Stillwater Capital Advisors’s IBM IBM Stock Holding History

Stillwater 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	$219K	Buy	+780	New	+$197K	0.02%	70
2026 Q1	–	Sell	-780	Closed	-$231K	–	71
2025 Q4	$231K	Hold	780	–	–	0.02%	67
2025 Q3	$220K	Hold	780	–	–	0.02%	70
2025 Q2	$230K	Buy	+780	New	+$201K	0.03%	69
2014 Q4	–	Sell	-1,487	Closed	-$270K	–	69
2014 Q3	$270K	Buy	+1,487	New	+$271K	0.09%	59
2013 Q4	–	Sell	-27,740	Closed	-$4.91M	–	66
2013 Q3	$4.91M	Buy	27,740 +387	+1%	+$70.3K	2.9%	21
2013 Q2	$5M	Buy	+27,353	New	+$5.33M	3.09%	20

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

Stillwater Capital Advisors opened a new position in IBM (IBM) in Q2 2026: 780 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #70 among its holdings. This is a return to the name: Stillwater Capital Advisors previously reported a position in IBM as recently as Q4 2025.

Stillwater Capital Advisors first reported a position in IBM in Q2 2013 and has held it in 7 quarters since. The position peaked at $5M in Q2 2013. 1,687 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Stillwater Capital Advisors held 780 shares of IBM worth $219K as of Q2 2026.
IBM was a new Stillwater Capital Advisors position in Q2 2026.
IBM made up 0.02% of Stillwater Capital Advisors's portfolio in Q2 2026, its #70 holding.
Stillwater Capital Advisors first reported a position in IBM in Q2 2013 and has held it in 7 quarters since.
Stillwater Capital Advisors's IBM position peaked at $5M in Q2 2013.
1,687 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Stillwater Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.