Cottonwood Capital Advisors’s IBM IBM Stock Holding History

Cottonwood 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	$458K	Hold	1,630	–	–	0.28%	67
2026 Q1	$395K	Hold	1,630	–	–	0.28%	71
2025 Q4	$483K	Hold	1,630	–	–	0.34%	58
2025 Q3	$460K	Sell	1,630 -10	-0.6%	-$2.62K	0.34%	59
2025 Q2	$483K	Hold	1,640	–	–	0.32%	66
2025 Q1	$408K	Hold	1,640	–	–	0.3%	74
2024 Q4	$361K	Sell	1,640 -15	-0.9%	-$3.34K	0.26%	82
2024 Q3	$366K	Sell	1,655 -12	-0.7%	-$2.35K	0.27%	76
2024 Q2	$294K	Hold	1,667	–	–	0.23%	87
2024 Q1	$302K	Hold	1,667	–	–	0.24%	85
2023 Q4	$273K	Sell	1,667 -341	-17%	-$51.5K	0.22%	94
2023 Q3	$282K	Buy	2,008 +327	+19%	+$46.5K	0.26%	82
2023 Q2	$225K	Sell	1,681 -6	-0.4%	-$774	0.21%	81
2023 Q1	$221K	Sell	1,687 -2	-0.1%	-$268	0.2%	84
2022 Q4	$238K	Sell	1,689 -12	-0.7%	-$1.66K	0.21%	79
2022 Q3	$202K	Hold	1,701	–	–	0.19%	83
2022 Q2	$240K	Sell	1,701 -11	-0.6%	-$1.49K	0.22%	76
2022 Q1	$223K	Hold	1,712	–	–	0.18%	91
2021 Q4	$229K	Buy	+1,712	New	+$215K	0.18%	93

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

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

Cottonwood Capital Advisors held its IBM (IBM) position steady in Q2 2026 at 1,630 shares worth $458K. The position accounts for 0.28% of the portfolio, ranked #67.

Cottonwood Capital Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $483K in Q2 2025. 1,944 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Cottonwood Capital Advisors held 1,630 shares of IBM worth $458K as of Q2 2026.
Cottonwood Capital Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.28% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #67 holding.
Cottonwood Capital Advisors first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
Cottonwood Capital Advisors's IBM position peaked at $483K in Q2 2025.
1,944 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.