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Conservest Capital Advisors’s IBM IBM Stock Holding History

Conservest 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 		$384K Buy
1,367
+51
+4% +$12.8K 0.03% 100
2026
Q1 		$319K Buy
1,316
+378
+40% +$102K 0.03% 100
2025
Q4 		$278K Sell
938
-4
-0.4% -$1.2K 0.03% 107
2025
Q3 		$266K Buy
942
+1
+0.1% +$262 0.02% 108
2025
Q2 		$277K Buy
+941
New +$242K 0.03% 106
2017
Q3 		– Sell
-1,410
Closed -$207K – 104
2017
Q2 		$207K Sell
1,410
-28
-2% -$4.22K 0.04% 80
2017
Q1 		$240K Buy
+1,438
New +$241K 0.05% 72

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Conservest Capital Advisors increased its IBM (IBM) stake by 3.9% in Q2 2026, buying an estimated $12.8K and bringing the position to 1,367 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #100.

Conservest Capital Advisors first reported a position in IBM in Q1 2017 and has held it in 7 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Conservest Capital Advisors held 1,367 shares of IBM worth $384K as of Q2 2026.
  • Conservest Capital Advisors bought 51 IBM shares in Q2 2026, an estimated $12.8K.
  • IBM made up 0.03% of Conservest Capital Advisors's portfolio in Q2 2026, its #100 holding.
  • Conservest Capital Advisors first reported a position in IBM in Q1 2017 and has held it in 7 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.