Courier Capital’s IBM IBM Stock Holding History

Courier Capital’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	$9.61M	Sell	34,160 -124	-0.4%	-$31.2K	0.48%	50
2026 Q1	$8.31M	Buy	34,284 +935	+3%	+$253K	0.46%	54
2025 Q4	$9.88M	Sell	33,349 -626	-2%	-$187K	0.55%	43
2025 Q3	$9.59M	Buy	33,975 +589	+2%	+$154K	0.55%	39
2025 Q2	$9.84M	Sell	33,386 -5,332	-14%	-$1.37M	0.6%	38
2025 Q1	$9.63M	Buy	38,718 +43	+0.1%	+$10.5K	0.63%	36
2024 Q4	$8.5M	Sell	38,675 -10,777	-22%	-$2.4M	0.59%	38
2024 Q3	$10.9M	Buy	49,452 +1,630	+3%	+$320K	0.75%	30
2024 Q2	$8.27M	Sell	47,822 -30	-0.1%	-$5.21K	0.66%	37
2024 Q1	$9.14M	Sell	47,852 -1,161	-2%	-$212K	0.66%	40
2023 Q4	$8.02M	Sell	49,013 -740	-1%	-$112K	0.61%	41
2023 Q3	$6.98M	Buy	49,753 +121	+0.2%	+$17.2K	0.58%	45
2023 Q2	$6.64M	Buy	49,632 +25,920	+109%	+$3.35M	0.52%	47
2023 Q1	$3.11M	Sell	23,712 -638	-3%	-$85.4K	0.34%	61
2022 Q4	$3.43M	Sell	24,350 -257	-1%	-$35.5K	0.4%	61
2022 Q3	$2.92M	Buy	24,607 +57	+0.2%	+$7.48K	0.36%	67
2022 Q2	$3.47M	Sell	24,550 -234	-0.9%	-$31.6K	0.41%	59
2022 Q1	$3.22M	Buy	24,784 +695	+3%	+$90.6K	0.32%	72
2021 Q4	$3.22M	Sell	24,089 -1,511	-6%	-$190K	0.3%	78
2021 Q3	$3.4M	Sell	25,600 -158	-0.6%	-$21.1K	0.32%	71
2021 Q2	$3.61M	Sell	25,758 -1,077	-4%	-$147K	0.34%	67
2021 Q1	$3.42M	Sell	26,835 -403	-1%	-$48.2K	0.35%	66
2020 Q4	$3.28M	Sell	27,238 -10	-0%	-$1.16K	0.36%	64
2020 Q3	$2.97M	Sell	27,248 -652	-2%	-$76.8K	0.36%	66
2020 Q2	$3.19M	Sell	27,900 -1,311	-4%	-$152K	0.41%	58
2020 Q1	$3.26M	Sell	29,211 -789	-3%	-$99.8K	0.48%	47
2019 Q4	$3.92M	Buy	30,000 +255	+0.9%	+$33.1K	0.46%	50
2019 Q3	$4.04M	Sell	29,745 -62	-0.2%	-$8.36K	0.53%	46
2019 Q2	$3.93M	Buy	29,807 +116	+0.4%	+$15.2K	0.5%	48
2019 Q1	$4M	Sell	29,691 -5,904	-17%	-$753K	0.52%	47
2018 Q4	$3.87M	Sell	35,595 -2,343	-6%	-$281K	0.57%	45
2018 Q3	$5.48M	Buy	37,938 +239	+0.6%	+$33.4K	0.67%	35
2018 Q2	$5.04M	Buy	37,699 +180	+0.5%	+$25.1K	0.65%	37
2018 Q1	$5.5M	Sell	37,519 -23,823	-39%	-$3.6M	0.73%	34
2017 Q4	$9M	Buy	61,342 +9,540	+18%	+$1.39M	1.16%	20
2017 Q3	$7.18M	Buy	51,802 +30,703	+146%	+$4.28M	1%	26
2017 Q2	$3.1M	Sell	21,099 -604	-3%	-$91.1K	0.53%	42
2017 Q1	$3.61M	Buy	21,703 +281	+1%	+$47.1K	0.64%	31
2016 Q4	$3.4M	Buy	21,422 +2	+0%	+$305	0.65%	30
2016 Q3	$3.25M	Sell	21,420 -1,051	-5%	-$159K	0.64%	35
2016 Q2	$3.26M	Buy	22,471 +754	+3%	+$108K	0.65%	34
2016 Q1	$3.14M	Buy	21,717 +929	+4%	+$119K	0.65%	34
2015 Q4	$2.73M	Buy	20,788 +141	+0.7%	+$18.9K	0.59%	44
2015 Q3	$2.86M	Buy	20,647 +14	+0.1%	+$2.07K	0.63%	34
2015 Q2	$3.21M	Buy	20,633 +61	+0.3%	+$9.8K	0.65%	32
2015 Q1	$3.16M	Sell	20,572 -888	-4%	-$135K	0.62%	35
2014 Q4	$3.29M	Buy	21,460 +1,100	+5%	+$175K	0.66%	35
2014 Q3	$3.69M	Sell	20,360 -1,209	-6%	-$220K	0.75%	28
2014 Q2	$3.74M	Buy	21,569 +212	+1%	+$38.2K	0.74%	27
2014 Q1	$3.93M	Sell	21,357 -181	-0.8%	-$31.9K	0.81%	26
2013 Q4	$3.86M	Sell	21,538 -631	-3%	-$109K	0.82%	27
2013 Q3	$3.92M	Buy	22,169 +1,386	+7%	+$252K	0.9%	25
2013 Q2	$3.8M	Buy	+20,783	New	+$4.05M	0.95%	25

Other funds holding IBM

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Courier Capital's IBM Position: Q2 2026 in Review

Courier Capital reduced its IBM (IBM) stake by 0.36% in Q2 2026, selling an estimated $31.2K and leaving 34,160 shares worth $9.61M. The position accounts for 0.48% of the portfolio, ranked #50.

Courier Capital first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.9M in Q3 2024. 1,724 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Courier Capital held 34,160 shares of IBM worth $9.61M as of Q2 2026.
Courier Capital sold 124 IBM shares in Q2 2026, an estimated $31.2K.
IBM made up 0.48% of Courier Capital's portfolio in Q2 2026, its #50 holding.
Courier Capital first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
Courier Capital's IBM position peaked at $10.9M in Q3 2024.
1,724 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.