Aptus Capital Advisors Reduces IBM Holdings

Institutional investor trims stake in tech giant by 3.6%

Published on Mar. 6, 2026

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Aptus Capital Advisors LLC lowered its holdings in International Business Machines Corporation (NYSE:IBM) by 3.6% in the 3rd quarter, according to the company's recent 13F filing with the SEC. The institutional investor now owns 71,370 shares of the technology company's stock, valued at $20,138,000.

Why it matters

IBM is a major tech company, and changes in institutional ownership can signal broader market trends or shifts in investor sentiment around the stock. Aptus Capital's reduction in its IBM holdings may reflect broader concerns or portfolio adjustments among institutional investors.

The details

Aptus Capital Advisors sold 2,651 shares of IBM stock during the 3rd quarter, reducing its total position to 71,370 shares. The firm cited no specific reasons for the reduction in its 13F filing.

  • Aptus Capital Advisors lowered its IBM holdings in the 3rd quarter of 2026.

The players

Aptus Capital Advisors LLC

An institutional investment firm that manages a portfolio of stocks, including a position in IBM.

International Business Machines Corporation (IBM)

A global technology and consulting company headquartered in Armonk, New York.

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The takeaway

Aptus Capital's reduction in its IBM holdings may signal broader market trends or portfolio adjustments among institutional investors, though the specific reasons are unclear from the 13F filing.