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FLC Capital Advisors’s IBM IBM Stock Holding History

FLC 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 		$7.85M Buy
27,920
+64
+0.2% +$16.1K 1.26% 19
2026
Q1 		$6.75M Sell
27,856
-200
-0.7% -$54.1K 1.21% 21
2025
Q4 		$8.31M Buy
28,056
+119
+0.4% +$35.6K 1.53% 16
2025
Q3 		$7.88M Buy
27,937
+718
+3% +$188K 1.53% 16
2025
Q2 		$8.02M Sell
27,219
-574
-2% -$148K 1.66% 16
2025
Q1 		$6.91M Buy
27,793
+53
+0.2% +$13K 1.55% 17
2024
Q4 		$6.1M Sell
27,740
-174
-0.6% -$38.8K 1.4% 18
2024
Q3 		$6.17M Hold
27,914
– – 1.42% 17
2024
Q2 		$4.83M Sell
27,914
-70
-0.3% -$12.2K 1.19% 23
2024
Q1 		$5.34M Sell
27,984
-744
-3% -$136K 1.35% 17
2023
Q4 		$4.7M Buy
28,728
+504
+2% +$76.2K 1.27% 18
2023
Q3 		$3.96M Buy
28,224
+145
+0.5% +$20.6K 1.2% 22
2023
Q2 		$3.76M Sell
28,079
-46
-0.2% -$5.94K 1.1% 22
2023
Q1 		$3.69M Buy
28,125
+550
+2% +$73.6K 1.13% 24
2022
Q4 		$3.89M Sell
27,575
-1,047
-4% -$144K 1.21% 24
2022
Q3 		$3.4M Sell
28,622
-38
-0.1% -$4.99K 1.18% 22
2022
Q2 		$4.05M Sell
28,660
-1,313
-4% -$177K 1.35% 20
2022
Q1 		$3.9M Buy
29,973
+3,629
+14% +$473K 1.09% 23
2021
Q4 		$3.52M Buy
26,344
+1,696
+7% +$213K 0.98% 26
2021
Q3 		$3.27M Buy
24,648
+463
+2% +$61.9K 0.97% 27
2021
Q2 		$3.39M Buy
24,185
+414
+2% +$56.6K 1% 27
2021
Q1 		$3.03M Buy
23,771
+10,397
+78% +$1.24M 0.95% 28
2020
Q4 		$1.61M Buy
13,374
+2,075
+18% +$240K 0.53% 49
2020
Q3 		$1.27M Buy
11,299
+1,376
+14% +$162K 0.46% 51
2020
Q2 		$1.14M Buy
9,923
+5,702
+135% +$662K 0.45% 51
2020
Q1 		$444K Buy
4,221
+1,688
+67% +$213K 0.21% 66
2019
Q4 		$325K Buy
2,533
+257
+11% +$33.4K 0.13% 82
2019
Q3 		$316K Buy
2,276
+443
+24% +$59.8K 0.13% 84
2019
Q2 		$246K Buy
+1,833
New +$241K 0.1% 103

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

FLC Capital Advisors increased its IBM (IBM) stake by 0.23% in Q2 2026, buying an estimated $16.1K and bringing the position to 27,920 shares worth $7.85M. The position accounts for 1.26% of the portfolio, ranked #19.

FLC Capital Advisors first reported a position in IBM in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.31M in Q4 2025. 1,952 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • FLC Capital Advisors held 27,920 shares of IBM worth $7.85M as of Q2 2026.
  • FLC Capital Advisors bought 64 IBM shares in Q2 2026, an estimated $16.1K.
  • IBM made up 1.26% of FLC Capital Advisors's portfolio in Q2 2026, its #19 holding.
  • FLC Capital Advisors first reported a position in IBM in Q2 2019 and has held it in 29 quarters since.
  • FLC Capital Advisors's IBM position peaked at $8.31M in Q4 2025.
  • 1,952 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.