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Sandy Cove Advisors’s IBM IBM Stock Holding History

Sandy Cove 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 		$1.17M Buy
4,144
+842
+25% +$212K 0.29% 47
2026
Q1 		$800K Buy
3,302
+31
+0.9% +$8.39K 0.24% 58
2025
Q4 		$969K Buy
3,271
+107
+3% +$32K 0.29% 52
2025
Q3 		$893K Buy
3,164
+25
+0.8% +$6.54K 0.29% 53
2025
Q2 		$925K Sell
3,139
-7
-0.2% -$1.8K 0.33% 48
2025
Q1 		$782K Buy
3,146
+123
+4% +$30.1K 0.31% 50
2024
Q4 		$665K Buy
3,023
+118
+4% +$26.3K 0.26% 55
2024
Q3 		$642K Buy
2,905
+66
+2% +$12.9K 0.26% 56
2024
Q2 		$491K Sell
2,839
-81
-3% -$14.1K 0.22% 65
2024
Q1 		$558K Sell
2,920
-89
-3% -$16.2K 0.26% 60
2023
Q4 		$492K Buy
3,009
+353
+13% +$53.3K 0.25% 64
2023
Q3 		$373K Sell
2,656
-57
-2% -$8.11K 0.22% 80
2023
Q2 		$363K Buy
+2,713
New +$350K 0.21% 84
2022
Q2 		– Sell
-21
Closed -$3K – 216
2022
Q1 		$3K Hold
21
– – ﹤0.01% 373
2021
Q4 		$3K Buy
+21
New +$2.63K ﹤0.01% 341

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Sandy Cove Advisors's IBM Position: Q2 2026 in Review

Sandy Cove Advisors increased its IBM (IBM) stake by 25% in Q2 2026, buying an estimated $212K and bringing the position to 4,144 shares worth $1.17M. The position accounts for 0.29% of the portfolio, ranked #47.

Sandy Cove Advisors first reported a position in IBM in Q4 2021 and has held it in 15 quarters since. 906 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Sandy Cove Advisors held 4,144 shares of IBM worth $1.17M as of Q2 2026.
  • Sandy Cove Advisors bought 842 IBM shares in Q2 2026, an estimated $212K.
  • IBM made up 0.29% of Sandy Cove Advisors's portfolio in Q2 2026, its #47 holding.
  • Sandy Cove Advisors first reported a position in IBM in Q4 2021 and has held it in 15 quarters since.
  • 906 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.