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Mendel Capital Management’s IBM IBM Stock Holding History

Mendel 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 		$2.72M Sell
9,687
-55
-0.6% -$13.9K 1.23% 17
2026
Q1 		$2.36M Buy
+9,742
New +$2.64M 1.19% 17
2025
Q3 		$2.73M Buy
9,672
+119
+1% +$31.1K 1.43% 13
2025
Q2 		$2.82M Sell
9,553
-142
-1% -$36.6K 1.61% 11
2025
Q1 		$2.41M Buy
9,695
+11
+0.1% +$2.69K 1.46% 11
2024
Q4 		$2.13M Buy
9,684
+83
+0.9% +$18.5K 1.29% 13
2024
Q3 		$2.12M Sell
9,601
-174
-2% -$34.1K 1.3% 13
2024
Q2 		$1.69M Sell
9,775
-75
-0.8% -$13K 1.09% 16
2024
Q1 		$1.88M Buy
9,850
+16
+0.2% +$2.92K 1.25% 12
2023
Q4 		$1.61M Buy
9,834
+40
+0.4% +$6.04K 1.16% 15
2023
Q3 		$1.37M Buy
9,794
+8
+0.1% +$1.14K 1.13% 18
2023
Q2 		$1.31M Buy
9,786
+65
+0.7% +$8.39K 1.05% 20
2023
Q1 		$1.27M Buy
9,721
+459
+5% +$61.4K 1.15% 15
2022
Q4 		$1.3M Buy
9,262
+54
+0.6% +$7.45K 1.36% 14
2022
Q3 		$1.09M Buy
9,208
+559
+6% +$73.4K 1.28% 16
2022
Q2 		$1.22M Sell
8,649
-64
-0.7% -$8.64K 1.37% 15
2022
Q1 		$1.13M Buy
8,713
+648
+8% +$84.5K 1.07% 17
2021
Q4 		$1.08M Buy
+8,065
New +$1.01M 0.99% 19

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
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

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

Mendel Capital Management reduced its IBM (IBM) stake by 0.56% in Q2 2026, selling an estimated $13.9K and leaving 9,687 shares worth $2.72M. The position accounts for 1.23% of the portfolio, ranked #17.

Mendel Capital Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.82M in Q2 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Mendel Capital Management held 9,687 shares of IBM worth $2.72M as of Q2 2026.
  • Mendel Capital Management sold 55 IBM shares in Q2 2026, an estimated $13.9K.
  • IBM made up 1.23% of Mendel Capital Management's portfolio in Q2 2026, its #17 holding.
  • Mendel Capital Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Mendel Capital Management's IBM position peaked at $2.82M in Q2 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.