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Childress Capital Advisors’s IBM IBM Stock Holding History

Childress Capital Advisors’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 		$1.21M Buy
4,302
+234
+6% +$59K 0.2% 78
2026
Q1 		$986K Sell
4,068
-727
-15% -$197K 0.18% 88
2025
Q4 		$1.42M Buy
4,795
+539
+13% +$161K 0.23% 64
2025
Q3 		$1.2M Buy
4,256
+1,161
+38% +$304K 0.22% 76
2025
Q2 		$912K Buy
3,095
+638
+26% +$164K 0.23% 71
2025
Q1 		$611K Buy
2,457
+280
+13% +$68.5K 0.18% 84
2024
Q4 		$479K Buy
2,177
+16
+0.7% +$3.56K 0.13% 105
2024
Q3 		$478K Buy
2,161
+209
+11% +$41K 0.13% 117
2024
Q2 		$338K Sell
1,952
-118
-6% -$20.5K 0.1% 144
2024
Q1 		$395K Sell
2,070
-116
-5% -$21.2K 0.11% 116
2023
Q4 		$358K Buy
2,186
+20
+0.9% +$3.02K 0.11% 117
2023
Q3 		$304K Buy
+2,166
New +$308K 0.1% 121
2023
Q1 		– Sell
-3,437
Closed -$484K – 127
2022
Q4 		$484K Sell
3,437
-131
-4% -$18.1K 0.16% 94
2022
Q3 		$432K Buy
3,568
+414
+13% +$54.3K 0.17% 93
2022
Q2 		$445K Buy
3,154
+165
+6% +$22.3K 0.18% 92
2022
Q1 		$389K Buy
2,989
+563
+23% +$73.4K 0.14% 118
2021
Q4 		$324K Buy
2,426
+16
+0.7% +$2.01K 0.13% 124
2021
Q3 		$320K Buy
2,410
+14
+0.6% +$1.87K 0.13% 137
2021
Q2 		$335K Sell
2,396
-1,303
-35% -$178K 0.15% 108
2021
Q1 		$471K Buy
3,699
+1,278
+53% +$153K 0.22% 91
2020
Q4 		$293K Buy
+2,421
New +$280K 0.17% 74

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Childress Capital Advisors increased its IBM (IBM) stake by 5.8% in Q2 2026, buying an estimated $59K and bringing the position to 4,302 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #78.

Childress Capital Advisors first reported a position in IBM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.42M in Q4 2025. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Childress Capital Advisors held 4,302 shares of IBM worth $1.21M as of Q2 2026.
  • Childress Capital Advisors bought 234 IBM shares in Q2 2026, an estimated $59K.
  • IBM made up 0.2% of Childress Capital Advisors's portfolio in Q2 2026, its #78 holding.
  • Childress Capital Advisors first reported a position in IBM in Q4 2020 and has held it in 21 quarters since.
  • Childress Capital Advisors's IBM position peaked at $1.42M in Q4 2025.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.