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Brookstone Capital Management’s IBM IBM Stock Holding History

Brookstone 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 		$7.16M Buy
25,468
+1,692
+7% +$426K 0.07% 274
2026
Q1 		$5.76M Buy
23,776
+5,645
+31% +$1.53M 0.07% 297
2025
Q4 		$5.37M Sell
18,131
-984
-5% -$295K 0.06% 295
2025
Q3 		$5.39M Buy
19,115
+2,127
+13% +$557K 0.06% 293
2025
Q2 		$5.01M Sell
16,988
-807
-5% -$208K 0.07% 281
2025
Q1 		$4.42M Buy
17,795
+1,506
+9% +$368K 0.06% 274
2024
Q4 		$3.58M Sell
16,289
-259
-2% -$57.7K 0.05% 293
2024
Q3 		$3.66M Buy
16,548
+210
+1% +$41.2K 0.05% 288
2024
Q2 		$3.06M Sell
16,338
-1,849
-10% -$321K 0.05% 303
2024
Q1 		$3.47M Buy
18,187
+289
+2% +$52.7K 0.06% 276
2023
Q4 		$2.93M Sell
17,898
-936
-5% -$141K 0.06% 271
2023
Q3 		$2.6M Sell
18,834
-100,213
-84% -$14.3M 0.06% 266
2023
Q2 		$15.7M Buy
119,047
+2,890
+2% +$373K 0.32% 87
2023
Q1 		$14.8M Buy
116,157
+8,442
+8% +$1.13M 0.29% 98
2022
Q4 		$15.5M Buy
107,715
+17,592
+20% +$2.43M 0.31% 88
2022
Q3 		$10.6M Sell
90,123
-4,564
-5% -$599K 0.24% 105
2022
Q2 		$13.3M Buy
94,687
+36,684
+63% +$4.95M 0.29% 85
2022
Q1 		$7.33M Buy
58,003
+9,091
+19% +$1.19M 0.14% 145
2021
Q4 		$6.59M Sell
48,912
-1,893
-4% -$237K 0.11% 152
2021
Q3 		$6.84M Buy
50,805
+8,565
+20% +$1.14M 0.12% 145
2021
Q2 		$5.67M Buy
42,240
+10,356
+32% +$1.42M 0.1% 172
2021
Q1 		$4.06M Sell
31,884
-3,741
-11% -$448K 0.16% 118
2020
Q4 		$4.29M Buy
35,625
+2,173
+6% +$251K 0.17% 107
2020
Q3 		$3.89M Buy
33,452
+4,860
+17% +$572K 0.18% 89
2020
Q2 		$3.3M Buy
28,592
+16,447
+135% +$1.91M 0.21% 72
2020
Q1 		$1.29M Sell
12,145
-22,174
-65% -$2.8M 0.07% 147
2019
Q4 		$4.4M Buy
34,319
+8,648
+34% +$1.12M 0.22% 70
2019
Q3 		$3.57M Buy
25,671
+3,745
+17% +$505K 0.19% 84
2019
Q2 		$2.89M Buy
21,926
+3,654
+20% +$480K 0.17% 88
2019
Q1 		$2.46M Buy
18,272
+9,900
+118% +$1.26M 0.16% 88
2018
Q4 		$910K Sell
8,372
-30,986
-79% -$3.72M 0.07% 137
2018
Q3 		$5.69M Sell
39,358
-2,825
-7% -$395K 0.43% 55
2018
Q2 		$5.63M Sell
42,183
-1,986
-4% -$277K 0.49% 50
2018
Q1 		$6.48M Buy
44,169
+1,743
+4% +$264K 0.59% 37
2017
Q4 		$6.22M Buy
42,426
+1,561
+4% +$227K 0.56% 45
2017
Q3 		$5.67M Buy
40,865
+1,407
+4% +$196K 0.51% 75
2017
Q2 		$5.8M Buy
39,458
+3,462
+10% +$522K 0.55% 77
2017
Q1 		$5.99M Buy
35,996
+3,543
+11% +$594K 0.61% 57
2016
Q4 		$5.15M Buy
32,453
+4,286
+15% +$653K 0.57% 63
2016
Q3 		$4.28M Buy
28,167
+2,363
+9% +$359K 0.47% 68
2016
Q2 		$3.74M Buy
25,804
+3,314
+15% +$474K 0.49% 55
2016
Q1 		$3.26M Buy
22,490
+19,685
+702% +$2.51M 0.49% 44
2015
Q4 		$369K Buy
2,805
+48
+2% +$6.45K 0.07% 102
2015
Q3 		$382K Sell
2,757
-269
-9% -$39.7K 0.07% 97
2015
Q2 		$471K Buy
3,026
+261
+9% +$42K 0.06% 138
2015
Q1 		$424K Buy
2,765
+612
+28% +$92.8K 0.06% 132
2014
Q4 		$330K Sell
2,153
-644
-23% -$102K 0.05% 124
2014
Q3 		$508K Buy
2,797
+157
+6% +$28.6K 0.1% 89
2014
Q2 		$458K Sell
2,640
-1
-0% -$180 0.09% 66
2014
Q1 		$486K Buy
2,641
+388
+17% +$68.3K 0.12% 60
2013
Q4 		$404K Buy
+2,253
New +$389K 0.12% 67

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 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

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

Brookstone Capital Management increased its IBM (IBM) stake by 7.1% in Q2 2026, buying an estimated $426K and bringing the position to 25,468 shares worth $7.16M. The position accounts for 0.07% of the portfolio, ranked #274.

Brookstone Capital Management first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $15.7M in Q2 2023. 923 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Brookstone Capital Management held 25,468 shares of IBM worth $7.16M as of Q2 2026.
  • Brookstone Capital Management bought 1,692 IBM shares in Q2 2026, an estimated $426K.
  • IBM made up 0.07% of Brookstone Capital Management's portfolio in Q2 2026, its #274 holding.
  • Brookstone Capital Management first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
  • Brookstone Capital Management's IBM position peaked at $15.7M in Q2 2023.
  • 923 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.