SFO
IBM icon

Stokes Family Office’s IBM IBM Stock Holding History

Stokes Family Office’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 		$885K Sell
3,148
-836
-21% -$211K 0.1% 133
2026
Q1 		$966K Sell
3,984
-465
-10% -$126K 0.1% 131
2025
Q4 		$1.32M Sell
4,449
-485
-10% -$145K 0.12% 115
2025
Q3 		$1.39M Buy
4,934
+86
+2% +$22.5K 0.13% 112
2025
Q2 		$1.43M Buy
4,848
+18
+0.4% +$4.64K 0.15% 106
2025
Q1 		$1.2M Sell
4,830
-3
-0.1% -$734 0.14% 114
2024
Q4 		$1.06M Buy
4,833
+312
+7% +$69.5K 0.11% 121
2024
Q3 		$999K Sell
4,521
-76
-2% -$14.9K 0.11% 116
2024
Q2 		$795K Sell
4,597
-20
-0.4% -$3.48K 0.09% 125
2024
Q1 		$882K Buy
4,617
+1,166
+34% +$213K 0.11% 120
2023
Q4 		$564K Sell
3,451
-2,871
-45% -$434K 0.08% 133
2023
Q3 		$887K Sell
6,322
-431
-6% -$61.3K 0.1% 138
2023
Q2 		$904K Buy
6,753
+361
+6% +$46.6K 0.1% 128
2023
Q1 		$838K Sell
6,392
-1,604
-20% -$215K 0.1% 128
2022
Q4 		$1.13M Sell
7,996
-184
-2% -$25.4K 0.15% 105
2022
Q3 		$972K Sell
8,180
-2,056
-20% -$270K 0.14% 109
2022
Q2 		$1.45M Buy
10,236
+1,593
+18% +$215K 0.2% 87
2022
Q1 		$1.12M Buy
8,643
+2,086
+32% +$272K 0.15% 93
2021
Q4 		$876K Sell
6,557
-184
-3% -$23.1K 0.11% 114
2021
Q3 		$895K Buy
6,741
+761
+13% +$102K 0.12% 102
2021
Q2 		$838K Buy
5,980
+745
+14% +$102K 0.12% 106
2021
Q1 		$667K Buy
5,235
+339
+7% +$40.6K 0.1% 114
2020
Q4 		$589K Buy
4,896
+717
+17% +$82.9K 0.12% 107
2020
Q3 		$486K Sell
4,179
-449
-10% -$52.9K 0.11% 104
2020
Q2 		$534K Buy
4,628
+151
+3% +$17.5K 0.13% 100
2020
Q1 		$475K Buy
4,477
+278
+7% +$35.2K 0.13% 98
2019
Q4 		$538K Buy
+4,199
New +$546K 0.12% 96

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stokes Family Office's IBM Position: Q2 2026 in Review

Stokes Family Office reduced its IBM (IBM) stake by 21% in Q2 2026, selling an estimated $211K and leaving 3,148 shares worth $885K. The position accounts for 0.1% of the portfolio, ranked #133.

Stokes Family Office first reported a position in IBM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.45M in Q2 2022. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Stokes Family Office held 3,148 shares of IBM worth $885K as of Q2 2026.
  • Stokes Family Office sold 836 IBM shares in Q2 2026, an estimated $211K.
  • IBM made up 0.1% of Stokes Family Office's portfolio in Q2 2026, its #133 holding.
  • Stokes Family Office first reported a position in IBM in Q4 2019 and has held it in 27 quarters since.
  • Stokes Family Office's IBM position peaked at $1.45M in Q2 2022.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.