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Ferguson Wellman Capital Management’s IBM IBM Stock Holding History

Ferguson Wellman 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 		$41.9M Sell
149,003
-4
-0% -$1.01K 0.51% 48
2026
Q1 		$36.1M Buy
149,007
+797
+0.5% +$216K 0.49% 47
2025
Q4 		$43.9M Buy
148,210
+2,395
+2% +$717K 0.7% 36
2025
Q3 		$41.1M Buy
145,815
+2,675
+2% +$700K 0.67% 42
2025
Q2 		$42.2M Buy
143,140
+1,692
+1% +$436K 0.74% 41
2025
Q1 		$35.2M Buy
141,448
+1,058
+0.8% +$259K 0.68% 45
2024
Q4 		$30.9M Sell
140,390
-4,831
-3% -$1.08M 0.59% 48
2024
Q3 		$32.1M Buy
145,221
+17
+0% +$3.33K 0.62% 45
2024
Q2 		$25.1M Buy
145,204
+496
+0.3% +$86.2K 0.51% 54
2024
Q1 		$27.6M Buy
144,708
+1,144
+0.8% +$209K 0.56% 51
2023
Q4 		$23.5M Buy
143,564
+163
+0.1% +$24.6K 0.53% 55
2023
Q3 		$20.1M Sell
143,401
-785
-0.5% -$112K 0.49% 59
2023
Q2 		$19.3M Sell
144,186
-11,055
-7% -$1.43M 0.45% 65
2023
Q1 		$20.4M Buy
155,241
+2,463
+2% +$330K 0.51% 61
2022
Q4 		$21.5M Buy
152,778
+118,016
+339% +$16.3M 0.56% 55
2022
Q3 		$4.13M Buy
34,762
+9,375
+37% +$1.23M 0.16% 83
2022
Q2 		$3.58M Sell
25,387
-419
-2% -$56.6K 0.13% 99
2022
Q1 		$3.35M Buy
25,806
+264
+1% +$34.4K 0.11% 110
2021
Q4 		$3.41M Sell
25,542
-700
-3% -$87.8K 0.1% 105
2021
Q3 		$3.48M Sell
26,242
-2,128
-8% -$284K 0.11% 108
2021
Q2 		$3.98M Sell
28,370
-2,178
-7% -$298K 0.13% 103
2021
Q1 		$3.89M Sell
30,548
-4,367
-13% -$523K 0.14% 101
2020
Q4 		$4.2M Sell
34,915
-4,446
-11% -$514K 0.1% 143
2020
Q3 		$4.58M Buy
39,361
+821
+2% +$96.7K 0.13% 127
2020
Q2 		$4.45M Buy
38,540
+3,386
+10% +$393K 0.14% 121
2020
Q1 		$3.73M Sell
35,154
-661
-2% -$83.6K 0.14% 125
2019
Q4 		$4.59M Sell
35,815
-6,754
-16% -$878K 0.14% 130
2019
Q3 		$5.92M Buy
42,569
+7,698
+22% +$1.04M 0.19% 107
2019
Q2 		$4.6M Sell
34,871
-850
-2% -$112K 0.15% 116
2019
Q1 		$4.82M Sell
35,721
-384
-1% -$48.9K 0.16% 115
2018
Q4 		$3.92M Sell
36,105
-796
-2% -$95.5K 0.15% 126
2018
Q3 		$5.33M Buy
36,901
+5,546
+18% +$775K 0.18% 117
2018
Q2 		$4.19M Sell
31,355
-2,727
-8% -$380K 0.15% 134
2018
Q1 		$5M Sell
34,082
-283
-0.8% -$42.8K 0.18% 125
2017
Q4 		$5.04M Sell
34,365
-887
-3% -$129K 0.17% 128
2017
Q3 		$4.89M Sell
35,252
-261
-0.7% -$36.4K 0.18% 124
2017
Q2 		$5.22M Sell
35,513
-1,359
-4% -$205K 0.2% 118
2017
Q1 		$6.14M Sell
36,872
-1,395
-4% -$234K 0.24% 109
2016
Q4 		$6.07M Buy
38,267
+2,230
+6% +$340K 0.25% 104
2016
Q3 		$5.47M Sell
36,037
-2,186
-6% -$332K 0.23% 105
2016
Q2 		$5.55M Buy
38,223
+1,470
+4% +$210K 0.23% 106
2016
Q1 		$5.32M Sell
36,753
-697
-2% -$89K 0.23% 111
2015
Q4 		$4.93M Sell
37,450
-1,616
-4% -$217K 0.2% 117
2015
Q3 		$5.41M Buy
39,066
+77
+0.2% +$11.4K 0.24% 111
2015
Q2 		$6.06M Buy
38,989
+1,301
+3% +$209K 0.25% 112
2015
Q1 		$5.78M Sell
37,688
-1,310
-3% -$199K 0.24% 114
2014
Q4 		$5.98M Sell
38,998
-153
-0.4% -$24.3K 0.24% 102
2014
Q3 		$7.11M Sell
39,151
-1,184
-3% -$216K 0.3% 89
2014
Q2 		$6.99M Buy
40,335
+474
+1% +$85.3K 0.3% 91
2014
Q1 		$7.33M Sell
39,861
-455
-1% -$80.1K 0.33% 84
2013
Q4 		$7.23M Sell
40,316
-1,812
-4% -$312K 0.33% 83
2013
Q3 		$7.46M Sell
42,128
-742
-2% -$135K 0.37% 76
2013
Q2 		$7.83M Buy
+42,870
New +$8.35M 0.6% 55

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Ferguson Wellman Capital Management's IBM Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its IBM (IBM) stake by 0% in Q2 2026, selling an estimated $1.01K and leaving 149,003 shares worth $41.9M. The position accounts for 0.51% of the portfolio, ranked #48.

Ferguson Wellman Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.9M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Ferguson Wellman Capital Management held 149,003 shares of IBM worth $41.9M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 4 IBM shares in Q2 2026, an estimated $1.01K.
  • IBM made up 0.51% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #48 holding.
  • Ferguson Wellman Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's IBM position peaked at $43.9M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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