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McElhenny Sheffield Capital Management’s IBM IBM Stock Holding History

McElhenny Sheffield 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 		$713K Buy
2,537
+363
+17% +$91.5K 0.18% 25
2026
Q1 		$527K Sell
2,174
-37
-2% -$10K 0.13% 34
2025
Q4 		$655K Sell
2,211
-3,807
-63% -$1.14M 0.16% 27
2025
Q3 		$1.7M Buy
6,018
+169
+3% +$44.2K 0.4% 16
2025
Q2 		$1.72M Hold
5,849
– – 0.46% 16
2025
Q1 		$1.45M Buy
5,849
+1
+0% +$245 0.55% 15
2024
Q4 		$1.29M Buy
5,848
+8
+0.1% +$1.78K 0.43% 18
2024
Q3 		$1.29M Buy
5,840
+3
+0.1% +$588 0.42% 18
2024
Q2 		$1.01M Hold
5,837
– – 0.35% 20
2024
Q1 		$1.11M Sell
5,837
-10
-0.2% -$1.82K 0.4% 20
2023
Q4 		$956K Hold
5,847
– – 0.39% 24
2023
Q3 		$820K Sell
5,847
-2
-0% -$285 0.42% 21
2023
Q2 		$783K Hold
5,849
– – 0.33% 29
2023
Q1 		$767K Buy
5,849
+26
+0.4% +$3.48K 0.4% 41
2022
Q4 		$820K Sell
5,823
-99
-2% -$13.7K 0.38% 34
2022
Q3 		$704K Hold
5,922
– – 0.54% 39
2022
Q2 		$836K Hold
5,922
– – 0.39% 33
2022
Q1 		$770K Buy
5,922
+39
+0.7% +$5.09K 0.27% 56
2021
Q4 		$786K Sell
5,883
-287
-5% -$36K 0.29% 51
2021
Q3 		$820K Buy
+6,170
New +$825K 0.37% 38

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

McElhenny Sheffield Capital Management's IBM Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its IBM (IBM) stake by 17% in Q2 2026, buying an estimated $91.5K and bringing the position to 2,537 shares worth $713K. The position accounts for 0.18% of the portfolio, ranked #25.

McElhenny Sheffield Capital Management first reported a position in IBM in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.72M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • McElhenny Sheffield Capital Management held 2,537 shares of IBM worth $713K as of Q2 2026.
  • McElhenny Sheffield Capital Management bought 363 IBM shares in Q2 2026, an estimated $91.5K.
  • IBM made up 0.18% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #25 holding.
  • McElhenny Sheffield Capital Management first reported a position in IBM in Q3 2021 and has held it in 20 quarters since.
  • McElhenny Sheffield Capital Management's IBM position peaked at $1.72M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.