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Southern Capital Advisors’s IBM IBM Stock Holding History

Southern 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 		$477K Buy
1,697
+5
+0.3% +$1.26K 0.2% 47
2026
Q1 		$410K Buy
1,692
+6
+0.4% +$1.62K 0.19% 54
2025
Q4 		$499K Buy
1,686
+5
+0.3% +$1.5K 0.23% 49
2025
Q3 		$474K Buy
1,681
+6
+0.4% +$1.57K 0.22% 48
2025
Q2 		$494K Buy
1,675
+5
+0.3% +$1.29K 0.25% 46
2025
Q1 		$415K Buy
1,670
+6
+0.4% +$1.47K 0.23% 47
2024
Q4 		$366K Buy
1,664
+6
+0.4% +$1.34K 0.2% 47
2024
Q3 		$367K Sell
1,658
-527
-24% -$103K 0.21% 48
2024
Q2 		$378K Buy
2,185
+30
+1% +$5.21K 0.23% 45
2024
Q1 		$411K Sell
2,155
-295
-12% -$53.8K 0.25% 44
2023
Q4 		$401K Buy
2,450
+2
+0.1% +$302 0.28% 41
2023
Q3 		$343K Sell
2,448
-757
-24% -$108K 0.29% 49
2023
Q2 		$429K Buy
3,205
+10
+0.3% +$1.29K 0.33% 40
2023
Q1 		$419K Buy
3,195
+699
+28% +$93.5K 0.31% 44
2022
Q4 		$352K Buy
2,496
+176
+8% +$24.3K 0.27% 49
2022
Q3 		$276K Buy
2,320
+796
+52% +$104K 0.23% 51
2022
Q2 		$215K Sell
1,524
-35
-2% -$4.72K 0.17% 62
2022
Q1 		$203K Sell
1,559
-39
-2% -$5.09K 0.14% 79
2021
Q4 		$214K Buy
+1,598
New +$200K 0.13% 70

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
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

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

Southern Capital Advisors increased its IBM (IBM) stake by 0.3% in Q2 2026, buying an estimated $1.26K and bringing the position to 1,697 shares worth $477K. The position accounts for 0.2% of the portfolio, ranked #47.

Southern Capital Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $499K in Q4 2025. 1,808 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Southern Capital Advisors held 1,697 shares of IBM worth $477K as of Q2 2026.
  • Southern Capital Advisors bought 5 IBM shares in Q2 2026, an estimated $1.26K.
  • IBM made up 0.2% of Southern Capital Advisors's portfolio in Q2 2026, its #47 holding.
  • Southern Capital Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Southern Capital Advisors's IBM position peaked at $499K in Q4 2025.
  • 1,808 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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