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Capital Advisors Wealth Management’s IBM IBM Stock Holding History

Capital Advisors Wealth 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 		$827K Sell
2,941
-116
-4% -$29.2K 0.1% 116
2026
Q1 		$741K Buy
3,057
+80
+3% +$21.6K 0.1% 115
2025
Q4 		$882K Buy
2,977
+21
+0.7% +$6.29K 0.12% 94
2025
Q3 		$834K Buy
2,956
+120
+4% +$31.4K 0.12% 89
2025
Q2 		$836K Buy
2,836
+336
+13% +$86.6K 0.13% 79
2025
Q1 		$622K Buy
2,500
+35
+1% +$8.56K 0.11% 93
2024
Q4 		$542K Sell
2,465
-450
-15% -$100K 0.1% 90
2024
Q3 		$644K Buy
2,915
+532
+22% +$104K 0.12% 83
2024
Q2 		$412K Buy
2,383
+10
+0.4% +$1.74K 0.08% 96
2024
Q1 		$453K Buy
2,373
+52
+2% +$9.49K 0.09% 91
2023
Q4 		$380K Buy
2,321
+89
+4% +$13.4K 0.09% 94
2023
Q3 		$313K Buy
2,232
+187
+9% +$26.6K 0.08% 101
2023
Q2 		$274K Buy
2,045
+161
+9% +$20.8K 0.07% 103
2023
Q1 		$247K Sell
1,884
-78
-4% -$10.4K 0.07% 112
2022
Q4 		$276K Buy
1,962
+8
+0.4% +$1.1K 0.08% 99
2022
Q3 		$232K Buy
1,954
+64
+3% +$8.4K 0.08% 104
2022
Q2 		$267K Buy
1,890
+349
+23% +$47.1K 0.09% 92
2022
Q1 		$200K Buy
+1,541
New +$201K 0.06% 118

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 Wealth Management's IBM Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its IBM (IBM) stake by 3.8% in Q2 2026, selling an estimated $29.2K and leaving 2,941 shares worth $827K. The position accounts for 0.1% of the portfolio, ranked #116.

Capital Advisors Wealth Management first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $882K in Q4 2025. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Capital Advisors Wealth Management held 2,941 shares of IBM worth $827K as of Q2 2026.
  • Capital Advisors Wealth Management sold 116 IBM shares in Q2 2026, an estimated $29.2K.
  • IBM made up 0.1% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Capital Advisors Wealth Management first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • Capital Advisors Wealth Management's IBM position peaked at $882K in Q4 2025.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.