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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
Q2 		$790K Sell
2,809
-119
-4% -$30K 0.08% 148
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 $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 $3.38T AUM 44.17% 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

Cahill Financial Advisors's IBM Position: Q2 2026 in Review

Cahill Financial Advisors reduced its IBM (IBM) stake by 4.1% in Q2 2026, selling an estimated $30K and leaving 2,809 shares worth $790K. The position accounts for 0.08% of the portfolio, ranked #148.

Cahill Financial Advisors first reported a position in IBM in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.74M in Q2 2022. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cahill Financial Advisors held 2,809 shares of IBM worth $790K as of Q2 2026.
  • Cahill Financial Advisors sold 119 IBM shares in Q2 2026, an estimated $30K.
  • IBM made up 0.08% of Cahill Financial Advisors's portfolio in Q2 2026, its #148 holding.
  • Cahill Financial Advisors first reported a position in IBM in Q1 2019 and has held it in 30 quarters since.
  • Cahill Financial Advisors's IBM position peaked at $1.74M in Q2 2022.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.