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Sivia Capital Partners’s IBM IBM Stock Holding History

Sivia Capital Partners’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 		$2.46M Buy
8,739
+2,708
+45% +$682K 0.3% 64
2026
Q1 		$1.46M Buy
6,031
+3,812
+172% +$1.03M 0.28% 82
2025
Q4 		$657K Buy
2,219
+464
+26% +$139K 0.13% 201
2025
Q3 		$495K Sell
1,755
-183
-9% -$47.9K 0.14% 174
2025
Q2 		$571K Buy
1,938
+186
+11% +$47.9K 0.19% 102
2025
Q1 		$436K Buy
1,752
+272
+18% +$66.5K 0.2% 89
2024
Q4 		$325K Buy
1,480
+19
+1% +$4.23K 0.16% 102
2024
Q3 		$323K Buy
1,461
+7
+0.5% +$1.37K 0.19% 114
2024
Q2 		$252K Buy
1,454
+90
+7% +$15.6K 0.17% 140
2024
Q1 		$261K Sell
1,364
-45
-3% -$8.21K 0.18% 134
2023
Q4 		$230K Buy
+1,409
New +$213K 0.18% 139

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
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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Sivia Capital Partners's IBM Position: Q2 2026 in Review

Sivia Capital Partners increased its IBM (IBM) stake by 45% in Q2 2026, buying an estimated $682K and bringing the position to 8,739 shares worth $2.46M. The position accounts for 0.3% of the portfolio, ranked #64.

Sivia Capital Partners first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sivia Capital Partners held 8,739 shares of IBM worth $2.46M as of Q2 2026.
  • Sivia Capital Partners bought 2,708 IBM shares in Q2 2026, an estimated $682K.
  • IBM made up 0.3% of Sivia Capital Partners's portfolio in Q2 2026, its #64 holding.
  • Sivia Capital Partners first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.