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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
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% +$63.3K 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

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cooper Financial Group's IBM Position: Q2 2026 in Review

Cooper Financial Group reduced its IBM (IBM) stake by 15% in Q2 2026, selling an estimated $393K and leaving 9,052 shares worth $2.55M. The position accounts for 0.21% of the portfolio, ranked #88.

Cooper Financial Group first reported a position in IBM in Q2 2019 and has held it in 28 quarters since. The position peaked at $3M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cooper Financial Group held 9,052 shares of IBM worth $2.55M as of Q2 2026.
  • Cooper Financial Group sold 1,559 IBM shares in Q2 2026, an estimated $393K.
  • IBM made up 0.21% of Cooper Financial Group's portfolio in Q2 2026, its #88 holding.
  • Cooper Financial Group first reported a position in IBM in Q2 2019 and has held it in 28 quarters since.
  • Cooper Financial Group's IBM position peaked at $3M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.