New South Capital Management’s IBM IBM Stock Holding History

New South 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	$422K	Hold	1,500	–	–	0.02%	46
2026 Q1	$364K	Hold	1,500	–	–	0.02%	50
2025 Q4	$444K	Hold	1,500	–	–	0.02%	54
2025 Q3	$423K	Hold	1,500	–	–	0.02%	54
2025 Q2	$442K	Hold	1,500	–	–	0.02%	55
2025 Q1	$373K	Hold	1,500	–	–	0.02%	60
2024 Q4	$330K	Hold	1,500	–	–	0.01%	62
2024 Q3	$332K	Hold	1,500	–	–	0.01%	59
2024 Q2	$259K	Hold	1,500	–	–	0.01%	58
2024 Q1	$286K	Hold	1,500	–	–	0.01%	57
2023 Q4	$245K	Hold	1,500	–	–	0.01%	60
2023 Q3	$210K	Hold	1,500	–	–	0.01%	59
2023 Q2	$201K	Buy	+1,500	New	+$194K	0.01%	60
2023 Q1	–	Sell	-1,500	Closed	-$211K	–	63
2022 Q4	$211K	Buy	+1,500	New	+$207K	0.01%	65
2022 Q3	–	Sell	-1,500	Closed	-$212K	–	63
2022 Q2	$212K	Buy	+1,500	New	+$202K	0.01%	62
2022 Q1	–	Sell	-1,500	Closed	-$200K	–	66
2021 Q4	$200K	Sell	1,500 -69	-4%	-$8.65K	0.01%	65
2021 Q3	$208K	Hold	1,569	–	–	0.01%	63
2021 Q2	$220K	Buy	+1,569	New	+$215K	0.01%	63
2020 Q2	–	Sell	-1,569	Closed	-$166K	–	70
2020 Q1	$166K	Hold	1,569	–	–	0.01%	66
2019 Q4	$201K	Hold	1,569	–	–	0.01%	64
2019 Q3	$218K	Hold	1,569	–	–	0.01%	64
2019 Q2	$207K	Hold	1,569	–	–	0.01%	66
2019 Q1	$212K	Buy	+1,569	New	+$200K	0.01%	69
2018 Q4	–	Sell	-1,569	Closed	-$227K	–	65
2018 Q3	$227K	Hold	1,569	–	–	0.01%	60
2018 Q2	$210K	Hold	1,569	–	–	0.01%	60
2018 Q1	$230K	Hold	1,569	–	–	0.01%	59
2017 Q4	$230K	Hold	1,569	–	–	0.01%	62
2017 Q3	$218K	Hold	1,569	–	–	0.01%	62
2017 Q2	$231K	Hold	1,569	–	–	0.01%	63
2017 Q1	$261K	Hold	1,569	–	–	0.01%	61
2016 Q4	$249K	Hold	1,569	–	–	0.01%	64
2016 Q3	$238K	Hold	1,569	–	–	0.01%	64
2016 Q2	$228K	Hold	1,569	–	–	0.01%	68
2016 Q1	$227K	Hold	1,569	–	–	0.01%	65
2015 Q4	$206K	Hold	1,569	–	–	0.01%	64
2015 Q3	$217K	Hold	1,569	–	–	0.01%	63
2015 Q2	$244K	Hold	1,569	–	–	0.01%	64
2015 Q1	$241K	Hold	1,569	–	–	0.01%	64
2014 Q4	$241K	Hold	1,569	–	–	0.01%	67
2014 Q3	$285K	Hold	1,569	–	–	0.01%	73
2014 Q2	$272K	Hold	1,569	–	–	0.01%	73
2014 Q1	$289K	Hold	1,569	–	–	0.01%	73
2013 Q4	$281K	Hold	1,569	–	–	0.01%	73
2013 Q3	$278K	Hold	1,569	–	–	0.01%	74
2013 Q2	$287K	Buy	+1,569	New	+$306K	0.01%	74

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New South Capital Management's IBM Position: Q2 2026 in Review

New South Capital Management held its IBM (IBM) position steady in Q2 2026 at 1,500 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #46.

New South Capital Management first reported a position in IBM in Q2 2013 and has held it in 45 quarters since. The position peaked at $444K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

New South Capital Management held 1,500 shares of IBM worth $422K as of Q2 2026.
New South Capital Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.02% of New South Capital Management's portfolio in Q2 2026, its #46 holding.
New South Capital Management first reported a position in IBM in Q2 2013 and has held it in 45 quarters since.
New South Capital Management's IBM position peaked at $444K in Q4 2025.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on New South Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.