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Cardinal Point Capital Management’s IBM IBM Stock Holding History

Cardinal Point 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 		$11M Buy
39,033
+1,729
+5% +$436K 0.62% 41
2026
Q1 		$9.04M Buy
37,304
+313
+0.8% +$84.7K 0.55% 49
2025
Q4 		$11M Buy
36,991
+320
+0.9% +$95.8K 0.72% 37
2025
Q3 		$10.3M Buy
36,671
+1,108
+3% +$290K 0.72% 36
2025
Q2 		$10.5M Sell
35,563
-17
-0% -$4.38K 0.83% 31
2025
Q1 		$8.85M Buy
+35,580
New +$8.7M 0.81% 32

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

Cardinal Point Capital Management's IBM Position: Q2 2026 in Review

Cardinal Point Capital Management increased its IBM (IBM) stake by 4.6% in Q2 2026, buying an estimated $436K and bringing the position to 39,033 shares worth $11M. The position accounts for 0.62% of the portfolio, ranked #41.

Cardinal Point Capital Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cardinal Point Capital Management held 39,033 shares of IBM worth $11M as of Q2 2026.
  • Cardinal Point Capital Management bought 1,729 IBM shares in Q2 2026, an estimated $436K.
  • IBM made up 0.62% of Cardinal Point Capital Management's portfolio in Q2 2026, its #41 holding.
  • Cardinal Point Capital Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • 2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.