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North Capital’s IBM IBM Stock Holding History

North Capital’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 		$421K Buy
1,496
+12
+0.8% +$3.02K 0.32% 52
2026
Q1 		$360K Hold
1,484
– – 0.3% 53
2025
Q4 		$439K Hold
1,484
– – 0.38% 40
2025
Q3 		$419K Buy
1,484
+1
+0.1% +$262 0.32% 41
2025
Q2 		$437K Hold
1,483
– – 0.38% 35
2025
Q1 		$369K Buy
+1,483
New +$363K 0.35% 40

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

North Capital's IBM Position: Q2 2026 in Review

North Capital increased its IBM (IBM) stake by 0.81% in Q2 2026, buying an estimated $3.02K and bringing the position to 1,496 shares worth $421K. The position accounts for 0.32% of the portfolio, ranked #52.

North Capital first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $439K in Q4 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • North Capital held 1,496 shares of IBM worth $421K as of Q2 2026.
  • North Capital bought 12 IBM shares in Q2 2026, an estimated $3.02K.
  • IBM made up 0.32% of North Capital's portfolio in Q2 2026, its #52 holding.
  • North Capital first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • North Capital's IBM position peaked at $439K in Q4 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.