Carnegie Lake Advisors’s IBM IBM Stock Holding History

Carnegie Lake Advisors’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	$1.44M	Sell	5,121 -1,171	-19%	-$295K	0.54%	45
2026 Q1	$1.53M	Buy	6,292 +2,342	+59%	+$634K	0.61%	41
2025 Q4	$1.17M	Sell	3,950 -50	-1%	-$15K	0.45%	56
2025 Q3	$1.13M	Hold	4,000	–	–	0.43%	58
2025 Q2	$1.18M	Sell	4,000 -600	-13%	-$155K	0.47%	58
2025 Q1	$1.14M	Hold	4,600	–	–	0.46%	60
2024 Q4	$1.01M	Hold	4,600	–	–	0.41%	66
2024 Q3	$1.02M	Buy	+4,600	New	+$902K	0.4%	66

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Carnegie Lake Advisors's IBM Position: Q2 2026 in Review

Carnegie Lake Advisors reduced its IBM (IBM) stake by 19% in Q2 2026, selling an estimated $295K and leaving 5,121 shares worth $1.44M. The position accounts for 0.54% of the portfolio, ranked #45.

Carnegie Lake Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q1 2026. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Carnegie Lake Advisors held 5,121 shares of IBM worth $1.44M as of Q2 2026.
Carnegie Lake Advisors sold 1,171 IBM shares in Q2 2026, an estimated $295K.
IBM made up 0.54% of Carnegie Lake Advisors's portfolio in Q2 2026, its #45 holding.
Carnegie Lake Advisors first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's IBM position peaked at $1.53M in Q1 2026.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.