -$2.16K 1.15% 30
2024
Q2 		$1.93M Sell
11,180
-1,300
-10% -$226K 0.95% 38
2024
Q1 		$2.38M Hold
12,480
– – 1.09% 31
2023
Q4 		$2.04M Sell
12,480
-125
-1% -$18.9K 1.01% 38
2023
Q3 		$1.77M Hold
12,605
– – 0.92% 40
2023
Q2 		$1.69M Hold
12,605
– – 0.85% 43
2023
Q1 		$1.65M Sell
12,605
-126
-1% -$16.9K 0.84% 44
2022
Q4 		$1.79M Sell
12,731
-600
-5% -$82.8K 0.89% 41
2022
Q3 		$1.58M Hold
13,331
– – 0.87% 41
2022
Q2 		$1.88M Sell
13,331
-75
-0.6% -$10.1K 0.95% 39
2022
Q1 		$1.74M Sell
13,406
-100
-0.7% -$13K 0.79% 44
2021
Q4 		$1.8M Sell
13,506
-843
-6% -$106K 0.8% 44
2021
Q3 		$1.91M Hold
14,349
– – 0.94% 39
2021
Q2 		$2.01M Sell
14,349
-78
-0.5% -$10.7K 0.96% 38
2021
Q1 		$1.84M Buy
14,427
+156
+1% +$18.7K 0.89% 39
2020
Q4 		$1.72M Hold
14,271
– – 0.91% 39
2020
Q3 		$1.66M Sell
14,271
-26
-0.2% -$3.06K 0.97% 35
2020
Q2 		$1.65M Sell
14,297
-314
-2% -$36.5K 1.02% 36
2020
Q1 		$1.55M Buy
14,611
+314
+2% +$39.7K 1.04% 36
2019
Q4 		$1.83M Sell
14,297
-157
-1% -$20.4K 0.93% 41
2019
Q3 		$2.01M Sell
14,454
-261
-2% -$35.2K 1.06% 33
2019
Q2 		$1.94M Sell
14,715
-209
-1% -$27.5K 1.03% 36
2019
Q1 		$2.01M Sell
14,924
-942
-6% -$120K 1.08% 32
2018
Q4 		$1.72M Sell
15,866
-627
-4% -$75.3K 0.98% 39
2018
Q3 		$2.38M Buy
16,493
+104
+0.6% +$14.5K 1.15% 30
2018
Q2 		$2.19M Sell
16,389
-314
-2% -$43.8K 1.12% 30
2018
Q1 		$2.45M Buy
16,703
+314
+2% +$47.5K 1.28% 24
2017
Q4 		$2.4M Sell
16,389
-732
-4% -$106K 1.21% 26
2017
Q3 		$2.38M Sell
17,121
-353
-2% -$49.2K 1.22% 28
2017
Q2 		$2.57M Sell
17,474
-314
-2% -$47.3K 1.37% 24
2017
Q1 		$2.96M Sell
17,788
-157
-0.9% -$26.3K 1.58% 21
2016
Q4 		$2.85M Sell
17,945
-105
-0.6% -$16K 1.6% 20
2016
Q3 		$2.74M Sell
18,050
-810
-4% -$123K 1.58% 19
2016
Q2 		$2.74M Sell
18,860
-444
-2% -$63.6K 1.58% 18
2016
Q1 		$2.79M Hold
19,304
– – 1.68% 18
2015
Q4 		$2.54M Buy
19,304
+157
+0.8% +$21.1K 1.58% 20
2015
Q3 		$2.65M Sell
19,147
-1,431
-7% -$211K 1.72% 17
2015
Q2 		$3.19M Sell
20,578
-726
-3% -$117K 1.87% 14
2015
Q1 		$3.27M Buy
21,304
+209
+1% +$31.7K 1.84% 15
2014
Q4 		$3.24M Sell
21,095
-1,077
-5% -$171K 1.76% 17
2014
Q3 		$4.02M Buy
22,172
+207
+0.9% +$37.7K 2.14% 10
2014
Q2 		$3.81M Buy
21,965
+282
+1% +$50.8K 2.03% 11
2014
Q1 		$3.99M Sell
21,683
-52
-0.2% -$9.15K 2.28% 7
2013
Q4 		$3.9M Buy
21,735
+706
+3% +$122K 2.28% 8
2013
Q3 		$3.72M Buy
21,029
+245
+1% +$44.5K 2.41% 7
2013
Q2 		$3.8M Buy
+20,784
New +$4.05M 2.56% 6

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Robeco Institutional Asset Management
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
VF
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Aull & Monroe Investment Management's IBM Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its IBM (IBM) stake by 0.24% in Q2 2026, buying an estimated $5.04K and bringing the position to 8,424 shares worth $2.37M. The position accounts for 0.99% of the portfolio, ranked #30.

Aull & Monroe Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.02M in Q3 2014. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Aull & Monroe Investment Management held 8,424 shares of IBM worth $2.37M as of Q2 2026.
  • Aull & Monroe Investment Management bought 20 IBM shares in Q2 2026, an estimated $5.04K.
  • IBM made up 0.99% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #30 holding.
  • Aull & Monroe Investment Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's IBM position peaked at $4.02M in Q3 2014.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.