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Cove Private Wealth’s IBM IBM Stock Holding History

Cove Private Wealth’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 		$548K Buy
1,949
+14
+0.7% +$3.53K 0.11% 141
2026
Q1 		$469K Hold
1,935
– – 0.11% 125
2025
Q4 		$573K Buy
1,935
+611
+46% +$183K 0.17% 101
2025
Q3 		$374K Hold
1,324
– – 0.12% 118
2025
Q2 		$390K Buy
+1,324
New +$341K 0.14% 116

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cove Private Wealth's IBM Position: Q2 2026 in Review

Cove Private Wealth increased its IBM (IBM) stake by 0.72% in Q2 2026, buying an estimated $3.53K and bringing the position to 1,949 shares worth $548K. The position accounts for 0.11% of the portfolio, ranked #141.

Cove Private Wealth first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $573K in Q4 2025. 1,783 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cove Private Wealth held 1,949 shares of IBM worth $548K as of Q2 2026.
  • Cove Private Wealth bought 14 IBM shares in Q2 2026, an estimated $3.53K.
  • IBM made up 0.11% of Cove Private Wealth's portfolio in Q2 2026, its #141 holding.
  • Cove Private Wealth first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Cove Private Wealth's IBM position peaked at $573K in Q4 2025.
  • 1,783 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.