Verdence Capital Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.38M | Sell |
22,690
-1,055
| -4% | -$266K | 0.33% | 66 |
|
|
2026
Q1 | $5.76M | Buy |
23,745
+1,670
| +8% | +$452K | 0.33% | 62 |
|
|
2025
Q4 | $6.54M | Sell |
22,075
-3,830
| -15% | -$1.15M | 0.39% | 54 |
|
|
2025
Q3 | $8.11M | Buy |
25,905
+7,094
| +38% | +$1.86M | 0.47% | 41 |
|
|
2025
Q2 | $5.55M | Sell |
18,811
-58
| -0.3% | -$14.9K | 0.38% | 60 |
|
|
2025
Q1 | $4.69M | Buy |
18,869
+110
| +0.6% | +$26.9K | 0.36% | 70 |
|
|
2024
Q4 | $4.12M | Sell |
18,759
-343
| -2% | -$76.4K | 0.33% | 72 |
|
|
2024
Q3 | $4.22M | Buy |
19,102
+241
| +1% | +$47.3K | 0.34% | 70 |
|
|
2024
Q2 | $3.26M | Sell |
18,861
-243
| -1% | -$42.2K | 0.29% | 85 |
|
|
2024
Q1 | $3.65M | Sell |
19,104
-1,938
| -9% | -$354K | 0.33% | 74 |
|
|
2023
Q4 | $3.44M | Buy |
21,042
+494
| +2% | +$74.6K | 0.33% | 75 |
|
|
2023
Q3 | $2.88M | Buy |
20,548
+4,238
| +26% | +$603K | 0.31% | 84 |
|
|
2023
Q2 | $2.18M | Sell |
16,310
-100
| -0.6% | -$12.9K | 0.25% | 104 |
|
|
2023
Q1 | $2.15M | Sell |
16,410
-126
| -0.8% | -$16.9K | 0.26% | 102 |
|
|
2022
Q4 | $2.33M | Sell |
16,536
-330
| -2% | -$45.5K | 0.29% | 88 |
|
|
2022
Q3 | $2M | Buy |
16,866
+448
| +3% | +$58.8K | 0.28% | 98 |
|
|
2022
Q2 | $2.32M | Buy |
16,418
+13
| +0.1% | +$1.75K | 0.3% | 94 |
|
|
2022
Q1 | $2.13M | Buy |
16,405
+513
| +3% | +$66.9K | 0.24% | 106 |
|
|
2021
Q4 | $2.12M | Sell |
15,892
-3,771
| -19% | -$473K | 0.25% | 98 |
|
|
2021
Q3 | $2.61M | Sell |
19,663
-1,487
| -7% | -$199K | 0.34% | 79 |
|
|
2021
Q2 | $2.96M | Buy |
21,150
+3,121
| +17% | +$427K | 0.41% | 64 |
|
|
2021
Q1 | $2.3M | Buy |
18,029
+212
| +1% | +$25.4K | 0.39% | 70 |
|
|
2020
Q4 | $2.14M | Sell |
17,817
-121
| -0.7% | -$14K | 0.41% | 64 |
|
|
2020
Q3 | $2.09M | Sell |
17,938
-562
| -3% | -$66.2K | 0.48% | 55 |
|
|
2020
Q2 | $2.14M | Buy |
18,500
+5,005
| +37% | +$581K | 0.53% | 50 |
|
|
2020
Q1 | $1.43M | Buy |
13,495
+250
| +2% | +$31.6K | 0.43% | 64 |
|
|
2019
Q4 | $1.7M | Buy |
13,245
+218
| +2% | +$28.3K | 0.42% | 70 |
|
|
2019
Q3 | $1.81M | Sell |
13,027
-520
| -4% | -$70.1K | 0.51% | 64 |
|
|
2019
Q2 | $1.79M | Sell |
13,547
-371
| -3% | -$48.7K | 0.51% | 62 |
|
|
2019
Q1 | $1.88M | Sell |
13,918
-471
| -3% | -$60K | 0.51% | 60 |
|
|
2018
Q4 | $1.56M | Sell |
14,389
-23,235
| -62% | -$2.79M | 0.44% | 65 |
|
|
2018
Q3 | $5.44M | Sell |
37,624
-2,021
| -5% | -$282K | 1.35% | 20 |
|
|
2018
Q2 | $5.29M | Sell |
39,645
-1,470
| -4% | -$205K | 1.29% | 20 |
|
|
2018
Q1 | $6.03M | Sell |
41,115
-2,118
| -5% | -$320K | 1.45% | 17 |
|
|
2017
Q4 | $6.34M | Buy |
+43,233
| New | +$6.29M | 1.51% | 19 |
|
Other funds holding IBM
ECSS
Verdence Capital Advisors's IBM Position: Q2 2026 in Review
Verdence Capital Advisors reduced its IBM (IBM) stake by 4.4% in Q2 2026, selling an estimated $266K and leaving 22,690 shares worth $6.38M. The position accounts for 0.33% of the portfolio, ranked #66.
Verdence Capital Advisors first reported a position in IBM in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.11M in Q3 2025. 1,841 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Verdence Capital Advisors held 22,690 shares of IBM worth $6.38M as of Q2 2026.
- Verdence Capital Advisors sold 1,055 IBM shares in Q2 2026, an estimated $266K.
- IBM made up 0.33% of Verdence Capital Advisors's portfolio in Q2 2026, its #66 holding.
- Verdence Capital Advisors first reported a position in IBM in Q4 2017 and has held it in 35 quarters since.
- Verdence Capital Advisors's IBM position peaked at $8.11M in Q3 2025.
- 1,841 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.