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Morton Capital Management’s IBM IBM Stock Holding History

Morton Capital Management’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 		$653K Sell
2,322
-23
-1% -$5.79K 0.09% 70
2026
Q1 		$568K Buy
2,345
+93
+4% +$25.2K 0.08% 65
2025
Q4 		$667K Buy
2,252
+22
+1% +$6.59K 0.1% 60
2025
Q3 		$629K Buy
2,230
+18
+0.8% +$4.71K 0.1% 59
2025
Q2 		$652K Buy
2,212
+153
+7% +$39.4K 0.12% 60
2025
Q1 		$512K Buy
2,059
+122
+6% +$29.8K 0.1% 67
2024
Q4 		$426K Buy
1,937
+70
+4% +$15.6K 0.08% 77
2024
Q3 		$413K Buy
1,867
+5
+0.3% +$980 0.08% 73
2024
Q2 		$322K Buy
1,862
+89
+5% +$15.5K 0.08% 74
2024
Q1 		$339K Buy
1,773
+63
+4% +$11.5K 0.09% 73
2023
Q4 		$280K Buy
1,710
+54
+3% +$8.16K 0.08% 79
2023
Q3 		$232K Hold
1,656
– – 0.08% 80
2023
Q2 		$222K Hold
1,656
– – 0.08% 86
2023
Q1 		$217K Hold
1,656
– – 0.08% 85
2022
Q4 		$233K Buy
+1,656
New +$228K 0.09% 74
2022
Q3 		– Sell
-1,656
Closed -$234K – 82
2022
Q2 		$234K Sell
1,656
-4
-0.2% -$540 0.1% 76
2022
Q1 		$216K Sell
1,660
-163
-9% -$21.3K 0.09% 77
2021
Q4 		$244K Buy
+1,823
New +$229K 0.1% 79

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Morton Capital Management's IBM Position: Q2 2026 in Review

Morton Capital Management reduced its IBM (IBM) stake by 0.98% in Q2 2026, selling an estimated $5.79K and leaving 2,322 shares worth $653K. The position accounts for 0.09% of the portfolio, ranked #70.

Morton Capital Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $667K in Q4 2025. 1,124 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Morton Capital Management held 2,322 shares of IBM worth $653K as of Q2 2026.
  • Morton Capital Management sold 23 IBM shares in Q2 2026, an estimated $5.79K.
  • IBM made up 0.09% of Morton Capital Management's portfolio in Q2 2026, its #70 holding.
  • Morton Capital Management first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Morton Capital Management's IBM position peaked at $667K in Q4 2025.
  • 1,124 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.