CA
IBM icon

Cambridge Advisors’s IBM IBM Stock Holding History

Cambridge 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 		$382K Hold
1,360
– – 0.07% 139
2026
Q1 		$330K Sell
1,360
-125
-8% -$33.8K 0.06% 144
2025
Q4 		$440K Hold
1,485
– – 0.08% 125
2025
Q3 		$419K Sell
1,485
-35
-2% -$9.16K 0.08% 126
2025
Q2 		$448K Buy
1,520
+35
+2% +$9.02K 0.09% 121
2025
Q1 		$369K Hold
1,485
– – 0.08% 129
2024
Q4 		$326K Hold
1,485
– – 0.07% 135
2024
Q3 		$328K Hold
1,485
– – 0.07% 139
2024
Q2 		$257K Sell
1,485
-45
-3% -$7.82K 0.06% 152
2024
Q1 		$292K Sell
1,530
-30
-2% -$5.47K 0.07% 145
2023
Q4 		$255K Buy
1,560
+41
+3% +$6.2K 0.06% 149
2023
Q3 		$213K Sell
1,519
-250
-14% -$35.6K 0.06% 157
2023
Q2 		$237K Sell
1,769
-455
-20% -$58.7K 0.06% 154
2023
Q1 		$292K Buy
2,224
+155
+7% +$20.7K 0.07% 152
2022
Q4 		$292K Sell
2,069
-355
-15% -$49K 0.08% 145
2022
Q3 		$288K Sell
2,424
-1,395
-37% -$183K 0.08% 139
2022
Q2 		$539K Buy
3,819
+350
+10% +$47.2K 0.15% 108
2022
Q1 		$451K Sell
3,469
-26
-0.7% -$3.39K 0.11% 127
2021
Q4 		$467K Sell
3,495
-736
-17% -$92.3K 0.11% 129
2021
Q3 		$562K Hold
4,231
– – 0.14% 108
2021
Q2 		$593K Hold
4,231
– – 0.14% 100
2021
Q1 		$539K Sell
4,231
-1,203
-22% -$144K 0.14% 103
2020
Q4 		$654K Hold
5,434
– – 0.18% 86
2020
Q3 		$632K Hold
5,434
– – 0.19% 81
2020
Q2 		$627K Sell
5,434
-784
-13% -$91.1K 0.2% 81
2020
Q1 		$659K Sell
6,218
-63
-1% -$7.97K 0.24% 72
2019
Q4 		$805K Hold
6,281
– – 0.25% 71
2019
Q3 		$873K Hold
6,281
– – 0.29% 62
2019
Q2 		$828K Sell
6,281
-89
-1% -$11.7K 0.27% 68
2019
Q1 		$859K Sell
6,370
-209
-3% -$26.6K 0.29% 63
2018
Q4 		$715K Sell
6,579
-79
-1% -$9.48K 0.27% 68
2018
Q3 		$962K Sell
6,658
-52
-0.8% -$7.27K 0.32% 55
2018
Q2 		$896K Sell
6,710
-52
-0.8% -$7.25K 0.32% 59
2018
Q1 		$992K Hold
6,762
– – 0.36% 55
2017
Q4 		$992K Sell
6,762
-47
-0.7% -$6.83K 0.36% 55
2017
Q3 		$944K Sell
6,809
-105
-2% -$14.6K 0.36% 52
2017
Q2 		$1.02M Buy
6,914
+481
+7% +$72.5K 0.41% 47
2017
Q1 		$1.07M Sell
6,433
-42
-0.6% -$7.04K 0.44% 48
2016
Q4 		$1.03M Buy
6,475
+94
+1% +$14.3K 0.45% 50
2016
Q3 		$969K Buy
6,381
+27
+0.4% +$4.1K 0.43% 54
2016
Q2 		$922K Sell
6,354
-346
-5% -$49.5K 0.42% 53
2016
Q1 		$970K Hold
6,700
– – 0.45% 49
2015
Q4 		$881K Sell
6,700
-585
-8% -$78.6K 0.5% 53
2015
Q3 		$1.01M Sell
7,285
-299
-4% -$44.2K 0.6% 43
2015
Q2 		$1.18M Sell
7,584
-66,278
-90% -$10.7M 0.66% 36
2015
Q1 		$2.21M Buy
73,862
+65,902
+828% +$10M 1.28% 18
2014
Q4 		$1.22M Buy
+7,960
New +$1.27M 0.75% 36

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Advisors's IBM Position: Q2 2026 in Review

Cambridge Advisors held its IBM (IBM) position steady in Q2 2026 at 1,360 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #139.

Cambridge Advisors first reported a position in IBM in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.21M in Q1 2015. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cambridge Advisors held 1,360 shares of IBM worth $382K as of Q2 2026.
  • Cambridge Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.07% of Cambridge Advisors's portfolio in Q2 2026, its #139 holding.
  • Cambridge Advisors first reported a position in IBM in Q4 2014 and has held it in 47 quarters since.
  • Cambridge Advisors's IBM position peaked at $2.21M in Q1 2015.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.