Cambridge Investment Research Advisors’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$90.3M Sell
321,180
-2,625
-0.8% -$661K 0.2% 87
2026
Q1
$78.5M Sell
323,805
-156
-0% -$42.2K 0.2% 94
2025
Q4
$96M Buy
323,961
+18,891
+6% +$5.66M 0.25% 69
2025
Q3
$86.1M Buy
305,070
+33,483
+12% +$8.76M 0.24% 72
2025
Q2
$80.1M Buy
271,587
+6,020
+2% +$1.55M 0.24% 69
2025
Q1
$66M Buy
265,567
+6,304
+2% +$1.54M 0.22% 80
2024
Q4
$57M Buy
259,263
+1,983
+0.8% +$442K 0.19% 96
2024
Q3
$56.9M Buy
257,280
+6,103
+2% +$1.2M 0.19% 95
2024
Q2
$43.4M Buy
251,177
+6,953
+3% +$1.21M 0.16% 113
2024
Q1
$46.6M Buy
244,224
+12,877
+6% +$2.35M 0.18% 102
2023
Q4
$37.8M Buy
231,347
+3,631
+2% +$549K 0.16% 115
2023
Q3
$31.9M Buy
227,716
+11,501
+5% +$1.64M 0.15% 125
2023
Q2
$28.9M Buy
216,215
+10,394
+5% +$1.34M 0.13% 151
2023
Q1
$27M Sell
205,821
-3,726
-2% -$498K 0.13% 156
2022
Q4
$29.5M Sell
209,547
-874
-0.4% -$121K 0.15% 134
2022
Q3
$25M Buy
210,421
+1,331
+0.6% +$175K 0.14% 146
2022
Q2
$29.5M Buy
209,090
+816
+0.4% +$110K 0.16% 130
2022
Q1
$27.1M Buy
208,274
+12,704
+6% +$1.66M 0.12% 173
2021
Q4
$26.1M Sell
195,570
-12,672
-6% -$1.59M 0.12% 185
2021
Q3
$27.7M Buy
208,242
+4,040
+2% +$540K 0.14% 160
2021
Q2
$28.6M Buy
204,202
+13,022
+7% +$1.78M 0.14% 151
2021
Q1
$24.4M Buy
191,180
+9,740
+5% +$1.17M 0.13% 164
2020
Q4
$21.8M Sell
181,440
-2,128
-1% -$246K 0.13% 162
2020
Q3
$21.4M Sell
183,568
-21,239
-10% -$2.5M 0.14% 153
2020
Q2
$23.6M Sell
204,807
-5,498
-3% -$639K 0.18% 121
2020
Q1
$22.3M Buy
210,305
+17,475
+9% +$2.21M 0.21% 97
2019
Q4
$24.7M Buy
192,830
+6,883
+4% +$895K 0.19% 111
2019
Q3
$25.9M Buy
185,947
+8,508
+5% +$1.15M 0.23% 94
2019
Q2
$23.4M Buy
177,439
+12,635
+8% +$1.66M 0.21% 102
2019
Q1
$22.2M Buy
164,804
+36,947
+29% +$4.71M 0.21% 96
2018
Q4
$13.9M Sell
127,857
-19,727
-13% -$2.37M 0.15% 140
2018
Q3
$21.3M Sell
147,584
-2,646
-2% -$370K 0.2% 107
2018
Q2
$20.1M Buy
150,230
+1,460
+1% +$204K 0.21% 101
2018
Q1
$21.8M Buy
148,770
+23,313
+19% +$3.53M 0.25% 91
2017
Q4
$18.4M Buy
125,457
+927
+0.7% +$135K 0.22% 100
2017
Q3
$17.3M Buy
124,530
+2,589
+2% +$361K 0.23% 85
2017
Q2
$17.9M Sell
121,941
-8,511
-7% -$1.28M 0.26% 78
2017
Q1
$21.7M Buy
130,452
+17,118
+15% +$2.87M 0.37% 49
2016
Q4
$18M Buy
113,334
+9,686
+9% +$1.48M 0.34% 57
2016
Q3
$15.7M Buy
103,648
+7,933
+8% +$1.2M 0.29% 69
2016
Q2
$13.9M Buy
95,715
+14,972
+19% +$2.14M 0.29% 70
2016
Q1
$11.7M Buy
80,743
+6,810
+9% +$870K 0.26% 74
2015
Q4
$9.73M Sell
73,933
-3,646
-5% -$490K 0.23% 95
2015
Q3
$10.8M Buy
77,579
+3,307
+4% +$488K 0.31% 65
2015
Q2
$11.6M Buy
74,272
+135
+0.2% +$21.7K 0.32% 66
2015
Q1
$11.4M Buy
74,137
+4,934
+7% +$748K 0.32% 57
2014
Q4
$10.6M Sell
69,203
-4,261
-6% -$678K 0.33% 61
2014
Q3
$13.3M Sell
73,464
-1,920
-3% -$350K 0.39% 51
2014
Q2
$13.1M Buy
75,384
+1,301
+2% +$234K 0.46% 44
2014
Q1
$13.6M Buy
74,083
+7,956
+12% +$1.4M 0.52% 40
2013
Q4
$11.9M Buy
66,127
+3,845
+6% +$663K 0.49% 40
2013
Q3
$11M Buy
62,282
+1,654
+3% +$301K 0.48% 43
2013
Q2
$11.1M Buy
+60,628
New +$11.8M 0.56% 36

Other funds holding IBM

Cambridge Investment Research Advisors's IBM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its IBM (IBM) stake by 0.81% in Q2 2026, selling an estimated $661K and leaving 321,180 shares worth $90.3M. The position accounts for 0.2% of the portfolio, ranked #87.

Cambridge Investment Research Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $96M in Q4 2025. 3,610 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cambridge Investment Research Advisors held 321,180 shares of IBM worth $90.3M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,625 IBM shares in Q2 2026, an estimated $661K.
  • IBM made up 0.2% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #87 holding.
  • Cambridge Investment Research Advisors first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's IBM position peaked at $96M in Q4 2025.
  • 3,610 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.