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BluePath Capital Management’s IBM IBM Stock Holding History

BluePath 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 		$1.2M Buy
4,261
+250
+6% +$63K 0.66% 55
2026
Q1 		$972K Buy
4,011
+483
+14% +$131K 0.67% 66
2025
Q4 		$1.05M Buy
3,528
+399
+13% +$119K 0.71% 62
2025
Q3 		$883K Buy
3,129
+843
+37% +$221K 0.65% 59
2025
Q2 		$674K Buy
2,286
+130
+6% +$33.5K 0.59% 56
2025
Q1 		$536K Sell
2,156
-2,348
-52% -$574K 0.56% 59
2024
Q4 		$979K Buy
4,504
+550
+14% +$122K 0.53% 51
2024
Q3 		$874K Sell
3,954
-484
-11% -$94.9K 0.54% 47
2024
Q2 		$768K Buy
4,438
+538
+14% +$93.5K 0.54% 46
2024
Q1 		$745K Sell
3,900
-731
-16% -$133K 0.56% 28
2023
Q4 		$747K Buy
4,631
+384
+9% +$58K 0.64% 27
2023
Q3 		$596K Buy
+4,247
New +$604K 0.55% 28

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

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

BluePath Capital Management increased its IBM (IBM) stake by 6.2% in Q2 2026, buying an estimated $63K and bringing the position to 4,261 shares worth $1.2M. The position accounts for 0.66% of the portfolio, ranked #55.

BluePath Capital Management first reported a position in IBM in Q3 2023 and has held it in 12 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • BluePath Capital Management held 4,261 shares of IBM worth $1.2M as of Q2 2026.
  • BluePath Capital Management bought 250 IBM shares in Q2 2026, an estimated $63K.
  • IBM made up 0.66% of BluePath Capital Management's portfolio in Q2 2026, its #55 holding.
  • BluePath Capital Management first reported a position in IBM in Q3 2023 and has held it in 12 quarters since.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.