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Cape Investment Advisory’s IBM IBM Stock Holding History

Cape Investment Advisory’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 		$737K Buy
2,619
+199
+8% +$50.1K 0.2% 90
2026
Q1 		$587K Sell
2,420
-1,692
-41% -$458K 0.2% 104
2025
Q4 		$1.22M Buy
4,112
+3,986
+3,163% +$1.19M 0.37% 51
2025
Q3 		$35.7K Sell
126
-3,810
-97% -$997K 0.04% 261
2025
Q2 		$1.16M Sell
3,936
-175
-4% -$45.1K 0.42% 46
2025
Q1 		$1.02M Sell
4,111
-41
-1% -$10K 0.41% 50
2024
Q4 		$913K Buy
4,152
+29
+0.7% +$6.46K 0.36% 60
2024
Q3 		$911K Buy
4,123
+6
+0.1% +$1.18K 0.37% 63
2024
Q2 		$712K Sell
4,117
-81
-2% -$14.1K 0.32% 68
2024
Q1 		$802K Buy
4,198
+1,994
+90% +$364K 0.37% 57
2023
Q4 		$360K Sell
2,204
-16
-0.7% -$2.42K 0.18% 91
2023
Q3 		$311K Buy
2,220
+146
+7% +$20.8K 0.18% 95
2023
Q2 		$277K Buy
2,074
+183
+10% +$23.6K 0.16% 104
2023
Q1 		$248K Buy
+1,891
New +$253K 0.15% 102

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cape Investment Advisory's IBM Position: Q2 2026 in Review

Cape Investment Advisory increased its IBM (IBM) stake by 8.2% in Q2 2026, buying an estimated $50.1K and bringing the position to 2,619 shares worth $737K. The position accounts for 0.2% of the portfolio, ranked #90.

Cape Investment Advisory first reported a position in IBM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.22M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cape Investment Advisory held 2,619 shares of IBM worth $737K as of Q2 2026.
  • Cape Investment Advisory bought 199 IBM shares in Q2 2026, an estimated $50.1K.
  • IBM made up 0.2% of Cape Investment Advisory's portfolio in Q2 2026, its #90 holding.
  • Cape Investment Advisory first reported a position in IBM in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's IBM position peaked at $1.22M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.