Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s IBM IBM Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
Q1 		$149M Buy
614,710
+305,759
+99% +$82.7M 0.24% 83
2025
Q4 		$91.5M Sell
308,951
-154,661
-33% -$46.3M 0.15% 123
2025
Q3 		$131M Buy
463,612
+410,537
+774% +$107M 0.24% 75
2025
Q2 		$15.6M Buy
53,075
+26,051
+96% +$6.71M 0.03% 327
2025
Q1 		$6.72M Sell
27,024
-800,976
-97% -$196M 0.01% 450
2024
Q4 		$182M Buy
828,000
+808,300
+4,103% +$180M 0.38% 55
2024
Q3 		$4.36M Buy
+19,700
New +$3.86M 0.01% 511
2024
Q1 		– Sell
-200,000
Closed -$32.7M – 1042
2023
Q4 		$32.7M Buy
+200,000
New +$30.2M 0.11% 127
2022
Q4 		– Sell
-29,408
Closed -$3.49M – 1510
2022
Q3 		$3.49M Sell
29,408
-1,585
-5% -$208K 0.02% 519
2022
Q2 		$4.38M Sell
30,993
-45,530
-59% -$6.15M 0.02% 482
2022
Q1 		$9.95M Sell
76,523
-247,317
-76% -$32.3M 0.03% 318
2021
Q4 		$43.3M Buy
323,840
+122,673
+61% +$15.4M 0.09% 172
2021
Q3 		$26.7M Buy
201,167
+131,064
+187% +$17.5M 0.07% 191
2021
Q2 		$9.82M Buy
70,103
+58,283
+493% +$7.97M 0.02% 419
2021
Q1 		$1.51M Hold
11,820
– – ﹤0.01% 855
2020
Q4 		$1.42M Sell
11,820
-86
-0.7% -$9.94K ﹤0.01% 877
2020
Q3 		$1.39M Buy
11,906
+11,820
+13,744% +$1.39M 0.01% 443
2020
Q2 		$10K Sell
86
-313,882
-100% -$36.5M ﹤0.01% 794
2020
Q1 		$33.3M Buy
313,968
+155,159
+98% +$19.6M 0.36% 58
2019
Q4 		$20.4M Buy
+158,809
New +$20.6M 0.09% 164

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's IBM Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its IBM (IBM) stake by 99% in Q1 2026, buying an estimated $82.7M and bringing the position to 614,710 shares worth $149M. The position accounts for 0.24% of the portfolio, ranked #83.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in IBM in Q4 2019 and has held it in 20 quarters since. The position peaked at $182M in Q4 2024. 3,476 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 614,710 shares of IBM worth $149M as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 305,759 IBM shares in Q1 2026, an estimated $82.7M.
  • IBM made up 0.24% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #83 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in IBM in Q4 2019 and has held it in 20 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's IBM position peaked at $182M in Q4 2024.
  • 3,476 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.