Northern Capital Management (Washington)’s IBM IBM Stock Holding History

Northern Capital Management (Washington)’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	$327K	Buy	1,163 +1	+0.1%	+$252	0.14%	41
2026 Q1	$282K	Buy	1,162 +1	+0.1%	+$271	0.14%	41
2025 Q4	$344K	Sell	1,161 -1	-0.1%	-$299	0.18%	36
2025 Q3	$328K	Buy	1,162 +2	+0.2%	+$524	0.18%	32
2025 Q2	$342K	Buy	1,160 +3	+0.3%	+$773	0.2%	32
2025 Q1	$288K	Buy	1,157 +1	+0.1%	+$245	0.19%	32
2024 Q4	$254K	Sell	1,156 -185	-14%	-$41.2K	0.16%	32
2024 Q3	$296K	Buy	+1,341	New	+$263K	0.19%	29
2024 Q2	–	Sell	-1,151	Closed	-$220K	–	40
2024 Q1	$220K	Buy	+1,151	New	+$210K	0.15%	34

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Northern Capital Management (Washington)'s IBM Position: Q2 2026 in Review

Northern Capital Management (Washington) increased its IBM (IBM) stake by 0.09% in Q2 2026, buying an estimated $252 and bringing the position to 1,163 shares worth $327K. The position accounts for 0.14% of the portfolio, ranked #41.

Northern Capital Management (Washington) first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $344K in Q4 2025. 1,131 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Northern Capital Management (Washington) held 1,163 shares of IBM worth $327K as of Q2 2026.
Northern Capital Management (Washington) bought 1 IBM share in Q2 2026, an estimated $252.
IBM made up 0.14% of Northern Capital Management (Washington)'s portfolio in Q2 2026, its #41 holding.
Northern Capital Management (Washington) first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
Northern Capital Management (Washington)'s IBM position peaked at $344K in Q4 2025.
1,131 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Northern Capital Management (Washington)'s 13F filing for Q2 2026, filed 21 Jul 2026.