FCG Investment Company’s IBM IBM Stock Holding History

FCG Investment Company’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	$580K	Sell	2,063 -277	-12%	-$69.8K	0.2%	80
2026 Q1	$567K	Buy	+2,340	New	+$633K	0.25%	70
2025 Q3	$1.29M	Sell	4,580 -4,761	-51%	-$1.25M	0.61%	45
2025 Q2	$2.75M	Buy	9,341 +4,017	+75%	+$1.03M	1.44%	16
2025 Q1	$1.32M	Buy	5,324 +2,853	+115%	+$698K	0.83%	42
2024 Q4	$543K	Hold	2,471	–	–	0.33%	62
2024 Q3	$546K	Sell	2,471 -70	-3%	-$13.7K	0.36%	66
2024 Q2	$439K	Sell	2,541 -10	-0.4%	-$1.74K	0.33%	73
2024 Q1	$487K	Sell	2,551 -6,850	-73%	-$1.25M	0.39%	75
2023 Q4	$1.54M	Buy	+9,401	New	+$1.42M	1.51%	19

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

FCG Investment Company's IBM Position: Q2 2026 in Review

FCG Investment Company reduced its IBM (IBM) stake by 12% in Q2 2026, selling an estimated $69.8K and leaving 2,063 shares worth $580K. The position accounts for 0.2% of the portfolio, ranked #80.

FCG Investment Company first reported a position in IBM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.75M in Q2 2025. 1,487 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

FCG Investment Company held 2,063 shares of IBM worth $580K as of Q2 2026.
FCG Investment Company sold 277 IBM shares in Q2 2026, an estimated $69.8K.
IBM made up 0.2% of FCG Investment Company's portfolio in Q2 2026, its #80 holding.
FCG Investment Company first reported a position in IBM in Q4 2023 and has held it in 10 quarters since.
FCG Investment Company's IBM position peaked at $2.75M in Q2 2025.
1,487 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.