Catalyst Capital Advisors’s IBM IBM Stock Holding History

Catalyst Capital 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	$132K	Sell	468 -7	-1%	-$1.76K	﹤0.01%	227
2026 Q1	$115K	Sell	475 -30	-6%	-$8.12K	﹤0.01%	230
2025 Q4	$150K	Buy	505 +71	+16%	+$21.3K	﹤0.01%	244
2025 Q3	$122K	Sell	434 -19	-4%	-$4.97K	﹤0.01%	281
2025 Q2	$134K	Sell	453 -600	-57%	-$155K	﹤0.01%	292
2025 Q1	$262K	Buy	1,053 +327	+45%	+$80K	0.01%	219
2024 Q4	$160K	Sell	726 -672	-48%	-$150K	﹤0.01%	249
2024 Q3	$309K	Buy	+1,398	New	+$274K	0.01%	203
2024 Q1	–	Sell	-2,161	Closed	-$353K	–	397
2023 Q4	$353K	Hold	2,161	–	–	0.01%	169
2023 Q3	$303K	Hold	2,161	–	–	0.01%	181
2023 Q2	$289K	Hold	2,161	–	–	0.01%	198
2023 Q1	$283K	Hold	2,161	–	–	0.01%	172
2022 Q4	$304K	Hold	2,161	–	–	0.01%	169
2022 Q3	$257K	Hold	2,161	–	–	0.01%	175
2022 Q2	$305K	Hold	2,161	–	–	0.01%	193
2022 Q1	$281K	Hold	2,161	–	–	0.01%	212
2021 Q4	$289K	Sell	2,161 -99	-4%	-$12.4K	0.01%	200
2021 Q3	$300K	Hold	2,260	–	–	0.02%	210
2021 Q2	$317K	Hold	2,260	–	–	0.02%	211
2021 Q1	$288K	Hold	2,260	–	–	0.02%	218
2020 Q4	$272K	Hold	2,260	–	–	0.02%	214
2020 Q3	$263K	Sell	2,260 -1,967	-47%	-$232K	0.01%	213
2020 Q2	$488K	Hold	4,227	–	–	0.03%	172
2020 Q1	$448K	Hold	4,227	–	–	0.02%	151
2019 Q4	$542K	Hold	4,227	–	–	0.02%	147
2019 Q3	$588K	Hold	4,227	–	–	0.02%	168
2019 Q2	$557K	Hold	4,227	–	–	0.02%	177
2019 Q1	$570K	Hold	4,227	–	–	0.02%	176
2018 Q4	$459K	Hold	4,227	–	–	0.02%	200
2018 Q3	$611K	Hold	4,227	–	–	0.02%	208
2018 Q2	$565K	Hold	4,227	–	–	0.02%	209
2018 Q1	$620K	Buy	+4,227	New	+$640K	0.02%	182
2017 Q3	–	Sell	-22,789	Closed	-$3.35M	–	478
2017 Q2	$3.35M	Sell	22,789 -2,062	-8%	-$311K	0.14%	108
2017 Q1	$4.14M	Buy	24,851 +35	+0.1%	+$5.87K	0.21%	89
2016 Q4	$3.94M	Sell	24,816 -2,045	-8%	-$311K	0.25%	65
2016 Q3	$4.08M	Sell	26,861 -2,755	-9%	-$418K	0.45%	52
2016 Q2	$4.3M	Sell	29,616 -5,158	-15%	-$738K	0.79%	44
2016 Q1	$5.04M	Sell	34,774 -1,676	-5%	-$214K	0.85%	44
2015 Q4	$4.8M	Sell	36,450 -89	-0.2%	-$12K	0.69%	61
2015 Q3	$5.06M	Sell	36,539 -8,287	-18%	-$1.22M	0.68%	58
2015 Q2	$6.97M	Buy	44,826 +6,012	+15%	+$966K	0.81%	31
2015 Q1	$5.96M	Buy	38,814 +11,841	+44%	+$1.8M	0.68%	53
2014 Q4	$4.14M	Sell	26,973 -114	-0.4%	-$18.1K	0.49%	64
2014 Q3	$4.92M	Buy	27,087 +2,115	+8%	+$385K	0.63%	41
2014 Q2	$4.33M	Buy	24,972 +4,576	+22%	+$824K	0.71%	48
2014 Q1	$3.75M	Buy	20,396 +3,840	+23%	+$676K	0.85%	23
2013 Q4	$2.97M	Buy	16,556 +7,696	+87%	+$1.33M	0.96%	20
2013 Q3	$1.57M	Buy	8,860 +2,748	+45%	+$499K	0.86%	13
2013 Q2	$1.12M	Buy	+6,112	New	+$1.19M	0.87%	24

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Catalyst Capital Advisors's IBM Position: Q2 2026 in Review

Catalyst Capital Advisors reduced its IBM (IBM) stake by 1.5% in Q2 2026, selling an estimated $1.76K and leaving 468 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Catalyst Capital Advisors first reported a position in IBM in Q2 2013 and has held it in 49 quarters since. The position peaked at $6.97M in Q2 2015. 1,808 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Catalyst Capital Advisors held 468 shares of IBM worth $132K as of Q2 2026.
Catalyst Capital Advisors sold 7 IBM shares in Q2 2026, an estimated $1.76K.
IBM made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #227 holding.
Catalyst Capital Advisors first reported a position in IBM in Q2 2013 and has held it in 49 quarters since.
Catalyst Capital Advisors's IBM position peaked at $6.97M in Q2 2015.
1,808 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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