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Purkiss Capital Advisors’s IBM IBM Stock Holding History

Purkiss 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 		$368K Buy
1,309
+26
+2% +$6.55K 0.14% 122
2026
Q1 		$311K Sell
1,283
-400
-24% -$108K 0.14% 126
2025
Q4 		$499K Buy
+1,683
New +$504K 0.23% 87
2025
Q3 		– Sell
-686
Closed -$202K – 173
2025
Q2 		$202K Buy
+686
New +$177K 0.11% 146

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

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

Purkiss Capital Advisors increased its IBM (IBM) stake by 2% in Q2 2026, buying an estimated $6.55K and bringing the position to 1,309 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #122.

Purkiss Capital Advisors first reported a position in IBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $499K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Purkiss Capital Advisors held 1,309 shares of IBM worth $368K as of Q2 2026.
  • Purkiss Capital Advisors bought 26 IBM shares in Q2 2026, an estimated $6.55K.
  • IBM made up 0.14% of Purkiss Capital Advisors's portfolio in Q2 2026, its #122 holding.
  • Purkiss Capital Advisors first reported a position in IBM in Q2 2025 and has held it in 4 quarters since.
  • Purkiss Capital Advisors's IBM position peaked at $499K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.