Yousif Capital Management’s IBM IBM Stock Holding History

Yousif 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	$34.9M	Sell	124,172 -7,011	-5%	-$1.77M	0.39%	37
2026 Q1	$31.8M	Sell	131,183 -8,688	-6%	-$2.35M	0.37%	36
2025 Q4	$40.8M	Sell	139,871 -7,105	-5%	-$2.13M	0.45%	28
2025 Q3	$41.5M	Sell	146,976 -6,814	-4%	-$1.78M	0.44%	27
2025 Q2	$45.3M	Sell	153,790 -4,127	-3%	-$1.06M	0.49%	23
2025 Q1	$39.3M	Sell	157,917 -11,056	-7%	-$2.7M	0.46%	26
2024 Q4	$37.1M	Sell	168,973 -6,041	-3%	-$1.35M	0.41%	28
2024 Q3	$38.7M	Sell	175,014 -2,735	-2%	-$536K	0.42%	29
2024 Q2	$30.7M	Sell	177,749 -10,656	-6%	-$1.85M	0.35%	39
2024 Q1	$36M	Sell	188,405 -8,158	-4%	-$1.49M	0.4%	33
2023 Q4	$32.1M	Sell	196,563 -7,327	-4%	-$1.11M	0.38%	36
2023 Q3	$28.6M	Sell	203,890 -6,692	-3%	-$952K	0.36%	36
2023 Q2	$28.2M	Buy	210,582 +2,863	+1%	+$369K	0.34%	41
2023 Q1	$27.2M	Sell	207,719 -11,068	-5%	-$1.48M	0.35%	39
2022 Q4	$30.8M	Buy	218,787 +4,698	+2%	+$648K	0.4%	34
2022 Q3	$25.4M	Sell	214,089 -1,056	-0.5%	-$139K	0.36%	39
2022 Q2	$30.4M	Buy	215,145 +3,349	+2%	+$452K	0.4%	32
2022 Q1	$27.5M	Buy	211,796 +8,145	+4%	+$1.06M	0.3%	52
2021 Q4	$27.2M	Buy	+203,651	New	+$25.5M	0.28%	53

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

SFA

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

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

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

Yousif Capital Management reduced its IBM (IBM) stake by 5.3% in Q2 2026, selling an estimated $1.77M and leaving 124,172 shares worth $34.9M. The position accounts for 0.39% of the portfolio, ranked #37.

Yousif Capital Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $45.3M in Q2 2025. 904 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Yousif Capital Management held 124,172 shares of IBM worth $34.9M as of Q2 2026.
Yousif Capital Management sold 7,011 IBM shares in Q2 2026, an estimated $1.77M.
IBM made up 0.39% of Yousif Capital Management's portfolio in Q2 2026, its #37 holding.
Yousif Capital Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's IBM position peaked at $45.3M in Q2 2025.
904 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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