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Ranch Capital Advisors’s IBM IBM Stock Holding History

Ranch 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 		$3.72M Buy
13,231
+783
+6% +$197K 1.18% 31
2026
Q1 		$3.02M Sell
12,448
-3,420
-22% -$925K 1.09% 32
2025
Q4 		$4.7M Buy
15,868
+680
+4% +$204K 1.73% 11
2025
Q3 		$4.29M Buy
15,188
+852
+6% +$223K 1.66% 14
2025
Q2 		$4.23M Buy
14,336
+389
+3% +$100K 1.83% 12
2025
Q1 		$3.47M Buy
13,947
+613
+5% +$150K 1.64% 15
2024
Q4 		$2.93M Sell
13,334
-3,757
-22% -$837K 1.38% 20
2024
Q3 		$3.78M Buy
17,091
+1,059
+7% +$208K 1.78% 14
2024
Q2 		$2.77M Buy
16,032
+347
+2% +$60.3K 1.45% 16
2024
Q1 		$3M Buy
15,685
+208
+1% +$37.9K 1.62% 13
2023
Q4 		$2.53M Buy
15,477
+477
+3% +$72.1K 1.58% 13
2023
Q3 		$2.1M Buy
15,000
+86
+0.6% +$12.2K 1.47% 13
2023
Q2 		$2M Sell
14,914
-31
-0.2% -$4K 1.41% 15
2023
Q1 		$1.96M Buy
14,945
+559
+4% +$74.8K 1.43% 16
2022
Q4 		$2.03M Buy
14,386
+412
+3% +$56.8K 1.59% 12
2022
Q3 		$1.66M Buy
13,974
+238
+2% +$31.2K 1.36% 18
2022
Q2 		$1.94M Buy
13,736
+2,940
+27% +$397K 1.49% 14
2022
Q1 		$1.4M Buy
10,796
+320
+3% +$41.7K 0.93% 30
2021
Q4 		$1.4M Sell
10,476
-99
-0.9% -$12.4K 0.91% 32
2021
Q3 		$1.41M Buy
10,575
+759
+8% +$101K 0.88% 26
2021
Q2 		$1.38M Buy
9,816
+432
+5% +$59.1K 0.83% 25
2021
Q1 		$1.2M Buy
9,384
+824
+10% +$98.6K 0.79% 31
2020
Q4 		$1.03M Buy
8,560
+205
+2% +$23.7K 0.74% 32
2020
Q3 		$972K Buy
8,355
+1,388
+20% +$163K 0.78% 27
2020
Q2 		$846K Buy
6,967
+1,686
+32% +$196K 0.66% 42
2020
Q1 		$560K Buy
5,281
+5,229
+10,056% +$661K 0.55% 51
2019
Q4 		$7K Sell
52
-4,089
-99% -$531K 0.01% 738
2019
Q3 		$576K Buy
+4,141
New +$559K 0.62% 47

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Ranch Capital Advisors increased its IBM (IBM) stake by 6.3% in Q2 2026, buying an estimated $197K and bringing the position to 13,231 shares worth $3.72M. The position accounts for 1.18% of the portfolio, ranked #31.

Ranch Capital Advisors first reported a position in IBM in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.7M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Ranch Capital Advisors held 13,231 shares of IBM worth $3.72M as of Q2 2026.
  • Ranch Capital Advisors bought 783 IBM shares in Q2 2026, an estimated $197K.
  • IBM made up 1.18% of Ranch Capital Advisors's portfolio in Q2 2026, its #31 holding.
  • Ranch Capital Advisors first reported a position in IBM in Q3 2019 and has held it in 28 quarters since.
  • Ranch Capital Advisors's IBM position peaked at $4.7M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.