SRH Advisors’s IBM IBM Stock Holding History

SRH 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	$112K	Hold	400	–	–	0.03%	102
2026 Q1	$97K	Hold	400	–	–	0.03%	103
2025 Q4	$118K	Sell	400 -200	-33%	-$59.9K	0.03%	96
2025 Q3	$169K	Hold	600	–	–	0.05%	71
2025 Q2	$177K	Hold	600	–	–	0.05%	63
2025 Q1	$149K	Sell	600 -500	-45%	-$122K	0.05%	67
2024 Q4	$242K	Hold	1,100	–	–	0.07%	48
2024 Q3	$243K	Hold	1,100	–	–	0.07%	52
2024 Q2	$190K	Hold	1,100	–	–	0.06%	61
2024 Q1	$210K	Hold	1,100	–	–	0.07%	57
2023 Q4	$180K	Hold	1,100	–	–	0.06%	61
2023 Q3	$154K	Sell	1,100 -99	-8%	-$14.1K	0.08%	64
2023 Q2	$157K	Hold	1,199	–	–	0.08%	64
2023 Q1	$157K	Hold	1,199	–	–	0.08%	63
2022 Q4	$169K	Sell	1,199 -33	-3%	-$4.55K	0.09%	60
2022 Q3	$146K	Hold	1,232	–	–	0.19%	62
2022 Q2	$174K	Hold	1,232	–	–	0.21%	58
2022 Q1	$160K	Hold	1,232	–	–	0.18%	70
2021 Q4	$165K	Sell	1,232 -106	-8%	-$13.3K	0.19%	67
2021 Q3	$178K	Sell	1,338 -1,147	-46%	-$153K	0.22%	63
2021 Q2	$348K	Buy	2,485 +3	+0.1%	+$410	0.43%	38
2021 Q1	$316K	Buy	2,482 +5	+0.2%	+$598	0.45%	39
2020 Q4	$298K	Buy	2,477 +1,050	+74%	+$121K	0.49%	34
2020 Q3	$166K	Buy	1,427 +4	+0.3%	+$471	0.32%	47
2020 Q2	$164K	Buy	1,423 +6	+0.4%	+$697	0.41%	43
2020 Q1	$150K	Buy	1,417 +4	+0.3%	+$506	0.42%	45
2019 Q4	$181K	Buy	1,413 +4	+0.3%	+$520	0.58%	40
2019 Q3	$196K	Sell	1,409 -52	-4%	-$7.01K	0.66%	34
2019 Q2	$193K	Sell	1,461 -45	-3%	-$5.91K	0.66%	37
2019 Q1	$203K	Buy	1,506 +3	+0.2%	+$382	0.72%	33
2018 Q4	$163K	Sell	1,503 -66	-4%	-$7.92K	0.62%	38
2018 Q3	$227K	Buy	1,569 +105	+7%	+$14.7K	0.78%	31
2018 Q2	$196K	Hold	1,464	–	–	0.73%	34
2018 Q1	$215K	Hold	1,464	–	–	0.85%	26
2017 Q4	$215K	Hold	1,464	–	–	0.85%	27
2017 Q3	$203K	Sell	1,464 -1,308	-47%	-$182K	0.86%	27
2017 Q2	$408K	Hold	2,772	–	–	1.94%	14
2017 Q1	$461K	Hold	2,772	–	–	2.15%	13
2016 Q4	$440K	Hold	2,772	–	–	2.19%	13
2016 Q3	$421K	Hold	2,772	–	–	2.2%	12
2016 Q2	$402K	Hold	2,772	–	–	2.14%	12
2016 Q1	$401K	Hold	2,772	–	–	2.21%	11
2015 Q4	$365K	Hold	2,772	–	–	2.15%	11
2015 Q3	$384K	Hold	2,772	–	–	2.25%	10
2015 Q2	$431K	Hold	2,772	–	–	2.72%	7
2015 Q1	$425K	Hold	2,772	–	–	2.81%	8
2014 Q4	$425K	Hold	2,772	–	–	2.89%	7
2014 Q3	$503K	Hold	2,772	–	–	3.88%	3
2014 Q2	$480K	Hold	2,772	–	–	3.78%	4
2014 Q1	$510K	Hold	2,772	–	–	4.08%	4
2013 Q4	$497K	Buy	+2,772	New	+$478K	4.89%	4

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SRH Advisors's IBM Position: Q2 2026 in Review

SRH Advisors held its IBM (IBM) position steady in Q2 2026 at 400 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #102.

SRH Advisors first reported a position in IBM in Q4 2013 and has held it in 51 quarters since. The position peaked at $510K in Q1 2014. 1,619 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

SRH Advisors held 400 shares of IBM worth $112K as of Q2 2026.
SRH Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.03% of SRH Advisors's portfolio in Q2 2026, its #102 holding.
SRH Advisors first reported a position in IBM in Q4 2013 and has held it in 51 quarters since.
SRH Advisors's IBM position peaked at $510K in Q1 2014.
1,619 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.