SCA
IBM icon

Sippican Capital Advisors’s IBM IBM Stock Holding History

Sippican 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 		$2.54M Buy
9,023
+7,984
+768% +$2.01M 1.55% 24
2026
Q1 		$252K Buy
1,039
+211
+25% +$57.1K 0.17% 97
2025
Q4 		$245K Buy
828
+100
+14% +$29.9K 0.16% 105
2025
Q3 		$205K Sell
728
-40
-5% -$10.5K 0.14% 113
2025
Q2 		$226K Buy
+768
New +$198K 0.16% 105
2021
Q1 		– Sell
-12,413
Closed -$1.49M – 113
2020
Q4 		$1.49M Sell
12,413
-4,028
-24% -$466K 1.62% 19
2020
Q3 		$1.91M Sell
16,441
-343
-2% -$40.4K 2.38% 7
2020
Q2 		$1.94M Sell
16,784
-478
-3% -$55.5K 2.61% 4
2020
Q1 		$1.83M Buy
17,262
+827
+5% +$105K 2.98% 2
2019
Q4 		$2.11M Buy
16,435
+400
+2% +$52K 2.34% 5
2019
Q3 		$2.23M Sell
16,035
-268
-2% -$36.1K 2.7% 3
2019
Q2 		$2.15M Buy
16,303
+1,629
+11% +$214K 2.53% 4
2019
Q1 		$1.98M Buy
14,674
+430
+3% +$54.8K 2.35% 8
2018
Q4 		$1.55M Sell
14,244
-4,773
-25% -$573K 2.09% 11
2018
Q3 		$2.24M Buy
19,017
+1,355
+8% +$189K 2.59% 3
2018
Q2 		$2.36M Buy
17,662
+6,672
+61% +$931K 2.36% 6
2018
Q1 		$1.61M Buy
10,990
+3,658
+50% +$553K 1.67% 20
2017
Q4 		$1.07M Buy
+7,332
New +$1.07M 1.05% 40

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Sippican Capital Advisors increased its IBM (IBM) stake by 768% in Q2 2026, buying an estimated $2.01M and bringing the position to 9,023 shares worth $2.54M. The position accounts for 1.55% of the portfolio, ranked #24.

Sippican Capital Advisors first reported a position in IBM in Q4 2017 and has held it in 18 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sippican Capital Advisors held 9,023 shares of IBM worth $2.54M as of Q2 2026.
  • Sippican Capital Advisors bought 7,984 IBM shares in Q2 2026, an estimated $2.01M.
  • IBM made up 1.55% of Sippican Capital Advisors's portfolio in Q2 2026, its #24 holding.
  • Sippican Capital Advisors first reported a position in IBM in Q4 2017 and has held it in 18 quarters since.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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