Cooper Financial Group
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Cooper Financial Group’s IBM IBM Stock Holding History

Cooper Financial 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
Q3 		$1.93M Sell
8,771
-281
-3% -$66.7K 0.15% 112
2026
Q2 		$2.55M Sell
9,052
-1,559
-15% -$393K 0.21% 88
2026
Q1 		$2.57M Buy
10,611
+475
+5% +$129K 0.26% 72
2025
Q4 		$3M Buy
10,136
+85
+0.8% +$25.5K 0.32% 52
2025
Q3 		$2.84M Buy
10,051
+1,241
+14% +$325K 0.31% 54
2025
Q2 		$2.6M Buy
8,810
+255
+3% +$65.7K 0.31% 58
2025
Q1 		$2.13M Buy
8,555
+365
+4% +$89.3K 0.28% 68
2024
Q4 		$1.8M Buy
8,190
+195
+2% +$43.4K 0.22% 88
2024
Q3 		$1.77M Sell
7,995
-2,854
-26% -$560K 0.23% 75
2024
Q2 		$1.88M Sell
10,849
-2,358
-18% -$410K 0.28% 66
2024
Q1 		$2.52M Buy
13,207
+301
+2% +$54.9K 0.41% 39
2023
Q4 		$2.11M Buy
12,906
+787
+6% +$119K 0.38% 46
2023
Q3 		$1.7M Buy
12,119
+242
+2% +$34.4K 0.41% 52
2023
Q2 		$1.59M Buy
11,877
+435
+4% +$56.1K 0.39% 58
2023
Q1 		$1.5M Buy
11,442
+817
+8% +$109K 0.4% 56
2022
Q4 		$1.5M Sell
10,625
-212
-2% -$29.2K 0.46% 52
2022
Q3 		$1.29M Buy
10,837
+667
+7% +$87.5K 0.46% 53
2022
Q2 		$1.44M Sell
10,170
-1,271
-11% -$172K 0.52% 52
2022
Q1 		$1.49M Buy
11,441
+485
+4% +$63.2K 0.57% 44
2021
Q4 		$1.46M Sell
10,956
-3,370
-24% -$423K 0.55% 45
2021
Q3 		$1.9M Buy
14,326
+719
+5% +$96.1K 0.39% 42
2021
Q2 		$1.91M Buy
13,607
+999
+8% +$137K 0.39% 40
2021
Q1 		$1.61M Buy
12,608
+1,216
+11% +$146K 0.36% 44
2020
Q4 		$1.37M Buy
11,392
+297
+3% +$34.3K 0.28% 61
2020
Q3 		$1.29M Sell
11,095
-177
-2% -$20.8K 0.37% 46
2020
Q2 		$1.3M Buy
11,272
+1,596
+16% +$185K 0.42% 40
2020
Q1 		$1.03M Buy
+9,676
New +$1.22M 0.43% 38
2019
Q4 		– Sell
-1,452
Closed -$202K – 158
2019
Q3 		$202K Sell
1,452
-97
-6% -$13.1K 0.09% 137
2019
Q2 		$204K Buy
+1,549
New +$203K 0.1% 122

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cooper Financial Group's IBM Position: Q3 2026 in Review

Cooper Financial Group reduced its IBM (IBM) stake by 3.1% in Q3 2026, selling an estimated $66.7K and leaving 8,771 shares worth $1.93M. The position accounts for 0.15% of the portfolio, ranked #112.

Cooper Financial Group first reported a position in IBM in Q2 2019 and has held it in 29 quarters since. The position peaked at $3M in Q4 2025. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Cooper Financial Group held 8,771 shares of IBM worth $1.93M as of Q3 2026.
  • Cooper Financial Group sold 281 IBM shares in Q3 2026, an estimated $66.7K.
  • IBM made up 0.15% of Cooper Financial Group's portfolio in Q3 2026, its #112 holding.
  • Cooper Financial Group first reported a position in IBM in Q2 2019 and has held it in 29 quarters since.
  • Cooper Financial Group's IBM position peaked at $3M in Q4 2025.
  • 2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.