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Blue Fin Capital’s IBM IBM Stock Holding History

Blue Fin 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 		$310K Hold
1,101
– – 0.04% 139
2026
Q1 		$267K Buy
1,101
+100
+10% +$27.1K 0.04% 142
2025
Q4 		$297K Buy
1,001
+1
+0.1% +$299 0.05% 134
2025
Q3 		$282K Buy
1,000
+15
+2% +$3.93K 0.04% 130
2025
Q2 		$290K Buy
+985
New +$254K 0.05% 128

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Blue Fin Capital's IBM Position: Q2 2026 in Review

Blue Fin Capital held its IBM (IBM) position steady in Q2 2026 at 1,101 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #139.

Blue Fin Capital first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Blue Fin Capital held 1,101 shares of IBM worth $310K as of Q2 2026.
  • Blue Fin Capital left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.04% of Blue Fin Capital's portfolio in Q2 2026, its #139 holding.
  • Blue Fin Capital first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • 2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.