Holt Capital Partners’s IBM IBM Stock Holding History

Holt Capital Partners’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	$501K	Buy	1,781 +75	+4%	+$18.9K	0.06%	128
2026 Q1	$414K	Buy	+1,706	New	+$462K	0.06%	127
2020 Q3	–	Sell	-4,362	Closed	-$504K	–	149
2020 Q2	$504K	Hold	4,362	–	–	0.14%	95
2020 Q1	$463K	Hold	4,362	–	–	0.15%	85
2019 Q4	$559K	Hold	4,362	–	–	0.14%	96
2019 Q3	$606K	Hold	4,362	–	–	0.17%	89
2019 Q2	$575K	Hold	4,362	–	–	0.16%	94
2019 Q1	$588K	Hold	4,362	–	–	0.17%	93
2018 Q4	$474K	Hold	4,362	–	–	0.15%	96
2018 Q3	$631K	Hold	4,362	–	–	0.18%	91
2018 Q2	$583K	Hold	4,362	–	–	0.17%	93
2018 Q1	$640K	Hold	4,362	–	–	0.2%	84
2017 Q4	$640K	Hold	4,362	–	–	0.2%	84
2017 Q3	$605K	Hold	4,362	–	–	0.2%	84
2017 Q2	$641K	Hold	4,362	–	–	0.22%	78
2017 Q1	$726K	Hold	4,362	–	–	0.26%	76
2016 Q4	$692K	Hold	4,362	–	–	0.26%	76
2016 Q3	$662K	Hold	4,362	–	–	0.26%	77
2016 Q2	$633K	Hold	4,362	–	–	0.26%	75
2016 Q1	$632K	Hold	4,362	–	–	0.28%	71
2015 Q4	$574K	Hold	4,362	–	–	0.26%	73
2015 Q3	$605K	Hold	4,362	–	–	0.25%	71
2015 Q2	$678K	Sell	4,362 -471	-10%	-$75.7K	0.27%	70
2015 Q1	$742K	Buy	4,833 +471	+11%	+$71.4K	0.3%	61
2014 Q4	$669K	Sell	4,362 -471	-10%	-$74.9K	0.28%	64
2014 Q3	$877K	Buy	4,833 +785	+19%	+$143K	0.4%	56
2014 Q2	$702K	Hold	4,048	–	–	0.38%	37
2014 Q1	$745K	Sell	4,048 -262	-6%	-$46.1K	0.43%	35
2013 Q4	$773K	Buy	+4,310	New	+$743K	0.48%	34

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Holt Capital Partners's IBM Position: Q2 2026 in Review

Holt Capital Partners increased its IBM (IBM) stake by 4.4% in Q2 2026, buying an estimated $18.9K and bringing the position to 1,781 shares worth $501K. The position accounts for 0.06% of the portfolio, ranked #128.

Holt Capital Partners first reported a position in IBM in Q4 2013 and has held it in 29 quarters since. The position peaked at $877K in Q3 2014. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Holt Capital Partners held 1,781 shares of IBM worth $501K as of Q2 2026.
Holt Capital Partners bought 75 IBM shares in Q2 2026, an estimated $18.9K.
IBM made up 0.06% of Holt Capital Partners's portfolio in Q2 2026, its #128 holding.
Holt Capital Partners first reported a position in IBM in Q4 2013 and has held it in 29 quarters since.
Holt Capital Partners's IBM position peaked at $877K in Q3 2014.
3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Holt Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.