Two Point Capital Management’s Corning GLW Stock Holding History

Two Point Capital 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 Q1	$5.18M	Sell	38,110 -21,835	-36%	-$2.63M	2.26%	20
2025 Q4	$5.25M	Sell	59,945 -505	-0.8%	-$43.5K	2.13%	21
2025 Q3	$4.96M	Sell	60,450 -611	-1%	-$39.9K	1.99%	18
2025 Q2	$3.21M	Buy	+61,061	New	+$2.86M	1.37%	23
2024 Q4	$3.82M	Sell	74,134 -1,794	-2%	-$85K	1.37%	23
2024 Q3	$3.43M	Buy	75,928 +656	+0.9%	+$27.6K	1.25%	23
2024 Q2	$2.92M	Buy	75,272 +200	+0.3%	+$6.99K	1.18%	23
2024 Q1	$2.47M	Sell	75,072 -1,335	-2%	-$42.5K	1.02%	24
2023 Q4	$2.33M	Sell	76,407 -259	-0.3%	-$7.41K	1.06%	23
2023 Q3	$2.34M	Buy	76,666 +216	+0.3%	+$7.06K	1.29%	21
2023 Q2	$2.68M	Buy	76,450 +497	+0.7%	+$16.3K	1.4%	21
2023 Q1	$2.68M	Buy	75,953 +126	+0.2%	+$4.38K	1.58%	20
2022 Q4	$2.42M	Buy	+75,827	New	+$2.46M	1.56%	20

Other funds holding GLW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Two Point Capital Management's GLW Position: Q1 2026 in Review

Two Point Capital Management reduced its Corning (GLW) stake by 36% in Q1 2026, selling an estimated $2.63M and leaving 38,110 shares worth $5.18M. The position accounts for 2.26% of the portfolio, ranked #20.

Two Point Capital Management first reported a position in GLW in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.25M in Q4 2025. 2,243 funds tracked by Wall St. Rank hold GLW as of Q1 2026.

Two Point Capital Management held 38,110 shares of Corning worth $5.18M as of Q1 2026.
Two Point Capital Management sold 21,835 Corning shares in Q1 2026, an estimated $2.63M.
Corning made up 2.26% of Two Point Capital Management's portfolio in Q1 2026, its #20 holding.
Two Point Capital Management first reported a position in Corning in Q4 2022 and has held it in 13 quarters since.
Two Point Capital Management's Corning position peaked at $5.25M in Q4 2025.
2,243 funds tracked by Wall St. Rank held Corning as of Q1 2026.

Based on Two Point Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.