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Magnolia Capital Management’s IBM IBM Stock Holding History

Magnolia 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 		$691K Sell
2,457
-630
-20% -$159K 0.48% 40
2026
Q1 		$748K Buy
3,087
+630
+26% +$170K 0.5% 46
2025
Q4 		$728K Hold
2,457
– – 0.54% 32
2025
Q3 		$693K Hold
2,457
– – 0.53% 35
2025
Q2 		$724K Hold
2,457
– – 0.58% 31
2025
Q1 		$611K Hold
2,457
– – 0.52% 42
2024
Q4 		$540K Hold
2,457
– – 0.43% 47
2024
Q3 		$543K Hold
2,457
– – 0.43% 47
2024
Q2 		$425K Sell
2,457
-180
-7% -$31.3K 0.36% 52
2024
Q1 		$504K Hold
2,637
– – 0.43% 49
2023
Q4 		$431K Hold
2,637
– – 0.39% 50
2023
Q3 		$370K Sell
2,637
-1,420
-35% -$202K 0.36% 56
2023
Q2 		$543K Hold
4,057
– – 0.49% 42
2023
Q1 		$532K Hold
4,057
– – 0.5% 44
2022
Q4 		$572K Buy
4,057
+15
+0.4% +$2.07K 0.56% 43
2022
Q3 		$480K Buy
4,042
+1,195
+42% +$157K 0.49% 44
2022
Q2 		$402K Buy
2,847
+105
+4% +$14.2K 0.39% 53
2022
Q1 		$357K Hold
2,742
– – 0.3% 61
2021
Q4 		$366K Sell
2,742
-1,334
-33% -$167K 0.29% 59
2021
Q3 		$541K Buy
4,076
+1,516
+59% +$203K 0.47% 45
2021
Q2 		$359K Sell
2,560
-543
-17% -$74.3K 0.35% 36
2021
Q1 		$395K Sell
3,103
-607
-16% -$72.6K 0.39% 37
2020
Q4 		$446K Sell
3,710
-1,831
-33% -$212K 0.46% 36
2020
Q3 		$644K Sell
5,541
-230
-4% -$27.1K 0.76% 28
2020
Q2 		$666K Sell
5,771
-1,584
-22% -$184K 0.85% 27
2020
Q1 		$780K Sell
7,355
-503
-6% -$63.6K 1.16% 22
2019
Q4 		$1.01M Buy
+7,858
New +$1.02M 1.01% 23

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Magnolia Capital Management's IBM Position: Q2 2026 in Review

Magnolia Capital Management reduced its IBM (IBM) stake by 20% in Q2 2026, selling an estimated $159K and leaving 2,457 shares worth $691K. The position accounts for 0.48% of the portfolio, ranked #40.

Magnolia Capital Management first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.01M in Q4 2019. 1,619 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Magnolia Capital Management held 2,457 shares of IBM worth $691K as of Q2 2026.
  • Magnolia Capital Management sold 630 IBM shares in Q2 2026, an estimated $159K.
  • IBM made up 0.48% of Magnolia Capital Management's portfolio in Q2 2026, its #40 holding.
  • Magnolia Capital Management first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Magnolia Capital Management's IBM position peaked at $1.01M in Q4 2019.
  • 1,619 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Magnolia Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.