TCM
IBM icon

Thoma Capital Management’s IBM IBM Stock Holding History

Thoma 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 		$1.22M Sell
4,343
-159
-4% -$40.1K 0.65% 17
2026
Q1 		$1.09M Buy
4,502
+307
+7% +$83.1K 0.65% 15
2025
Q4 		$1.24M Sell
4,195
-327
-7% -$97.9K 0.72% 15
2025
Q3 		$1.28M Sell
4,522
-349
-7% -$91.4K 0.73% 17
2025
Q2 		$1.44M Buy
4,871
+3
+0.1% +$773 0.91% 12
2025
Q1 		$1.21M Sell
4,868
-346
-7% -$84.6K 0.85% 14
2024
Q4 		$1.15M Buy
+5,214
New +$1.16M 0.79% 14

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

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

Thoma Capital Management reduced its IBM (IBM) stake by 3.5% in Q2 2026, selling an estimated $40.1K and leaving 4,343 shares worth $1.22M. The position accounts for 0.65% of the portfolio, ranked #17.

Thoma Capital Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Thoma Capital Management held 4,343 shares of IBM worth $1.22M as of Q2 2026.
  • Thoma Capital Management sold 159 IBM shares in Q2 2026, an estimated $40.1K.
  • IBM made up 0.65% of Thoma Capital Management's portfolio in Q2 2026, its #17 holding.
  • Thoma Capital Management first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • Thoma Capital Management's IBM position peaked at $1.44M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Thoma Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.