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Telos Capital Management’s IBM IBM Stock Holding History

Telos Capital Management’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 		$1.9M Sell
6,765
-164
-2% -$41.3K 0.17% 100
2026
Q1 		$1.68M Sell
6,929
-1,171
-14% -$317K 0.16% 100
2025
Q4 		$2.4M Sell
8,100
-123
-1% -$36.8K 0.22% 94
2025
Q3 		$2.32M Buy
8,223
+429
+6% +$112K 0.22% 91
2025
Q2 		$2.3M Sell
7,794
-52
-0.7% -$13.4K 0.23% 95
2025
Q1 		$1.95M Buy
7,846
+1,566
+25% +$383K 0.21% 96
2024
Q4 		$1.38M Buy
6,280
+2,647
+73% +$590K 0.15% 107
2024
Q3 		$803K Buy
3,633
+186
+5% +$36.5K 0.08% 126
2024
Q2 		$596K Sell
3,447
-37
-1% -$6.43K 0.07% 135
2024
Q1 		$665K Sell
3,484
-28
-0.8% -$5.11K 0.08% 131
2023
Q4 		$574K Sell
3,512
-171
-5% -$25.8K 0.07% 137
2023
Q3 		$517K Sell
3,683
-22
-0.6% -$3.13K 0.07% 130
2023
Q2 		$496K Sell
3,705
-373
-9% -$48.1K 0.07% 130
2023
Q1 		$535K Sell
4,078
-301
-7% -$40.3K 0.07% 130
2022
Q4 		$617K Sell
4,379
-435
-9% -$60K 0.09% 122
2022
Q3 		$572K Sell
4,814
-450
-9% -$59.1K 0.09% 121
2022
Q2 		$743K Buy
5,264
+286
+6% +$38.6K 0.11% 114
2022
Q1 		$647K Sell
4,978
-124
-2% -$16.2K 0.08% 126
2021
Q4 		$682K Buy
5,102
+373
+8% +$46.8K 0.09% 121
2021
Q3 		$628K Sell
4,729
-85
-2% -$11.4K 0.09% 122
2021
Q2 		$675K Buy
4,814
+4
+0.1% +$547 0.09% 120
2021
Q1 		$613K Sell
4,810
-23
-0.5% -$2.75K 0.09% 123
2020
Q4 		$582K Buy
4,833
+922
+24% +$107K 0.09% 124
2020
Q3 		$455K Sell
3,911
-135
-3% -$15.9K 0.08% 130
2020
Q2 		$467K Sell
4,046
-616
-13% -$71.5K 0.09% 130
2020
Q1 		$494K Buy
4,662
+192
+4% +$24.3K 0.12% 118
2019
Q4 		$573K Sell
4,470
-18
-0.4% -$2.34K 0.13% 123
2019
Q3 		$624K Buy
4,488
+50
+1% +$6.74K 0.17% 105
2019
Q2 		$585K Hold
4,438
– – 0.17% 104
2019
Q1 		$599K Buy
4,438
+226
+5% +$28.8K 0.19% 99
2018
Q4 		$458K Buy
4,212
+210
+5% +$25.2K 0.17% 103
2018
Q3 		$578K Sell
4,002
-21
-0.5% -$2.93K 0.18% 106
2018
Q2 		$537K Buy
4,023
+128
+3% +$17.9K 0.19% 104
2018
Q1 		$572K Sell
3,895
-62
-2% -$9.38K 0.2% 99
2017
Q4 		$581K Sell
3,957
-158
-4% -$23K 0.21% 98
2017
Q3 		$571K Sell
4,115
-28
-0.7% -$3.9K 0.22% 96
2017
Q2 		$610K Hold
4,143
– – 0.24% 98
2017
Q1 		$690K Sell
4,143
-31
-0.7% -$5.2K 0.29% 94
2016
Q4 		$662K Sell
4,174
-280
-6% -$42.6K 0.29% 92
2016
Q3 		$676K Buy
4,454
+648
+17% +$98.3K 0.31% 88
2016
Q2 		$552K Sell
3,806
-720
-16% -$103K 0.27% 99
2016
Q1 		$655K Sell
4,526
-13,691
-75% -$1.75M 0.34% 84
2015
Q4 		$2.4M Sell
18,217
-942
-5% -$127K 1.29% 20
2015
Q3 		$2.66M Buy
19,159
+991
+5% +$146K 1.62% 11
2015
Q2 		$2.83M Buy
18,168
+18
+0.1% +$2.89K 1.56% 10
2015
Q1 		$2.79M Buy
18,150
+11,930
+192% +$1.81M 1.63% 10
2014
Q4 		$954K Sell
6,220
-969
-13% -$154K 0.58% 70
2014
Q3 		$1.3M Buy
7,189
+143
+2% +$26.1K 0.81% 48
2014
Q2 		$1.22M Sell
7,046
-350
-5% -$63K 0.76% 54
2014
Q1 		$1.36M Sell
7,396
-416
-5% -$73.2K 0.95% 39
2013
Q4 		$1.4M Buy
7,812
+789
+11% +$136K 1.03% 31
2013
Q3 		$1.24M Sell
7,023
-664
-9% -$121K 1.01% 32
2013
Q2 		$1.4M Buy
+7,687
New +$1.5M 1.23% 26

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Telos Capital Management's IBM Position: Q2 2026 in Review

Telos Capital Management reduced its IBM (IBM) stake by 2.4% in Q2 2026, selling an estimated $41.3K and leaving 6,765 shares worth $1.9M. The position accounts for 0.17% of the portfolio, ranked #100.

Telos Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.83M in Q2 2015. 1,295 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Telos Capital Management held 6,765 shares of IBM worth $1.9M as of Q2 2026.
  • Telos Capital Management sold 164 IBM shares in Q2 2026, an estimated $41.3K.
  • IBM made up 0.17% of Telos Capital Management's portfolio in Q2 2026, its #100 holding.
  • Telos Capital Management first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Telos Capital Management's IBM position peaked at $2.83M in Q2 2015.
  • 1,295 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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