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R.M. Sincerbeaux Capital Management’s IBM IBM Stock Holding History

R.M. Sincerbeaux 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 		$1.2M Sell
4,273
-300
-7% -$75.6K 0.64% 29
2026
Q1 		$1.11M Hold
4,573
– – 0.65% 30
2025
Q4 		$1.35M Hold
4,573
– – 0.76% 28
2025
Q3 		$1.29M Buy
4,573
+100
+2% +$26.2K 0.69% 30
2025
Q2 		$1.32M Buy
4,473
+100
+2% +$25.8K 0.74% 28
2025
Q1 		$1.09M Buy
4,373
+100
+2% +$24.5K 0.64% 30
2024
Q4 		$939K Sell
4,273
-234
-5% -$52.1K 0.56% 30
2024
Q3 		$996K Buy
4,507
+100
+2% +$19.6K 0.62% 29
2024
Q2 		$762K Sell
4,407
-700
-14% -$122K 0.5% 30
2024
Q1 		$975K Hold
5,107
– – 0.62% 30
2023
Q4 		$835K Sell
5,107
-1,850
-27% -$280K 0.59% 30
2023
Q3 		$976K Hold
6,957
– – 0.74% 27
2023
Q2 		$931K Hold
6,957
– – 0.64% 30
2023
Q1 		$912K Hold
6,957
– – 0.64% 30
2022
Q4 		$980K Hold
6,957
– – 0.7% 29
2022
Q3 		$827K Hold
6,957
– – 0.65% 29
2022
Q2 		$982K Hold
6,957
– – 0.72% 29
2022
Q1 		$905K Hold
6,957
– – 0.57% 31
2021
Q4 		$930K Sell
6,957
-9,316
-57% -$1.17M 0.56% 31
2021
Q3 		$2.16M Sell
16,273
-104
-0.6% -$13.9K 1.42% 20
2021
Q2 		$2.29M Sell
16,377
-131
-0.8% -$17.9K 1.45% 19
2021
Q1 		$2.1M Hold
16,508
– – 1.43% 20
2020
Q4 		$1.99M Sell
16,508
-105
-0.6% -$12.1K 1.45% 20
2020
Q3 		$1.93M Hold
16,613
– – 1.65% 18
2020
Q2 		$1.92M Sell
16,613
-15,690
-49% -$1.82M 1.71% 19
2020
Q1 		$3.43M Hold
32,303
– – 3.4% 9
2019
Q4 		$4.14M Buy
32,303
+1,020
+3% +$133K 3.2% 11
2019
Q3 		$4.35M Sell
31,283
-1,569
-5% -$212K 3.45% 11
2019
Q2 		$4.33M Sell
32,852
-1,418
-4% -$186K 3.53% 10
2019
Q1 		$4.62M Hold
34,270
– – 3.73% 8
2018
Q4 		$3.72M Buy
34,270
+314
+0.9% +$37.7K 3.45% 11
2018
Q3 		$4.91M Hold
33,956
– – 3.97% 9
2018
Q2 		$4.54M Buy
33,956
+1,379
+4% +$192K 3.99% 9
2018
Q1 		$4.78M Hold
32,577
– – 4.48% 7
2017
Q4 		$4.78M Buy
32,577
+994
+3% +$145K 4.36% 8
2017
Q3 		$4.38M Sell
31,583
-1,307
-4% -$182K 4.22% 8
2017
Q2 		$4.84M Hold
32,890
– – 4.36% 7
2017
Q1 		$5.48M Hold
32,890
– – 5.09% 5
2016
Q4 		$5.22M Hold
32,890
– – 4.94% 5
2016
Q3 		$5M Hold
32,890
– – 4.87% 5
2016
Q2 		$4.77M Sell
32,890
-211
-0.6% -$30.2K 4.91% 4
2016
Q1 		$4.79M Buy
33,101
+210
+0.6% +$26.8K 5.02% 5
2015
Q4 		$4.33M Buy
32,891
+1,255
+4% +$169K 4.69% 5
2015
Q3 		$4.38M Buy
31,636
+1,098
+4% +$162K 4.63% 5
2015
Q2 		$4.75M Sell
30,538
-2,353
-7% -$378K 4.64% 4
2015
Q1 		$5.05M Sell
32,891
-105
-0.3% -$15.9K 4.6% 6
2014
Q4 		$5.06M Hold
32,996
– – 4.62% 5
2014
Q3 		$5.99M Hold
32,996
– – 5.48% 3
2014
Q2 		$5.72M Hold
32,996
– – 5.36% 3
2014
Q1 		$6.07M Hold
32,996
– – 5.98% 2
2013
Q4 		$5.92M Buy
+32,996
New +$5.69M 5.82% 2

Other funds holding IBM

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

R.M. Sincerbeaux Capital Management's IBM Position: Q2 2026 in Review

R.M. Sincerbeaux Capital Management reduced its IBM (IBM) stake by 6.6% in Q2 2026, selling an estimated $75.6K and leaving 4,273 shares worth $1.2M. The position accounts for 0.64% of the portfolio, ranked #29.

R.M. Sincerbeaux Capital Management first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.07M in Q1 2014. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • R.M. Sincerbeaux Capital Management held 4,273 shares of IBM worth $1.2M as of Q2 2026.
  • R.M. Sincerbeaux Capital Management sold 300 IBM shares in Q2 2026, an estimated $75.6K.
  • IBM made up 0.64% of R.M. Sincerbeaux Capital Management's portfolio in Q2 2026, its #29 holding.
  • R.M. Sincerbeaux Capital Management first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
  • R.M. Sincerbeaux Capital Management's IBM position peaked at $6.07M in Q1 2014.
  • 1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on R.M. Sincerbeaux Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.