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Northcape Wealth Management’s IBM IBM Stock Holding History

Northcape Wealth 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 		$5.19M Buy
18,471
+82
+0.4% +$20.7K 1.36% 21
2026
Q1 		$4.46M Buy
18,389
+8
+0% +$2.17K 1.22% 23
2025
Q4 		$5.44M Sell
18,381
-80
-0.4% -$24K 1.54% 16
2025
Q3 		$5.21M Buy
18,461
+44
+0.2% +$11.5K 1.52% 16
2025
Q2 		$5.43M Sell
18,417
-202
-1% -$52K 1.66% 15
2025
Q1 		$4.63M Sell
18,619
-1,392
-7% -$340K 1.49% 17
2024
Q4 		$4.4M Sell
20,011
-1,157
-5% -$258K 1.42% 20
2024
Q3 		$4.68M Sell
21,168
-40
-0.2% -$7.84K 1.53% 17
2024
Q2 		$3.67M Buy
21,208
+148
+0.7% +$25.7K 1.32% 24
2024
Q1 		$4.02M Buy
21,060
+6,126
+41% +$1.12M 1.47% 19
2023
Q4 		$2.44M Sell
14,934
-169
-1% -$25.5K 0.88% 41
2023
Q3 		$2.12M Buy
15,103
+295
+2% +$42K 0.81% 45
2023
Q2 		$1.98M Buy
14,808
+733
+5% +$94.6K 0.72% 50
2023
Q1 		$1.85M Buy
14,075
+8,085
+135% +$1.08M 0.67% 54
2022
Q4 		$844K Sell
5,990
-10,075
-63% -$1.39M 0.47% 54
2022
Q3 		$1.91M Buy
16,065
+4,336
+37% +$569K 0.68% 55
2022
Q2 		$1.66M Sell
11,729
-829
-7% -$112K 0.63% 53
2022
Q1 		$1.63M Buy
12,558
+5,861
+88% +$764K 0.48% 62
2021
Q4 		$895K Buy
+6,697
New +$840K 0.3% 67

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northcape Wealth Management's IBM Position: Q2 2026 in Review

Northcape Wealth Management increased its IBM (IBM) stake by 0.45% in Q2 2026, buying an estimated $20.7K and bringing the position to 18,471 shares worth $5.19M. The position accounts for 1.36% of the portfolio, ranked #21.

Northcape Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.44M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Northcape Wealth Management held 18,471 shares of IBM worth $5.19M as of Q2 2026.
  • Northcape Wealth Management bought 82 IBM shares in Q2 2026, an estimated $20.7K.
  • IBM made up 1.36% of Northcape Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Northcape Wealth Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Northcape Wealth Management's IBM position peaked at $5.44M in Q4 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.