Stokes Capital Advisors
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Stokes Capital Advisors’s IBM IBM Stock Holding History

Stokes 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
Q3 		$7.45M Sell
33,863
-314
-0.9% -$74.6K 1.64% 24
2026
Q2 		$9.6M Sell
34,177
-268
-0.8% -$67.5K 2.06% 16
2026
Q1 		$8.35M Buy
34,445
+13,606
+65% +$3.68M 1.87% 20
2025
Q4 		$6.17M Buy
20,839
+2,375
+13% +$711K 1.41% 36
2025
Q3 		$5.21M Buy
+18,464
New +$4.83M 1.21% 41
2020
Q2 		– Sell
-10,801
Closed -$1.14M – 71
2020
Q1 		$1.14M Sell
10,801
-1,368
-11% -$173K 0.69% 52
2019
Q4 		$1.56M Sell
12,169
-575
-5% -$74.7K 0.79% 49
2019
Q3 		$1.77M Sell
12,744
-445
-3% -$60K 0.96% 45
2019
Q2 		$1.74M Buy
13,189
+1,569
+14% +$206K 0.99% 49
2019
Q1 		$1.57M Buy
11,620
+590
+5% +$75.2K 0.94% 48
2018
Q4 		$1.2M Sell
11,030
-4,754
-30% -$571K 0.83% 50
2018
Q3 		$2.28M Buy
15,784
+1,281
+9% +$179K 1.4% 27
2018
Q2 		$1.94M Buy
14,503
+1,658
+13% +$231K 1.27% 34
2018
Q1 		$1.88M Buy
+12,845
New +$1.94M 1.23% 36

Other funds holding IBM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Stokes Capital Advisors's IBM Position: Q3 2026 in Review

Stokes Capital Advisors reduced its IBM (IBM) stake by 0.92% in Q3 2026, selling an estimated $74.6K and leaving 33,863 shares worth $7.45M. The position accounts for 1.64% of the portfolio, ranked #24.

Stokes Capital Advisors first reported a position in IBM in Q1 2018 and has held it in 14 quarters since. The position peaked at $9.6M in Q2 2026. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Stokes Capital Advisors held 33,863 shares of IBM worth $7.45M as of Q3 2026.
  • Stokes Capital Advisors sold 314 IBM shares in Q3 2026, an estimated $74.6K.
  • IBM made up 1.64% of Stokes Capital Advisors's portfolio in Q3 2026, its #24 holding.
  • Stokes Capital Advisors first reported a position in IBM in Q1 2018 and has held it in 14 quarters since.
  • Stokes Capital Advisors's IBM position peaked at $9.6M in Q2 2026.
  • 3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Stokes Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.