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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Childress Capital Advisors's IBM Position: Q1 2026 in Review

Childress Capital Advisors reduced its IBM (IBM) stake by 15% in Q1 2026, selling an estimated $197K and leaving 4,068 shares worth $986K. The position accounts for 0.18% of the portfolio, ranked #88.

Childress Capital Advisors first reported a position in IBM in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.42M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Childress Capital Advisors held 4,068 shares of IBM worth $986K as of Q1 2026.
  • Childress Capital Advisors sold 727 IBM shares in Q1 2026, an estimated $197K.
  • IBM made up 0.18% of Childress Capital Advisors's portfolio in Q1 2026, its #88 holding.
  • Childress Capital Advisors first reported a position in IBM in Q4 2020 and has held it in 20 quarters since.
  • Childress Capital Advisors's IBM position peaked at $1.42M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.