Cambridge Financial Group (Arizona)’s IBM IBM Stock Holding History

Cambridge Financial Group (Arizona)’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	$475K	Sell	1,688 -52	-3%	-$13.1K	0.15%	102
2026 Q1	$422K	Sell	1,740 -281	-14%	-$76K	0.14%	113
2025 Q4	$512K	Buy	2,021 +41	+2%	+$12.3K	0.18%	96
2025 Q3	$559K	Buy	1,980 +219	+12%	+$57.3K	0.18%	94
2025 Q2	$519K	Hold	1,761	–	–	0.19%	79
2025 Q1	$436K	Buy	1,761 +100	+6%	+$24.5K	0.18%	90
2024 Q4	$365K	Hold	1,661	–	–	0.16%	91
2024 Q3	$367K	Sell	1,661 -25	-1%	-$4.9K	0.15%	90
2024 Q2	$292K	Buy	1,686 +25	+2%	+$4.34K	0.13%	103
2024 Q1	$317K	Sell	1,661 -255	-13%	-$46.5K	0.15%	93
2023 Q4	$313K	Buy	+1,916	New	+$290K	0.16%	90

Other funds holding IBM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s IBM Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its IBM (IBM) stake by 3% in Q2 2026, selling an estimated $13.1K and leaving 1,688 shares worth $475K. The position accounts for 0.15% of the portfolio, ranked #102.

Cambridge Financial Group (Arizona) first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $559K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Cambridge Financial Group (Arizona) held 1,688 shares of IBM worth $475K as of Q2 2026.
Cambridge Financial Group (Arizona) sold 52 IBM shares in Q2 2026, an estimated $13.1K.
IBM made up 0.15% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #102 holding.
Cambridge Financial Group (Arizona) first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s IBM position peaked at $559K in Q3 2025.
1,112 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.