Intrinsic Edge Capital Management’s Corning GLW Stock Holding History

Intrinsic Edge Capital Management’s Portfolio GLW Stock Details GLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.3M	Buy	149,122 +3,000	+2%	+$362K	3.36%	2
2025 Q4	$12.8M	Sell	146,122 -99,853	-41%	-$8.6M	2.28%	9
2025 Q3	$20.2M	Sell	245,975 -32,736	-12%	-$2.14M	2.81%	3
2025 Q2	$14.7M	Buy	+278,711	New	+$13M	2.05%	11
2025 Q1	–	Sell	-374,135	Closed	-$17.8M	–	90
2024 Q4	$17.8M	Buy	+374,135	New	+$17.7M	2.16%	7

Other funds holding GLW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Intrinsic Edge Capital Management's GLW Position: Q1 2026 in Review

Intrinsic Edge Capital Management increased its Corning (GLW) stake by 2.1% in Q1 2026, buying an estimated $362K and bringing the position to 149,122 shares worth $20.3M. The position accounts for 3.36% of the portfolio, ranked #2.

Intrinsic Edge Capital Management first reported a position in GLW in Q4 2024 and has held it in 5 quarters since. 2,243 funds tracked by Wall St. Rank hold GLW as of Q1 2026.

Intrinsic Edge Capital Management held 149,122 shares of Corning worth $20.3M as of Q1 2026.
Intrinsic Edge Capital Management bought 3,000 Corning shares in Q1 2026, an estimated $362K.
Corning made up 3.36% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #2 holding.
Intrinsic Edge Capital Management first reported a position in Corning in Q4 2024 and has held it in 5 quarters since.
2,243 funds tracked by Wall St. Rank held Corning as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.