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Cadent Capital Advisors’s IBM IBM Stock Holding History

Cadent Capital 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 		$330K Buy
1,173
+85
+8% +$21.4K 0.07% 153
2026
Q1 		$264K Buy
1,088
+3
+0.3% +$812 0.07% 162
2025
Q4 		$322K Sell
1,085
-8
-0.7% -$2.4K 0.08% 138
2025
Q3 		$308K Buy
+1,093
New +$286K 0.08% 150

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cadent Capital Advisors's IBM Position: Q2 2026 in Review

Cadent Capital Advisors increased its IBM (IBM) stake by 7.8% in Q2 2026, buying an estimated $21.4K and bringing the position to 1,173 shares worth $330K. The position accounts for 0.07% of the portfolio, ranked #153.

Cadent Capital Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 2,052 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cadent Capital Advisors held 1,173 shares of IBM worth $330K as of Q2 2026.
  • Cadent Capital Advisors bought 85 IBM shares in Q2 2026, an estimated $21.4K.
  • IBM made up 0.07% of Cadent Capital Advisors's portfolio in Q2 2026, its #153 holding.
  • Cadent Capital Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 2,052 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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