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WinCap Financial’s IBM IBM Stock Holding History

WinCap Financial’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 		$1.15M Buy
4,099
+180
+5% +$45.4K 0.62% 40
2026
Q1 		$950K Buy
3,919
+224
+6% +$60.6K 0.63% 42
2025
Q4 		$1.09M Sell
3,695
-28
-0.8% -$8.39K 0.75% 37
2025
Q3 		$1.05M Buy
3,723
+132
+4% +$34.6K 0.73% 38
2025
Q2 		$1.06M Sell
3,591
-25
-0.7% -$6.44K 0.85% 34
2025
Q1 		$899K Buy
3,616
+272
+8% +$66.5K 0.85% 40
2024
Q4 		$735K Buy
+3,344
New +$745K 0.75% 45

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

WinCap Financial's IBM Position: Q2 2026 in Review

WinCap Financial increased its IBM (IBM) stake by 4.6% in Q2 2026, buying an estimated $45.4K and bringing the position to 4,099 shares worth $1.15M. The position accounts for 0.62% of the portfolio, ranked #40.

WinCap Financial first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • WinCap Financial held 4,099 shares of IBM worth $1.15M as of Q2 2026.
  • WinCap Financial bought 180 IBM shares in Q2 2026, an estimated $45.4K.
  • IBM made up 0.62% of WinCap Financial's portfolio in Q2 2026, its #40 holding.
  • WinCap Financial first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.