Pacific Capital Wealth Advisors’s IBM IBM Stock Holding History

Pacific Capital Wealth Advisors’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	$285K	Hold	1,014	–	–	0.04%	75
2026 Q1	$246K	Buy	1,014 +21	+2%	+$5.68K	0.04%	79
2025 Q4	$294K	Sell	993 -4	-0.4%	-$1.2K	0.05%	68
2025 Q3	$281K	Buy	997 +4	+0.4%	+$1.05K	0.05%	68
2025 Q2	$290K	Sell	993 -15	-1%	-$3.87K	0.05%	62
2025 Q1	$251K	Hold	1,008	–	–	0.04%	74
2024 Q4	$222K	Sell	1,008 -6	-0.6%	-$1.34K	0.04%	76
2024 Q3	$224K	Buy	1,014 +6	+0.6%	+$1.18K	0.04%	76
2024 Q2	$174K	Buy	1,008 +130	+15%	+$22.6K	0.03%	79
2024 Q1	$168K	Buy	878 +12	+1%	+$2.19K	0.04%	72
2023 Q4	$142K	Buy	+866	New	+$131K	0.04%	78
2020 Q4	–	Sell	-890	Closed	-$104K	–	115
2020 Q3	$104K	Buy	+890	New	+$105K	0.06%	82

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Pacific Capital Wealth Advisors's IBM Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its IBM (IBM) position steady in Q2 2026 at 1,014 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #75.

Pacific Capital Wealth Advisors first reported a position in IBM in Q3 2020 and has held it in 12 quarters since. The position peaked at $294K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Pacific Capital Wealth Advisors held 1,014 shares of IBM worth $285K as of Q2 2026.
Pacific Capital Wealth Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.04% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Pacific Capital Wealth Advisors first reported a position in IBM in Q3 2020 and has held it in 12 quarters since.
Pacific Capital Wealth Advisors's IBM position peaked at $294K in Q4 2025.
1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.