Whitener Capital Management’s IBM IBM Stock Holding History

Whitener 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	$1.58M	Sell	5,602 -753	-12%	-$190K	0.33%	64
2026 Q1	$1.54M	Sell	6,355 -135	-2%	-$36.5K	0.35%	59
2025 Q4	$1.92M	Sell	6,490 -115	-2%	-$34.4K	0.44%	49
2025 Q3	$1.86M	Sell	6,605 -76	-1%	-$19.9K	0.45%	48
2025 Q2	$1.97M	Sell	6,681 -459	-6%	-$118K	0.52%	43
2025 Q1	$1.78M	Sell	7,140 -188	-3%	-$46K	0.5%	48
2024 Q4	$1.61M	Sell	7,328 -140	-2%	-$31.2K	0.45%	49
2024 Q3	$1.65M	Sell	7,468 -50	-0.7%	-$9.8K	0.47%	50
2024 Q2	$1.3M	Sell	7,518 -2	-0%	-$348	0.39%	55
2024 Q1	$1.44M	Buy	7,520 +90	+1%	+$16.4K	0.47%	50
2023 Q4	$1.22M	Buy	7,430 +127	+2%	+$19.2K	0.44%	51
2023 Q3	$1.02M	Buy	7,303 +120	+2%	+$17.1K	0.41%	53
2023 Q2	$961K	Buy	7,183 +250	+4%	+$32.3K	0.37%	59
2023 Q1	$909K	Sell	6,933 -427	-6%	-$57.1K	0.38%	59
2022 Q4	$1.04M	Sell	7,360 -15	-0.2%	-$2.07K	0.45%	53
2022 Q3	$876K	Buy	7,375 +160	+2%	+$21K	0.41%	55
2022 Q2	$1.02M	Buy	7,215 +110	+2%	+$14.8K	0.46%	51
2022 Q1	$923K	Buy	7,105 +438	+7%	+$57.1K	0.35%	62
2021 Q4	$891K	Buy	6,667 +3,615	+118%	+$453K	0.32%	69
2021 Q3	$367K	Buy	3,052 +36	+1%	+$4.81K	0.17%	94
2021 Q2	$422K	Sell	3,016 -36	-1%	-$4.92K	0.17%	98
2021 Q1	$388K	Hold	3,052	–	–	0.17%	96
2020 Q4	$367K	Buy	3,052 +34	+1%	+$3.93K	0.17%	95
2020 Q3	$351K	Hold	3,018	–	–	0.17%	91
2020 Q2	$348K	Hold	3,018	–	–	0.18%	94
2020 Q1	$320K	Buy	3,018 +387	+15%	+$48.9K	0.21%	86
2019 Q4	$337K	Buy	2,631 +53	+2%	+$6.89K	0.17%	102
2019 Q3	$358K	Buy	2,578 +5	+0.2%	+$674	0.2%	96
2019 Q2	$339K	Sell	2,573 -32	-1%	-$4.2K	0.19%	100
2019 Q1	$351K	Sell	2,605 -52	-2%	-$6.63K	0.23%	91
2018 Q4	$288K	Hold	2,657	–	–	0.21%	99
2018 Q3	$384K	Buy	2,657 +21	+0.8%	+$2.93K	0.25%	91
2018 Q2	$352K	Hold	2,636	–	–	0.28%	92
2018 Q1	$386K	Buy	2,636 +1,271	+93%	+$192K	0.3%	83
2017 Q4	$200K	Buy	+1,365	New	+$198K	0.17%	112

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Whitener Capital Management reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $190K and leaving 5,602 shares worth $1.58M. The position accounts for 0.33% of the portfolio, ranked #64.

Whitener Capital Management first reported a position in IBM in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.97M in Q2 2025. 958 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Whitener Capital Management held 5,602 shares of IBM worth $1.58M as of Q2 2026.
Whitener Capital Management sold 753 IBM shares in Q2 2026, an estimated $190K.
IBM made up 0.33% of Whitener Capital Management's portfolio in Q2 2026, its #64 holding.
Whitener Capital Management first reported a position in IBM in Q4 2017 and has held it in 35 quarters since.
Whitener Capital Management's IBM position peaked at $1.97M in Q2 2025.
958 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.