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Canopy Partners’s IBM IBM Stock Holding History

Canopy Partners’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 		$391K Sell
1,389
-168
-11% -$42.3K 0.12% 152
2026
Q1 		$377K Buy
1,557
+5
+0.3% +$1.35K 0.13% 140
2025
Q4 		$460K Buy
1,552
+84
+6% +$25.2K 0.15% 119
2025
Q3 		$414K Buy
1,468
+76
+5% +$19.9K 0.14% 127
2025
Q2 		$410K Buy
1,392
+48
+4% +$12.4K 0.15% 119
2025
Q1 		$334K Buy
1,344
+10
+0.7% +$2.45K 0.13% 129
2024
Q4 		$293K Buy
1,334
+10
+0.8% +$2.23K 0.11% 144
2024
Q3 		$293K Sell
1,324
-21
-2% -$4.12K 0.13% 141
2024
Q2 		$233K Buy
1,345
+142
+12% +$24.7K 0.11% 152
2024
Q1 		$230K Buy
+1,203
New +$219K 0.11% 157

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

Canopy Partners's IBM Position: Q2 2026 in Review

Canopy Partners reduced its IBM (IBM) stake by 11% in Q2 2026, selling an estimated $42.3K and leaving 1,389 shares worth $391K. The position accounts for 0.12% of the portfolio, ranked #152.

Canopy Partners first reported a position in IBM in Q1 2024 and has held it in 10 quarters since. The position peaked at $460K in Q4 2025. 1,224 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Canopy Partners held 1,389 shares of IBM worth $391K as of Q2 2026.
  • Canopy Partners sold 168 IBM shares in Q2 2026, an estimated $42.3K.
  • IBM made up 0.12% of Canopy Partners's portfolio in Q2 2026, its #152 holding.
  • Canopy Partners first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • Canopy Partners's IBM position peaked at $460K in Q4 2025.
  • 1,224 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.