Canandaigua National Corp’s IBM IBM Stock Holding History

Canandaigua National Corp’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	$7.09M	Buy	+29,244	New	+$7.91M	0.63%	33
2022 Q4	$4.63M	Sell	32,858 -34	-0.1%	-$4.69K	0.79%	35
2022 Q3	$3.91M	Buy	32,892 +4,971	+18%	+$652K	0.69%	40
2022 Q2	$3.94M	Buy	27,921 +375	+1%	+$50.6K	0.7%	43
2022 Q1	$3.58M	Buy	27,546 +480	+2%	+$62.6K	0.54%	57
2021 Q4	$3.62M	Sell	27,066 -3,978	-13%	-$499K	0.53%	54
2021 Q3	$4.12M	Buy	31,044 +3,794	+14%	+$507K	0.67%	46
2021 Q2	$3.82M	Sell	27,250 -641	-2%	-$87.7K	0.62%	50
2021 Q1	$3.55M	Buy	27,891 +39	+0.1%	+$4.67K	0.6%	53
2020 Q4	$3.35M	Sell	27,852 -7,137	-20%	-$825K	0.59%	52
2020 Q3	$4.07M	Sell	34,989 -2,021	-5%	-$238K	0.72%	43
2020 Q2	$4.27M	Buy	+37,010	New	+$4.3M	0.78%	43

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Canandaigua National Corp's IBM Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in IBM (IBM) in Q1 2026: 29,244 shares worth $7.09M. The stake represents 0.63% of the portfolio and ranks #33 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in IBM as recently as Q4 2022.

Canandaigua National Corp first reported a position in IBM in Q2 2020 and has held it in 12 quarters since. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Canandaigua National Corp held 29,244 shares of IBM worth $7.09M as of Q1 2026.
IBM was a new Canandaigua National Corp position in Q1 2026.
IBM made up 0.63% of Canandaigua National Corp's portfolio in Q1 2026, its #33 holding.
Canandaigua National Corp first reported a position in IBM in Q2 2020 and has held it in 12 quarters since.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.