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COWA LLC’s IBM IBM Stock Holding History

COWA LLC’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 		$1.31M Sell
4,676
-40
-0.8% -$10.1K 0.33% 49
2026
Q1 		$1.14M Buy
4,716
+12
+0.3% +$3.25K 0.31% 52
2025
Q4 		$1.39M Buy
4,704
+134
+3% +$40.1K 0.42% 40
2025
Q3 		$1.29M Sell
4,570
-155
-3% -$40.6K 0.43% 44
2025
Q2 		$1.39M Buy
4,725
+172
+4% +$44.3K 0.53% 42
2025
Q1 		$1.13M Sell
4,553
-48
-1% -$11.7K 0.48% 44
2024
Q4 		$1.01M Sell
4,601
-379
-8% -$84.4K 0.47% 45
2024
Q3 		$1.1M Buy
4,980
+1
+0% +$196 0.52% 42
2024
Q2 		$861K Sell
4,979
-800
-14% -$139K 0.46% 47
2024
Q1 		$1.1M Buy
5,779
+2
+0% +$365 0.65% 33
2023
Q4 		$945K Buy
5,777
+1
+0% +$151 0.59% 33
2023
Q3 		$810K Buy
5,776
+32
+0.6% +$4.55K 0.55% 37
2023
Q2 		$769K Buy
5,744
+449
+8% +$57.9K 0.51% 41
2023
Q1 		$694K Sell
5,295
-26
-0.5% -$3.48K 0.57% 43
2022
Q4 		$758K Sell
5,321
-69
-1% -$9.52K 0.47% 46
2022
Q3 		$641K Buy
5,390
+1
+0% +$131 0.42% 51
2022
Q2 		$761K Buy
5,389
+624
+13% +$84.2K 0.44% 49
2022
Q1 		$620K Sell
4,765
-73
-2% -$9.52K 0.31% 63
2021
Q4 		$647K Buy
4,838
+177
+4% +$22.2K 0.33% 55
2021
Q3 		$619K Buy
4,661
+55
+1% +$7.35K 0.35% 54
2021
Q2 		$647K Buy
4,606
+2
+0% +$273 0.4% 48
2021
Q1 		$597K Buy
4,604
+482
+12% +$57.7K 0.36% 54
2020
Q4 		$501K Buy
+4,122
New +$476K 0.38% 55

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

COWA LLC's IBM Position: Q2 2026 in Review

COWA LLC reduced its IBM (IBM) stake by 0.85% in Q2 2026, selling an estimated $10.1K and leaving 4,676 shares worth $1.31M. The position accounts for 0.33% of the portfolio, ranked #49.

COWA LLC first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q4 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • COWA LLC held 4,676 shares of IBM worth $1.31M as of Q2 2026.
  • COWA LLC sold 40 IBM shares in Q2 2026, an estimated $10.1K.
  • IBM made up 0.33% of COWA LLC's portfolio in Q2 2026, its #49 holding.
  • COWA LLC first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • COWA LLC's IBM position peaked at $1.39M in Q4 2025.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.