HCA
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Heck Capital Advisors’s IBM IBM Stock Holding History

Heck Capital Advisors’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 		$279K Buy
+993
New +$250K 0.02% 192
2026
Q1 		– Sell
-1,793
Closed -$531K – 222
2025
Q4 		$531K Buy
+1,793
New +$537K 0.04% 146
2025
Q2 		– Sell
-155
Closed -$38.5K – 214
2025
Q1 		$38.5K Hold
155
– – ﹤0.01% 172
2024
Q4 		$34.1K Hold
155
– – ﹤0.01% 168
2024
Q3 		$34.3K Hold
155
– – ﹤0.01% 167
2024
Q2 		$26.8K Hold
155
– – ﹤0.01% 167
2024
Q1 		$29.6K Hold
155
– – ﹤0.01% 167
2023
Q4 		$25.4K Hold
155
– – ﹤0.01% 161
2023
Q3 		$21.7K Buy
+155
New +$22.1K ﹤0.01% 159

Other funds holding IBM

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Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return