CIA
IBM icon

Caerus Investment Advisors’s IBM IBM Stock Holding History

Caerus Investment 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 		$664K Buy
2,360
+942
+66% +$237K 0.22% 85
2026
Q1 		$344K Buy
1,418
+373
+36% +$101K 0.14% 144
2025
Q4 		$310K Buy
1,045
+21
+2% +$6.29K 0.1% 215
2025
Q3 		$289K Buy
+1,024
New +$268K 0.12% 200

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Caerus Investment Advisors's IBM Position: Q2 2026 in Review

Caerus Investment Advisors increased its IBM (IBM) stake by 66% in Q2 2026, buying an estimated $237K and bringing the position to 2,360 shares worth $664K. The position accounts for 0.22% of the portfolio, ranked #85.

Caerus Investment Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. 3,634 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Caerus Investment Advisors held 2,360 shares of IBM worth $664K as of Q2 2026.
  • Caerus Investment Advisors bought 942 IBM shares in Q2 2026, an estimated $237K.
  • IBM made up 0.22% of Caerus Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • Caerus Investment Advisors first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • 3,634 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.