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Wedmont Private Capital’s IBM IBM Stock Holding History

Wedmont Private Capital’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 		$3.55M Sell
12,349
-898
-7% -$226K 0.1% 118
2026
Q1 		$3.2M Sell
13,247
-183
-1% -$49.5K 0.1% 112
2025
Q4 		$3.99M Buy
13,430
+192
+1% +$57.5K 0.14% 88
2025
Q3 		$3.89M Buy
13,238
+173
+1% +$45.3K 0.14% 85
2025
Q2 		$3.79M Buy
13,065
+1,112
+9% +$286K 0.16% 78
2025
Q1 		$2.81M Buy
11,953
+558
+5% +$136K 0.14% 84
2024
Q4 		$2.5M Buy
11,395
+1,041
+10% +$232K 0.13% 93
2024
Q3 		$2.35M Buy
10,354
+647
+7% +$127K 0.13% 90
2024
Q2 		$1.77M Buy
9,707
+334
+4% +$58K 0.11% 107
2024
Q1 		$1.77M Buy
9,373
+920
+11% +$168K 0.13% 100
2023
Q4 		$1.36M Buy
8,453
+1,576
+23% +$238K 0.11% 116
2023
Q3 		$978K Buy
6,877
+1,300
+23% +$185K 0.1% 130
2023
Q2 		$744K Buy
5,577
+691
+14% +$89.2K 0.08% 171
2023
Q1 		$640K Sell
4,886
-1,346
-22% -$180K 0.08% 179
2022
Q4 		$896K Buy
6,232
+1,117
+22% +$154K 0.13% 122
2022
Q3 		$608K Buy
5,115
+135
+3% +$17.7K 0.12% 133
2022
Q2 		$703K Buy
4,980
+1,827
+58% +$247K 0.15% 107
2022
Q1 		$411K Buy
3,153
+160
+5% +$20.9K 0.09% 169
2021
Q4 		$403K Buy
+2,993
New +$375K 0.12% 135

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

Wedmont Private Capital's IBM Position: Q2 2026 in Review

Wedmont Private Capital reduced its IBM (IBM) stake by 6.8% in Q2 2026, selling an estimated $226K and leaving 12,349 shares worth $3.55M. The position accounts for 0.1% of the portfolio, ranked #118.

Wedmont Private Capital first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.99M in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Wedmont Private Capital held 12,349 shares of IBM worth $3.55M as of Q2 2026.
  • Wedmont Private Capital sold 898 IBM shares in Q2 2026, an estimated $226K.
  • IBM made up 0.1% of Wedmont Private Capital's portfolio in Q2 2026, its #118 holding.
  • Wedmont Private Capital first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's IBM position peaked at $3.99M in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.