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CoreCap Advisors’s IBM IBM Stock Holding History

CoreCap 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 		$10.8M Buy
38,392
+7,490
+24% +$1.89M 0.32% 59
2026
Q1 		$7.49M Buy
30,902
+1,957
+7% +$530K 0.25% 83
2025
Q4 		$8.57M Buy
28,945
+4,883
+20% +$1.46M 0.3% 60
2025
Q3 		$6.79M Sell
24,062
-1,133
-4% -$297K 0.25% 69
2025
Q2 		$7.43M Buy
25,195
+2,298
+10% +$592K 0.3% 64
2025
Q1 		$5.69M Sell
22,897
-2,800
-11% -$685K 0.25% 77
2024
Q4 		$5.65M Buy
25,697
+6,942
+37% +$1.55M 0.26% 65
2024
Q3 		$4.15M Buy
+18,755
New +$3.68M 0.2% 101
2024
Q2 		– Sell
-27,821
Closed -$5.31M – 2048
2024
Q1 		$5.31M Buy
27,821
+3,310
+14% +$604K 0.28% 62
2023
Q4 		$4.01M Buy
24,511
+6,351
+35% +$960K 0.26% 76
2023
Q3 		$2.55M Sell
18,160
-234
-1% -$33.3K 0.18% 114
2023
Q2 		$2.46M Buy
+18,394
New +$2.37M 0.18% 108
2022
Q4 		$3.97M Buy
28,186
+3,675
+15% +$507K 0.28% 66
2022
Q3 		$2.91M Buy
24,511
+8,977
+58% +$1.18M 0.24% 73
2022
Q2 		$2.19M Buy
15,534
+5,043
+48% +$681K 0.17% 97
2022
Q1 		$1.36M Sell
10,491
-3,319
-24% -$433K 0.09% 171
2021
Q4 		$1.85M Buy
+13,810
New +$1.73M 0.12% 138

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

CoreCap Advisors's IBM Position: Q2 2026 in Review

CoreCap Advisors increased its IBM (IBM) stake by 24% in Q2 2026, buying an estimated $1.89M and bringing the position to 38,392 shares worth $10.8M. The position accounts for 0.32% of the portfolio, ranked #59.

CoreCap Advisors first reported a position in IBM in Q4 2021 and has held it in 17 quarters since. 1,966 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CoreCap Advisors held 38,392 shares of IBM worth $10.8M as of Q2 2026.
  • CoreCap Advisors bought 7,490 IBM shares in Q2 2026, an estimated $1.89M.
  • IBM made up 0.32% of CoreCap Advisors's portfolio in Q2 2026, its #59 holding.
  • CoreCap Advisors first reported a position in IBM in Q4 2021 and has held it in 17 quarters since.
  • 1,966 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.