Peddock Capital Advisors’s IBM IBM Stock Holding History

Peddock Capital 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	$2.91M	Buy	10,332 +207	+2%	+$52.2K	0.58%	41
2026 Q1	$2.45M	Buy	10,125 +443	+5%	+$120K	0.54%	46
2025 Q4	$2.87M	Buy	9,682 +14	+0.1%	+$4.19K	0.6%	42
2025 Q3	$2.73M	Sell	9,668 -175	-2%	-$45.8K	0.59%	41
2025 Q2	$2.9M	Buy	9,843 +17	+0.2%	+$4.38K	0.67%	41
2025 Q1	$2.44M	Sell	9,826 -500	-5%	-$122K	0.62%	43
2024 Q4	$2.27M	Buy	10,326 +86	+0.8%	+$19.2K	0.54%	49
2024 Q3	$2.26M	Buy	10,240 +200	+2%	+$39.2K	0.54%	46
2024 Q2	$1.74M	Buy	10,040 +58	+0.6%	+$10.1K	0.45%	53
2024 Q1	$1.91M	Buy	9,982 +603	+6%	+$110K	0.5%	54
2023 Q4	$1.53M	Buy	9,379 +255	+3%	+$38.5K	0.47%	53
2023 Q3	$1.28M	Buy	9,124 +293	+3%	+$41.7K	0.43%	58
2023 Q2	$1.18M	Buy	8,831 +444	+5%	+$57.3K	0.39%	61
2023 Q1	$1.1M	Buy	8,387 +526	+7%	+$70.4K	0.38%	66
2022 Q4	$1.11M	Buy	7,861 +3,192	+68%	+$440K	0.43%	60
2022 Q3	$555K	Buy	4,669 +543	+13%	+$71.3K	0.23%	95
2022 Q2	$583K	Buy	4,126 +725	+21%	+$97.9K	0.23%	97
2022 Q1	$442K	Buy	3,401 +420	+14%	+$54.8K	0.14%	122
2021 Q4	$398K	Sell	2,981 -150	-5%	-$18.8K	0.13%	109
2021 Q3	$416K	Sell	3,131 -942	-23%	-$126K	0.15%	106
2021 Q2	$549K	Buy	4,073 +297	+8%	+$40.6K	0.19%	101
2021 Q1	$481K	Sell	3,776 -118	-3%	-$14.1K	0.18%	101
2020 Q4	$469K	Sell	3,894 -26	-0.7%	-$3K	0.24%	79
2020 Q3	$456K	Sell	3,920 -346	-8%	-$40.7K	0.28%	76
2020 Q2	$493K	Buy	4,266 +4	+0.1%	+$465	0.31%	69
2020 Q1	$452K	Buy	4,262 +229	+6%	+$29K	0.34%	62
2019 Q4	$517K	Sell	4,033 -174	-4%	-$22.6K	0.26%	73
2019 Q3	$585K	Buy	4,207 +104	+3%	+$14K	0.32%	66
2019 Q2	$541K	Buy	4,103 +1,484	+57%	+$195K	0.29%	72
2019 Q1	$353K	Buy	2,619 +1,558	+147%	+$199K	0.19%	79
2018 Q4	$115K	Buy	1,061 +145	+16%	+$17.4K	0.07%	133
2018 Q3	$132K	Buy	916 +1	+0.1%	+$140	0.06%	138
2018 Q2	$122K	Buy	915 +26	+3%	+$3.63K	0.06%	141
2018 Q1	$130K	Hold	889	–	–	0.07%	138
2017 Q4	$130K	Sell	889 -65	-7%	-$9.45K	0.07%	140
2017 Q3	$132K	Hold	954	–	–	0.07%	137
2017 Q2	$140K	Buy	954 +65	+7%	+$9.8K	0.07%	134
2017 Q1	$148K	Hold	889	–	–	0.09%	114
2016 Q4	$141K	Hold	889	–	–	0.08%	112
2016 Q3	$135K	Buy	+889	New	+$135K	0.08%	115
2016 Q1	–	Sell	-3,925	Closed	-$516K	–	92
2015 Q4	$516K	Sell	3,925 -2,345	-37%	-$315K	0.4%	52
2015 Q3	$869K	Sell	6,270 -325	-5%	-$48K	0.79%	29
2015 Q2	$1.03M	Hold	6,595	–	–	0.84%	25
2015 Q1	$1.01M	Sell	6,595 -160	-2%	-$24.3K	0.84%	24
2014 Q4	$1.04M	Sell	6,755 -849	-11%	-$135K	0.84%	25
2014 Q3	$1.38M	Hold	7,604	–	–	1.12%	15
2014 Q2	$1.32M	Hold	7,604	–	–	0.99%	16
2014 Q1	$1.4M	Hold	7,604	–	–	1.1%	11
2013 Q4	$1.36M	Buy	+7,604	New	+$1.31M	1.06%	10

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Peddock Capital Advisors's IBM Position: Q2 2026 in Review

Peddock Capital Advisors increased its IBM (IBM) stake by 2% in Q2 2026, buying an estimated $52.2K and bringing the position to 10,332 shares worth $2.91M. The position accounts for 0.58% of the portfolio, ranked #41.

Peddock Capital Advisors first reported a position in IBM in Q4 2013 and has held it in 49 quarters since. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Peddock Capital Advisors held 10,332 shares of IBM worth $2.91M as of Q2 2026.
Peddock Capital Advisors bought 207 IBM shares in Q2 2026, an estimated $52.2K.
IBM made up 0.58% of Peddock Capital Advisors's portfolio in Q2 2026, its #41 holding.
Peddock Capital Advisors first reported a position in IBM in Q4 2013 and has held it in 49 quarters since.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Peddock Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.