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Cape Ann Savings Bank’s IBM IBM Stock Holding History

Cape Ann Savings Bank’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 		$1.26M Sell
4,479
-10
-0.2% -$2.52K 0.59% 43
2026
Q1 		$1.09M Buy
4,489
+75
+2% +$20.3K 0.55% 44
2025
Q4 		$1.31M Buy
4,414
+1,895
+75% +$568K 0.67% 38
2025
Q3 		$711K Buy
+2,519
New +$659K 0.38% 51

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Cape Ann Savings Bank's IBM Position: Q2 2026 in Review

Cape Ann Savings Bank reduced its IBM (IBM) stake by 0.22% in Q2 2026, selling an estimated $2.52K and leaving 4,479 shares worth $1.26M. The position accounts for 0.59% of the portfolio, ranked #43.

Cape Ann Savings Bank first reported a position in IBM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2025. 2,289 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cape Ann Savings Bank held 4,479 shares of IBM worth $1.26M as of Q2 2026.
  • Cape Ann Savings Bank sold 10 IBM shares in Q2 2026, an estimated $2.52K.
  • IBM made up 0.59% of Cape Ann Savings Bank's portfolio in Q2 2026, its #43 holding.
  • Cape Ann Savings Bank first reported a position in IBM in Q3 2025 and has held it in 4 quarters since.
  • Cape Ann Savings Bank's IBM position peaked at $1.31M in Q4 2025.
  • 2,289 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.