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NorthCrest Asset Manangement’s IBM IBM Stock Holding History

NorthCrest Asset Manangement’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 		$21.7M Buy
73,319
+3,239
+5% +$816K 0.56% 38
2026
Q1 		$17.4M Sell
70,080
-20,805
-23% -$5.63M 0.54% 45
2025
Q4 		$26.8M Buy
90,885
+2,581
+3% +$773K 0.6% 37
2025
Q3 		$25.9M Sell
88,304
-3,533
-4% -$925K 0.62% 37
2025
Q2 		$26.8M Buy
91,837
+300
+0.3% +$77.3K 0.72% 34
2025
Q1 		$22.8M Buy
91,537
+4,741
+5% +$1.16M 0.69% 39
2024
Q4 		$19.1M Buy
86,796
+100
+0.1% +$22.3K 0.57% 47
2024
Q3 		$19.2M Buy
86,696
+3,128
+4% +$613K 0.58% 47
2024
Q2 		$14.5M Buy
83,568
+1,888
+2% +$328K 0.48% 65
2024
Q1 		$15.6M Buy
81,680
+1,088
+1% +$198K 0.53% 61
2023
Q4 		$13.2M Buy
80,592
+11,938
+17% +$1.8M 0.5% 68
2023
Q3 		$9.63M Sell
68,654
-393
-0.6% -$55.9K 0.39% 82
2023
Q2 		$9.24M Buy
69,047
+29
+0% +$3.74K 0.37% 89
2023
Q1 		$9.05M Buy
69,018
+12,616
+22% +$1.69M 0.38% 89
2022
Q4 		$7.95M Sell
56,402
-1,833
-3% -$253K 0.45% 79
2022
Q3 		$6.92M Buy
58,235
+1,716
+3% +$225K 0.37% 96
2022
Q2 		$7.98M Buy
56,519
+2,568
+5% +$347K 0.41% 91
2022
Q1 		$7.01M Buy
53,951
+2,924
+6% +$381K 0.33% 102
2021
Q4 		$6.82M Buy
+51,027
New +$6.4M 0.37% 87

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement's IBM Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its IBM (IBM) stake by 4.6% in Q2 2026, buying an estimated $816K and bringing the position to 73,319 shares worth $21.7M. The position accounts for 0.56% of the portfolio, ranked #38.

NorthCrest Asset Manangement first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $26.8M in Q2 2025. 1,720 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • NorthCrest Asset Manangement held 73,319 shares of IBM worth $21.7M as of Q2 2026.
  • NorthCrest Asset Manangement bought 3,239 IBM shares in Q2 2026, an estimated $816K.
  • IBM made up 0.56% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #38 holding.
  • NorthCrest Asset Manangement first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's IBM position peaked at $26.8M in Q2 2025.
  • 1,720 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.