SA
IBM icon

Sovran Advisors’s IBM IBM Stock Holding History

Sovran 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 		$708K Sell
3,111
-3,979
-56% -$1M 0.05% 307
2026
Q1 		$1.64M Buy
7,090
+5,578
+369% +$1.51M 0.13% 173
2025
Q4 		$450K Buy
1,512
+156
+12% +$46.7K 0.04% 368
2025
Q3 		$420K Sell
1,356
-83
-6% -$21.7K 0.04% 374
2025
Q2 		$418K Sell
1,439
-51
-3% -$13.1K 0.04% 339
2025
Q1 		$356K Sell
1,490
-61
-4% -$14.9K 0.05% 338
2024
Q4 		$338K Buy
+1,551
New +$345K 0.05% 322

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

Sovran Advisors's IBM Position: Q2 2026 in Review

Sovran Advisors reduced its IBM (IBM) stake by 56% in Q2 2026, selling an estimated $1M and leaving 3,111 shares worth $708K. The position accounts for 0.05% of the portfolio, ranked #307.

Sovran Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.64M in Q1 2026. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sovran Advisors held 3,111 shares of IBM worth $708K as of Q2 2026.
  • Sovran Advisors sold 3,979 IBM shares in Q2 2026, an estimated $1M.
  • IBM made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #307 holding.
  • Sovran Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's IBM position peaked at $1.64M in Q1 2026.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.