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Elgethun Capital Management’s IBM IBM Stock Holding History

Elgethun 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 		$119K Buy
425
+71
+20% +$17.9K 0.02% 170
2026
Q1 		$85.8K Sell
354
-893
-72% -$242K 0.01% 164
2025
Q4 		$369K Buy
1,247
+5
+0.4% +$1.5K 0.06% 105
2025
Q3 		$351K Buy
1,242
+7
+0.6% +$1.83K 0.06% 102
2025
Q2 		$364K Buy
1,235
+6
+0.5% +$1.55K 0.07% 99
2025
Q1 		$306K Buy
1,229
+7
+0.6% +$1.71K 0.07% 104
2024
Q4 		$269K Buy
1,222
+9
+0.7% +$2K 0.07% 104
2024
Q3 		$268K Buy
1,213
+9
+0.7% +$1.76K 0.06% 108
2024
Q2 		$208K Buy
1,204
+12
+1% +$2.08K 0.05% 117
2024
Q1 		$227K Buy
1,192
+10
+0.8% +$1.82K 0.06% 116
2023
Q4 		$193K Buy
1,182
+12
+1% +$1.81K 0.05% 116
2023
Q3 		$165K Sell
1,170
-163
-12% -$23.2K 0.05% 118
2023
Q2 		$178K Buy
+1,333
New +$172K 0.05% 119
2018
Q2 		– Sell
-9,172
Closed -$1.34M – 89
2018
Q1 		$1.34M Sell
9,172
-8,363
-48% -$1.27M 0.94% 39
2017
Q4 		$2.57M Sell
17,535
-4,037
-19% -$587K 1.8% 18
2017
Q3 		$2.99M Sell
21,572
-4,742
-18% -$661K 2.2% 12
2017
Q2 		$3.87M Sell
26,314
-1,751
-6% -$264K 3.01% 7
2017
Q1 		$4.67M Buy
28,065
+21
+0.1% +$3.52K 3.75% 4
2016
Q4 		$4.45M Buy
+28,044
New +$4.27M 3.48% 4

Other funds holding IBM

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Elgethun Capital Management increased its IBM (IBM) stake by 20% in Q2 2026, buying an estimated $17.9K and bringing the position to 425 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #170.

Elgethun Capital Management first reported a position in IBM in Q4 2016 and has held it in 19 quarters since. The position peaked at $4.67M in Q1 2017. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Elgethun Capital Management held 425 shares of IBM worth $119K as of Q2 2026.
  • Elgethun Capital Management bought 71 IBM shares in Q2 2026, an estimated $17.9K.
  • IBM made up 0.02% of Elgethun Capital Management's portfolio in Q2 2026, its #170 holding.
  • Elgethun Capital Management first reported a position in IBM in Q4 2016 and has held it in 19 quarters since.
  • Elgethun Capital Management's IBM position peaked at $4.67M in Q1 2017.
  • 1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.