Cache Advisors’s IBM IBM Stock Holding History

Cache 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	$390K	Hold	1,387	–	–	0.03%	116
2026 Q1	$336K	Hold	1,387	–	–	0.04%	95
2025 Q4	$411K	Hold	1,387	–	–	0.05%	92
2025 Q3	$391K	Hold	1,387	–	–	0.07%	77
2025 Q2	$409K	Hold	1,387	–	–	0.11%	71
2025 Q1	$345K	Hold	1,387	–	–	0.13%	65
2024 Q4	$305K	Buy	+1,387	New	+$309K	0.13%	64

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cache Advisors's IBM Position: Q2 2026 in Review

Cache Advisors held its IBM (IBM) position steady in Q2 2026 at 1,387 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #116.

Cache Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $411K in Q4 2025. 984 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Cache Advisors held 1,387 shares of IBM worth $390K as of Q2 2026.
Cache Advisors left its IBM share count unchanged in Q2 2026.
IBM made up 0.03% of Cache Advisors's portfolio in Q2 2026, its #116 holding.
Cache Advisors first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
Cache Advisors's IBM position peaked at $411K in Q4 2025.
984 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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