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Prosperity Capital Advisors’s IBM IBM Stock Holding History

Prosperity Capital Advisors’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 		$2.67M Sell
9,491
-226
-2% -$56.9K 0.13% 113
2026
Q1 		$2.36M Sell
9,717
-423
-4% -$114K 0.13% 106
2025
Q4 		$3M Buy
10,140
+406
+4% +$122K 0.18% 89
2025
Q3 		$2.75M Buy
9,734
+148
+2% +$38.7K 0.16% 105
2025
Q2 		$2.83M Sell
9,586
-501
-5% -$129K 0.18% 96
2025
Q1 		$2.53M Sell
10,087
-400
-4% -$97.8K 0.2% 82
2024
Q4 		$2.31M Buy
10,487
+2,780
+36% +$619K 0.19% 91
2024
Q3 		$1.7M Sell
7,707
-1
-0% -$196 0.15% 113
2024
Q2 		$1.33M Sell
7,708
-3,405
-31% -$592K 0.15% 106
2024
Q1 		$2.12M Buy
11,113
+5,059
+84% +$923K 0.25% 68
2023
Q4 		$990K Sell
6,054
-137
-2% -$20.7K 0.11% 103
2023
Q3 		$869K Buy
6,191
+3,636
+142% +$517K 0.11% 99
2023
Q2 		$342K Sell
2,555
-135
-5% -$17.4K 0.05% 179
2023
Q1 		$353K Buy
2,690
+5
+0.2% +$669 0.05% 153
2022
Q4 		$378K Buy
+2,685
New +$370K 0.12% 118

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Prosperity Capital Advisors's IBM Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its IBM (IBM) stake by 2.3% in Q2 2026, selling an estimated $56.9K and leaving 9,491 shares worth $2.67M. The position accounts for 0.13% of the portfolio, ranked #113.

Prosperity Capital Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Prosperity Capital Advisors held 9,491 shares of IBM worth $2.67M as of Q2 2026.
  • Prosperity Capital Advisors sold 226 IBM shares in Q2 2026, an estimated $56.9K.
  • IBM made up 0.13% of Prosperity Capital Advisors's portfolio in Q2 2026, its #113 holding.
  • Prosperity Capital Advisors first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's IBM position peaked at $3M in Q4 2025.
  • 1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.