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Mitchell Sinkler & Starr’s IBM IBM Stock Holding History

Mitchell Sinkler & Starr’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 		$993K Buy
3,530
+15
+0.4% +$3.78K 0.41% 58
2026
Q1 		$852K Buy
3,515
+30
+0.9% +$8.12K 0.39% 59
2025
Q4 		$1.03M Hold
3,485
– – 0.47% 52
2025
Q3 		$983K Hold
3,485
– – 0.44% 54
2025
Q2 		$1.03M Hold
3,485
– – 0.49% 49
2025
Q1 		$867K Sell
3,485
-1,465
-30% -$358K 0.24% 69
2024
Q4 		$1.09M Hold
4,950
– – 0.29% 65
2024
Q3 		$1.09M Hold
4,950
– – 0.28% 68
2024
Q2 		$917K Sell
4,950
-3,860
-44% -$671K 0.24% 71
2024
Q1 		$1.68M Sell
8,810
-2,180
-20% -$398K 0.42% 57
2023
Q4 		$1.8M Buy
10,990
+5,677
+107% +$858K 0.33% 67
2023
Q3 		$745K Buy
5,313
+1,545
+41% +$220K 0.23% 66
2023
Q2 		$504K Hold
3,768
– – 0.14% 94
2023
Q1 		$494K Sell
3,768
-1,205
-24% -$161K 0.15% 90
2022
Q4 		$701K Buy
4,973
+2,317
+87% +$320K 0.23% 80
2022
Q3 		$316K Buy
2,656
+43
+2% +$5.64K 0.12% 93
2022
Q2 		$369K Hold
2,613
– – 0.14% 88
2022
Q1 		$340K Buy
+2,613
New +$341K 0.11% 99
2020
Q3 		– Sell
-2,806
Closed -$324K – 96
2020
Q2 		$324K Hold
2,806
– – 0.37% 71
2020
Q1 		$298K Sell
2,806
-68
-2% -$8.6K 0.39% 71
2019
Q4 		$368K Sell
2,874
-79
-3% -$10.3K 0.39% 71
2019
Q3 		$411K Hold
2,953
– – 0.53% 59
2019
Q2 		$389K Sell
2,953
-209
-7% -$27.5K 0.44% 66
2019
Q1 		$427K Buy
3,162
+377
+14% +$48.1K 0.49% 66
2018
Q4 		$303K Hold
2,785
– – 0.37% 75
2018
Q3 		$403K Hold
2,785
– – 0.42% 73
2018
Q2 		$372K Hold
2,785
– – 0.41% 75
2018
Q1 		$409K Buy
2,785
+1,213
+77% +$184K 0.47% 68
2017
Q4 		$231K Sell
1,572
-35
-2% -$5.09K 0.34% 75
2017
Q3 		$223K Hold
1,607
– – 0.35% 76
2017
Q2 		$236K Hold
1,607
– – 0.39% 74
2017
Q1 		$267K Hold
1,607
– – 0.43% 69
2016
Q4 		$255K Buy
1,607
+210
+15% +$32K 0.36% 70
2016
Q3 		$212K Sell
1,397
-189
-12% -$28.7K 0.33% 68
2016
Q2 		$230K Buy
1,586
+47
+3% +$6.73K 0.31% 78
2016
Q1 		$223K Sell
1,539
-339
-18% -$43.3K 0.31% 80
2015
Q4 		$247K Sell
1,878
-1
-0.1% -$134 0.34% 80
2015
Q3 		$260K Sell
1,879
-157
-8% -$23.2K 0.33% 79
2015
Q2 		$317K Hold
2,036
– – 0.37% 72
2015
Q1 		$312K Buy
2,036
+276
+16% +$41.9K 0.35% 72
2014
Q4 		$270K Sell
1,760
-2,825
-62% -$449K 0.3% 78
2014
Q3 		$832K Sell
4,585
-200
-4% -$36.4K 0.93% 37
2014
Q2 		$829K Sell
4,785
-754
-14% -$136K 0.89% 39
2014
Q1 		$1.02M Sell
5,539
-209
-4% -$36.8K 1.14% 34
2013
Q4 		$1.03M Sell
5,748
-287
-5% -$49.5K 1.16% 35
2013
Q3 		$1.07M Sell
6,035
-20,159
-77% -$3.66M 1.22% 33
2013
Q2 		$4.79M Buy
+26,194
New +$5.1M 1.05% 28

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
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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Mitchell Sinkler & Starr's IBM Position: Q2 2026 in Review

Mitchell Sinkler & Starr increased its IBM (IBM) stake by 0.43% in Q2 2026, buying an estimated $3.78K and bringing the position to 3,530 shares worth $993K. The position accounts for 0.41% of the portfolio, ranked #58.

Mitchell Sinkler & Starr first reported a position in IBM in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.79M in Q2 2013. 1,232 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Mitchell Sinkler & Starr held 3,530 shares of IBM worth $993K as of Q2 2026.
  • Mitchell Sinkler & Starr bought 15 IBM shares in Q2 2026, an estimated $3.78K.
  • IBM made up 0.41% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #58 holding.
  • Mitchell Sinkler & Starr first reported a position in IBM in Q2 2013 and has held it in 47 quarters since.
  • Mitchell Sinkler & Starr's IBM position peaked at $4.79M in Q2 2013.
  • 1,232 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.