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Stamos Capital Partners’s IBM IBM Stock Holding History

Stamos 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
Q1 		$3.83M Buy
15,805
+13,993
+772% +$3.79M 0.6% 55
2025
Q4 		$537K Sell
1,812
-281
-13% -$84.2K 0.09% 135
2025
Q3 		$591K Sell
2,093
-1,120
-35% -$293K 0.11% 122
2025
Q2 		$947K Sell
3,213
-226
-7% -$58.2K 0.17% 116
2025
Q1 		$855K Sell
3,439
-3,401
-50% -$832K 0.22% 109
2024
Q4 		$1.5M Buy
6,840
+60
+0.9% +$13.4K 0.35% 80
2024
Q3 		$1.5M Sell
6,780
-1,840
-21% -$361K 0.35% 73
2024
Q2 		$1.49M Buy
8,620
+2,220
+35% +$386K 0.32% 79
2024
Q1 		$1.22M Sell
6,400
-1,280
-17% -$234K 0.28% 83
2023
Q4 		$1.26M Sell
7,680
-15,410
-67% -$2.33M 0.34% 69
2023
Q3 		$3.24M Sell
23,090
-1,050
-4% -$149K 0.72% 38
2023
Q2 		$3.23M Buy
24,140
+1,070
+5% +$138K 0.76% 39
2023
Q1 		$3.02M Buy
23,070
+4,040
+21% +$540K 0.78% 45
2022
Q4 		$2.68M Sell
19,030
-7,710
-29% -$1.06M 0.85% 41
2022
Q3 		$3.18M Buy
+26,740
New +$3.51M 0.81% 38
2021
Q4 		– Sell
-18,389
Closed -$2.44M – 58
2021
Q3 		$2.44M Hold
18,389
– – 1.37% 30
2021
Q2 		$2.58M Sell
18,389
-1,694
-8% -$232K 1.36% 31
2021
Q1 		$2.56M Hold
20,083
– – 1.29% 30
2020
Q4 		$2.42M Sell
20,083
-7,113
-26% -$822K 1.03% 29
2020
Q3 		$3.16M Buy
27,196
+14,121
+108% +$1.66M 1.18% 23
2020
Q2 		$1.51M Sell
13,075
-10,270
-44% -$1.19M 0.86% 28
2020
Q1 		$2.48M Buy
23,345
+7,629
+49% +$965K 1.3% 29
2019
Q4 		$2.01M Buy
15,716
+7,348
+88% +$955K 1.63% 14
2019
Q3 		$1.16M Buy
8,368
+837
+11% +$113K 1.03% 25
2019
Q2 		$1.01M Sell
7,531
-3,975
-35% -$522K 1.01% 25
2019
Q1 		$1.53M Buy
11,506
+3,661
+47% +$467K 1.96% 16
2018
Q4 		$853K Buy
+7,845
New +$942K 0.64% 46

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stamos Capital Partners's IBM Position: Q1 2026 in Review

Stamos Capital Partners increased its IBM (IBM) stake by 772% in Q1 2026, buying an estimated $3.79M and bringing the position to 15,805 shares worth $3.83M. The position accounts for 0.6% of the portfolio, ranked #55.

Stamos Capital Partners first reported a position in IBM in Q4 2018 and has held it in 27 quarters since. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Stamos Capital Partners held 15,805 shares of IBM worth $3.83M as of Q1 2026.
  • Stamos Capital Partners bought 13,993 IBM shares in Q1 2026, an estimated $3.79M.
  • IBM made up 0.6% of Stamos Capital Partners's portfolio in Q1 2026, its #55 holding.
  • Stamos Capital Partners first reported a position in IBM in Q4 2018 and has held it in 27 quarters since.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.