Fortis Capital Advisors’s IBM IBM Stock Holding History

Fortis 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	$1.88M	Buy	6,688 +1,536	+30%	+$387K	0.21%	82
2026 Q1	$1.25M	Buy	5,152 +1,264	+33%	+$342K	0.16%	100
2025 Q4	$1.15M	Buy	3,888 +39	+1%	+$11.7K	0.17%	100
2025 Q3	$1.09M	Buy	3,849 +1,833	+91%	+$480K	0.17%	92
2025 Q2	$594K	Buy	2,016 +148	+8%	+$38.1K	0.11%	149
2025 Q1	$464K	Buy	+1,868	New	+$457K	0.09%	160
2024 Q3	–	Sell	-2,144	Closed	-$371K	–	187
2024 Q2	$371K	Buy	2,144 +21	+1%	+$3.65K	0.13%	123
2024 Q1	$405K	Buy	+2,123	New	+$387K	0.17%	108
2023 Q2	–	Sell	-1,067	Closed	-$140K	–	341
2023 Q1	$140K	Sell	1,067 -792	-43%	-$106K	0.07%	136
2022 Q4	$262K	Buy	+1,859	New	+$256K	0.16%	94

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Fortis Capital Advisors increased its IBM (IBM) stake by 30% in Q2 2026, buying an estimated $387K and bringing the position to 6,688 shares worth $1.88M. The position accounts for 0.21% of the portfolio, ranked #82.

Fortis Capital Advisors first reported a position in IBM in Q4 2022 and has held it in 10 quarters since. 1,901 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Fortis Capital Advisors held 6,688 shares of IBM worth $1.88M as of Q2 2026.
Fortis Capital Advisors bought 1,536 IBM shares in Q2 2026, an estimated $387K.
IBM made up 0.21% of Fortis Capital Advisors's portfolio in Q2 2026, its #82 holding.
Fortis Capital Advisors first reported a position in IBM in Q4 2022 and has held it in 10 quarters since.
1,901 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.