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Cahill Financial Advisors’s IBM IBM Stock Holding History

Cahill Financial 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
Q1 		$710K Sell
2,928
-32
-1% -$8.66K 0.08% 150
2025
Q4 		$877K Sell
2,960
-364
-11% -$109K 0.1% 137
2025
Q3 		$938K Sell
3,324
-794
-19% -$208K 0.11% 130
2025
Q2 		$1.21M Sell
4,118
-357
-8% -$92K 0.15% 102
2025
Q1 		$1.11M Sell
4,475
-41
-0.9% -$10K 0.15% 106
2024
Q4 		$993K Sell
4,516
-770
-15% -$171K 0.13% 118
2024
Q3 		$1.17M Sell
5,286
-347
-6% -$68K 0.16% 101
2024
Q2 		$974K Sell
5,633
-481
-8% -$83.6K 0.13% 125
2024
Q1 		$1.17M Sell
6,114
-1,219
-17% -$222K 0.16% 111
2023
Q4 		$1.2M Sell
7,333
-2,644
-27% -$400K 0.18% 106
2023
Q3 		$1.4M Sell
9,977
-786
-7% -$112K 0.23% 89
2023
Q2 		$1.44M Buy
10,763
+780
+8% +$101K 0.23% 90
2023
Q1 		$1.31M Sell
9,983
-1,342
-12% -$180K 0.23% 97
2022
Q4 		$1.6M Sell
11,325
-1,318
-10% -$182K 0.31% 72
2022
Q3 		$1.5M Buy
12,643
+299
+2% +$39.2K 0.32% 72
2022
Q2 		$1.74M Buy
12,344
+632
+5% +$85.3K 0.37% 65
2022
Q1 		$1.52M Buy
11,712
+425
+4% +$55.4K 0.29% 80
2021
Q4 		$1.51M Sell
11,287
-300
-3% -$37.6K 0.29% 80
2021
Q3 		$1.54M Buy
11,587
+641
+6% +$85.7K 0.32% 69
2021
Q2 		$1.53M Sell
10,946
-50
-0.5% -$6.84K 0.35% 69
2021
Q1 		$1.4M Buy
10,996
+961
+10% +$115K 0.34% 67
2020
Q4 		$1.21M Sell
10,035
-19
-0.2% -$2.2K 0.3% 70
2020
Q3 		$1.17M Buy
10,054
+323
+3% +$38K 0.42% 58
2020
Q2 		$1.12M Buy
9,731
+357
+4% +$41.5K 0.43% 55
2020
Q1 		$995K Buy
9,374
+2,576
+38% +$326K 0.46% 55
2019
Q4 		$872K Buy
6,798
+1,530
+29% +$199K 0.32% 79
2019
Q3 		$733K Buy
5,268
+770
+17% +$104K 0.29% 86
2019
Q2 		$593K Buy
4,498
+1,267
+39% +$166K 0.24% 92
2019
Q1 		$436K Buy
+3,231
New +$412K 0.18% 102

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cahill Financial Advisors's IBM Position: Q1 2026 in Review

Cahill Financial Advisors reduced its IBM (IBM) stake by 1.1% in Q1 2026, selling an estimated $8.66K and leaving 2,928 shares worth $710K. The position accounts for 0.08% of the portfolio, ranked #150.

Cahill Financial Advisors first reported a position in IBM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.74M in Q2 2022. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cahill Financial Advisors held 2,928 shares of IBM worth $710K as of Q1 2026.
  • Cahill Financial Advisors sold 32 IBM shares in Q1 2026, an estimated $8.66K.
  • IBM made up 0.08% of Cahill Financial Advisors's portfolio in Q1 2026, its #150 holding.
  • Cahill Financial Advisors first reported a position in IBM in Q1 2019 and has held it in 29 quarters since.
  • Cahill Financial Advisors's IBM position peaked at $1.74M in Q2 2022.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.