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Capital Advisors Ltd’s IBM IBM Stock Holding History

Capital Advisors Ltd’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 		$1.29M Sell
4,605
-51
-1% -$12.8K 0.13% 109
2026
Q1 		$1.13M Sell
4,656
-49
-1% -$13.3K 0.13% 110
2025
Q4 		$1.39M Buy
4,705
+24
+0.5% +$7.19K 0.16% 86
2025
Q3 		$1.32M Sell
4,681
-10
-0.2% -$2.62K 0.15% 86
2025
Q2 		$1.38M Buy
4,691
+12
+0.3% +$3.09K 0.17% 79
2025
Q1 		$1.16M Buy
4,679
+12
+0.3% +$2.94K 0.15% 89
2024
Q4 		$1.03M Buy
4,667
+11
+0.2% +$2.45K 0.13% 95
2024
Q3 		$1.03M Buy
4,656
+18
+0.4% +$3.53K 0.13% 103
2024
Q2 		$802K Buy
4,638
+756
+19% +$131K 0.1% 116
2024
Q1 		$741K Buy
3,882
+23
+0.6% +$4.2K 0.1% 121
2023
Q4 		$631K Sell
3,859
-12
-0.3% -$1.81K 0.09% 124
2023
Q3 		$543K Sell
3,871
-124
-3% -$17.6K 0.08% 137
2023
Q2 		$535K Buy
3,995
+379
+10% +$48.9K 0.08% 143
2023
Q1 		$474K Sell
3,616
-237
-6% -$31.7K 0.08% 138
2022
Q4 		$520K Buy
3,853
+340
+10% +$46.9K 0.09% 130
2022
Q3 		$417K Buy
3,513
+2,979
+558% +$391K 0.08% 141
2022
Q2 		$75K Sell
534
-20
-4% -$2.7K 0.01% 323
2022
Q1 		$72K Hold
554
– – 0.01% 340
2021
Q4 		$74K Sell
554
-14
-2% -$1.76K 0.01% 328
2021
Q3 		$75K Hold
568
– – 0.01% 296
2021
Q2 		$80K Buy
568
+174
+44% +$23.8K 0.01% 283
2021
Q1 		$50K Sell
394
-173
-31% -$20.7K 0.01% 294
2020
Q4 		$68K Sell
567
-170
-23% -$19.6K 0.02% 263
2020
Q3 		$86K Buy
737
+1
+0.1% +$118 0.02% 229
2020
Q2 		$85K Buy
736
+1
+0.1% +$116 0.02% 229
2020
Q1 		$78K Buy
735
+2
+0.3% +$253 0.02% 221
2019
Q4 		$94K Buy
733
+346
+89% +$45K 0.02% 210
2019
Q3 		$54K Sell
387
-51
-12% -$6.88K 0.01% 254
2019
Q2 		$58K Buy
438
+2
+0.5% +$263 0.02% 272
2019
Q1 		$59K Hold
436
– – 0.02% 280
2018
Q4 		$47K Sell
436
-851
-66% -$102K 0.01% 292
2018
Q3 		$186K Buy
1,287
+264
+26% +$36.9K 0.05% 154
2018
Q2 		$137K Buy
1,023
+1
+0.1% +$139 0.04% 153
2018
Q1 		$150K Buy
1,022
+1
+0.1% +$151 0.05% 148
2017
Q4 		$150K Buy
1,021
+1
+0.1% +$145 0.05% 142
2017
Q3 		$141K Sell
1,020
-75
-7% -$10.4K 0.05% 142
2017
Q2 		$161K Hold
1,095
– – 0.06% 131
2017
Q1 		$182K Hold
1,095
– – 0.07% 116
2016
Q4 		$174K Buy
1,095
+1
+0.1% +$152 0.07% 113
2016
Q3 		$166K Hold
1,094
– – 0.07% 113
2016
Q2 		$159K Hold
1,094
– – 0.07% 117
2016
Q1 		$158K Buy
1,094
+1
+0.1% +$128 0.08% 111
2015
Q4 		$144K Buy
1,093
+16
+1% +$2.15K 0.08% 117
2015
Q3 		$149K Sell
1,077
-225
-17% -$33.2K 0.08% 111
2015
Q2 		$203K Buy
1,302
+188
+17% +$30.2K 0.11% 99
2015
Q1 		$171K Hold
1,114
– – 0.09% 105
2014
Q4 		$171K Hold
1,114
– – 0.09% 100
2014
Q3 		$202K Sell
1,114
-355
-24% -$64.7K 0.11% 92
2014
Q2 		$255K Sell
1,469
-1,206
-45% -$217K 0.14% 78
2014
Q1 		$492K Sell
2,675
-252
-9% -$44.4K 0.29% 51
2013
Q4 		$525K Buy
+2,927
New +$505K 0.35% 47

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Capital Advisors Ltd's IBM Position: Q2 2026 in Review

Capital Advisors Ltd reduced its IBM (IBM) stake by 1.1% in Q2 2026, selling an estimated $12.8K and leaving 4,605 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #109.

Capital Advisors Ltd first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.39M in Q4 2025. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Capital Advisors Ltd held 4,605 shares of IBM worth $1.29M as of Q2 2026.
  • Capital Advisors Ltd sold 51 IBM shares in Q2 2026, an estimated $12.8K.
  • IBM made up 0.13% of Capital Advisors Ltd's portfolio in Q2 2026, its #109 holding.
  • Capital Advisors Ltd first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's IBM position peaked at $1.39M in Q4 2025.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.