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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
Q2 		$9.61M 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 -$1.15M – 71
2020
Q1 		$1.15M 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Stokes Capital Advisors reduced its IBM (IBM) stake by 0.78% in Q2 2026, selling an estimated $67.5K and leaving 34,177 shares worth $9.61M. The position accounts for 2.06% of the portfolio, ranked #16.

Stokes Capital Advisors first reported a position in IBM in Q1 2018 and has held it in 13 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Stokes Capital Advisors held 34,177 shares of IBM worth $9.61M as of Q2 2026.
  • Stokes Capital Advisors sold 268 IBM shares in Q2 2026, an estimated $67.5K.
  • IBM made up 2.06% of Stokes Capital Advisors's portfolio in Q2 2026, its #16 holding.
  • Stokes Capital Advisors first reported a position in IBM in Q1 2018 and has held it in 13 quarters since.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.