Telemark Asset Management’s Corning GLW Stock Holding History

Telemark Asset Management’s Portfolio GLW Stock Details GLW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.1M	Sell	165,000 -35,000	-18%	-$6.37M	3.05%	8
2026 Q1	$27.2M	Hold	200,000	–	–	2.51%	11
2025 Q4	$17.5M	Sell	200,000 -40,000	-17%	-$3.45M	1.75%	18
2025 Q3	$19.7M	Hold	240,000	–	–	1.87%	22
2025 Q2	$12.6M	Buy	240,000 +40,000	+20%	+$1.87M	1.15%	27
2025 Q1	$9.16M	Sell	200,000 -200,000	-50%	-$9.88M	1.2%	33
2024 Q4	$19M	Hold	400,000	–	–	1.9%	16
2024 Q3	$18.1M	Sell	400,000 -100,000	-20%	-$4.21M	1.82%	15
2024 Q2	$19.4M	Buy	+500,000	New	+$17.5M	1.69%	19
2019 Q2	–	Sell	-300,000	Closed	-$9.93M	–	45
2019 Q1	$9.93M	Buy	+300,000	New	+$9.84M	1.25%	25

Other funds holding GLW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Telemark Asset Management's GLW Position: Q2 2026 in Review

Telemark Asset Management reduced its Corning (GLW) stake by 18% in Q2 2026, selling an estimated $6.37M and leaving 165,000 shares worth $42.1M. The position accounts for 3.05% of the portfolio, ranked #8.

Telemark Asset Management first reported a position in GLW in Q1 2019 and has held it in 10 quarters since. 2,675 funds tracked by Wall St. Rank hold GLW as of Q2 2026.

Telemark Asset Management held 165,000 shares of Corning worth $42.1M as of Q2 2026.
Telemark Asset Management sold 35,000 Corning shares in Q2 2026, an estimated $6.37M.
Corning made up 3.05% of Telemark Asset Management's portfolio in Q2 2026, its #8 holding.
Telemark Asset Management first reported a position in Corning in Q1 2019 and has held it in 10 quarters since.
2,675 funds tracked by Wall St. Rank held Corning as of Q2 2026.

Based on Telemark Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.