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Smith Thornton Advisors’s IBM IBM Stock Holding History

Smith Thornton 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 		$1.69M Buy
5,810
+686
+13% +$173K 0.74% 37
2026
Q1 		$1.24M Buy
5,124
+446
+10% +$121K 0.63% 46
2025
Q4 		$1.39M Buy
4,678
+61
+1% +$18.3K 0.7% 44
2025
Q3 		$1.3M Sell
4,617
-188
-4% -$49.2K 0.68% 44
2025
Q2 		$1.42M Buy
4,805
+16
+0.3% +$4.12K 0.81% 38
2025
Q1 		$1.19M Buy
4,789
+232
+5% +$56.7K 0.74% 43
2024
Q4 		$1M Buy
4,557
+428
+10% +$95.3K 0.63% 57
2024
Q3 		$913K Buy
4,129
+71
+2% +$13.9K 0.6% 57
2024
Q2 		$702K Buy
+4,058
New +$705K 0.52% 59

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

Smith Thornton Advisors's IBM Position: Q2 2026 in Review

Smith Thornton Advisors increased its IBM (IBM) stake by 13% in Q2 2026, buying an estimated $173K and bringing the position to 5,810 shares worth $1.69M. The position accounts for 0.74% of the portfolio, ranked #37.

Smith Thornton Advisors first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Smith Thornton Advisors held 5,810 shares of IBM worth $1.69M as of Q2 2026.
  • Smith Thornton Advisors bought 686 IBM shares in Q2 2026, an estimated $173K.
  • IBM made up 0.74% of Smith Thornton Advisors's portfolio in Q2 2026, its #37 holding.
  • Smith Thornton Advisors first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.