Cookson Peirce & Co’s IBM IBM Stock Holding History

Cookson Peirce & Co’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	$2.4M	Buy	8,540 +1,512	+22%	+$381K	0.08%	118
2026 Q1	$1.7M	Sell	7,028 -243	-3%	-$65.8K	0.07%	121
2025 Q4	$2.15M	Buy	7,271 +48	+0.7%	+$14.4K	0.09%	107
2025 Q3	$2.04M	Sell	7,223 -15	-0.2%	-$3.93K	0.08%	107
2025 Q2	$2.13M	Sell	7,238 -73	-1%	-$18.8K	0.09%	99
2025 Q1	$1.82M	Buy	7,311 +73	+1%	+$17.9K	0.09%	100
2024 Q4	$1.59M	Sell	7,238 -53	-0.7%	-$11.8K	0.07%	98
2024 Q3	$1.61M	Buy	7,291 +4,729	+185%	+$927K	0.08%	97
2024 Q2	$443K	Buy	+2,562	New	+$445K	0.02%	177
2023 Q1	–	Sell	-9,046	Closed	-$1.27M	–	234
2022 Q4	$1.27M	Buy	+9,046	New	+$1.25M	0.08%	91
2018 Q1	–	Sell	-2,877	Closed	-$422K	–	166
2017 Q4	$422K	Buy	+2,877	New	+$418K	0.04%	128

Other funds holding IBM

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Cookson Peirce & Co's IBM Position: Q2 2026 in Review

Cookson Peirce & Co increased its IBM (IBM) stake by 22% in Q2 2026, buying an estimated $381K and bringing the position to 8,540 shares worth $2.4M. The position accounts for 0.08% of the portfolio, ranked #118.

Cookson Peirce & Co first reported a position in IBM in Q4 2017 and has held it in 11 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Cookson Peirce & Co held 8,540 shares of IBM worth $2.4M as of Q2 2026.
Cookson Peirce & Co bought 1,512 IBM shares in Q2 2026, an estimated $381K.
IBM made up 0.08% of Cookson Peirce & Co's portfolio in Q2 2026, its #118 holding.
Cookson Peirce & Co first reported a position in IBM in Q4 2017 and has held it in 11 quarters since.
1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.