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Shore Point Advisors’s IBM IBM Stock Holding History

Shore Point 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 		$265K Sell
940
-18
-2% -$4.54K 0.09% 65
2026
Q1 		$232K Buy
958
+18
+2% +$4.87K 0.09% 73
2025
Q4 		$279K Hold
940
– – 0.12% 64
2025
Q3 		$265K Buy
+940
New +$246K 0.12% 65
2022
Q1 		– Sell
-64
Closed -$9K – 104
2021
Q4 		$9K Buy
+64
New +$8.03K 0.01% 129

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Shore Point Advisors's IBM Position: Q2 2026 in Review

Shore Point Advisors reduced its IBM (IBM) stake by 1.9% in Q2 2026, selling an estimated $4.54K and leaving 940 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #65.

Shore Point Advisors first reported a position in IBM in Q4 2021 and has held it in 5 quarters since. The position peaked at $279K in Q4 2025. 682 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Shore Point Advisors held 940 shares of IBM worth $265K as of Q2 2026.
  • Shore Point Advisors sold 18 IBM shares in Q2 2026, an estimated $4.54K.
  • IBM made up 0.09% of Shore Point Advisors's portfolio in Q2 2026, its #65 holding.
  • Shore Point Advisors first reported a position in IBM in Q4 2021 and has held it in 5 quarters since.
  • Shore Point Advisors's IBM position peaked at $279K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.