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Magnolia Capital Advisors’s IBM IBM Stock Holding History

Magnolia 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
Q1 		$735K Buy
3,033
+128
+4% +$34.6K 0.14% 168
2025
Q4 		$860K Buy
2,905
+1,317
+83% +$394K 0.18% 134
2025
Q3 		$448K Sell
1,588
-1,082
-41% -$283K 0.12% 157
2025
Q2 		$787K Sell
2,670
-32
-1% -$8.24K 0.2% 122
2025
Q1 		$672K Sell
2,702
-79
-3% -$19.3K 0.18% 130
2024
Q4 		$611K Buy
2,781
+563
+25% +$125K 0.16% 143
2024
Q3 		$490K Buy
+2,218
New +$435K 0.25% 96
2022
Q2 		– Sell
-4,888
Closed -$636K – 154
2022
Q1 		$636K Sell
4,888
-130
-3% -$17K 0.25% 92
2021
Q4 		$671K Sell
5,018
-557
-10% -$69.9K 0.2% 92
2021
Q3 		$740K Buy
+5,575
New +$745K 0.26% 85

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Magnolia Capital Advisors's IBM Position: Q1 2026 in Review

Magnolia Capital Advisors increased its IBM (IBM) stake by 4.4% in Q1 2026, buying an estimated $34.6K and bringing the position to 3,033 shares worth $735K. The position accounts for 0.14% of the portfolio, ranked #168.

Magnolia Capital Advisors first reported a position in IBM in Q3 2021 and has held it in 10 quarters since. The position peaked at $860K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Magnolia Capital Advisors held 3,033 shares of IBM worth $735K as of Q1 2026.
  • Magnolia Capital Advisors bought 128 IBM shares in Q1 2026, an estimated $34.6K.
  • IBM made up 0.14% of Magnolia Capital Advisors's portfolio in Q1 2026, its #168 holding.
  • Magnolia Capital Advisors first reported a position in IBM in Q3 2021 and has held it in 10 quarters since.
  • Magnolia Capital Advisors's IBM position peaked at $860K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.