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Coastwise Capital Group’s IBM IBM Stock Holding History

Coastwise Capital Group’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 		$427K Sell
1,517
-6
-0.4% -$1.51K 0.25% 82
2026
Q1 		$369K Sell
1,523
-22
-1% -$5.95K 0.2% 92
2025
Q4 		$458K Buy
1,545
+5
+0.3% +$1.5K 0.23% 91
2025
Q3 		$435K Buy
1,540
+7
+0.5% +$1.83K 0.31% 74
2025
Q2 		$452K Buy
1,533
+78
+5% +$20.1K 0.36% 63
2025
Q1 		$362K Sell
1,455
-3,665
-72% -$896K 0.3% 77
2024
Q4 		$1.13M Sell
5,120
-399
-7% -$88.9K 0.9% 30
2024
Q3 		$1.22M Buy
5,519
+330
+6% +$64.7K 1% 26
2024
Q2 		$897K Sell
5,189
-771
-13% -$134K 0.86% 31
2024
Q1 		$1.14M Sell
5,960
-2,818
-32% -$514K 1.06% 25
2023
Q4 		$1.44M Sell
8,778
-605
-6% -$91.4K 1.46% 14
2023
Q3 		$1.32M Buy
9,383
+122
+1% +$17.4K 1.51% 14
2023
Q2 		$1.24M Buy
9,261
+928
+11% +$120K 1.4% 14
2023
Q1 		$1.09M Buy
8,333
+481
+6% +$64.3K 1.25% 19
2022
Q4 		$1.11M Buy
7,852
+1,016
+15% +$140K 1.31% 17
2022
Q3 		$812K Buy
6,836
+26
+0.4% +$3.41K 1.28% 25
2022
Q2 		$961K Buy
6,810
+60
+0.9% +$8.1K 1.17% 22
2022
Q1 		$878K Buy
+6,750
New +$880K 1.09% 24

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

Coastwise Capital Group's IBM Position: Q2 2026 in Review

Coastwise Capital Group reduced its IBM (IBM) stake by 0.39% in Q2 2026, selling an estimated $1.51K and leaving 1,517 shares worth $427K. The position accounts for 0.25% of the portfolio, ranked #82.

Coastwise Capital Group first reported a position in IBM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.44M in Q4 2023. 2,007 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Coastwise Capital Group held 1,517 shares of IBM worth $427K as of Q2 2026.
  • Coastwise Capital Group sold 6 IBM shares in Q2 2026, an estimated $1.51K.
  • IBM made up 0.25% of Coastwise Capital Group's portfolio in Q2 2026, its #82 holding.
  • Coastwise Capital Group first reported a position in IBM in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's IBM position peaked at $1.44M in Q4 2023.
  • 2,007 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.