Cardiff Park Advisors’s IBM IBM Stock Holding History

Cardiff Park 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 Q1	$794K	Buy	3,276 +8	+0.2%	+$2.17K	0.06%	137
2025 Q4	$968K	Hold	3,268	–	–	0.08%	121
2025 Q3	$922K	Sell	3,268 -13	-0.4%	-$3.4K	0.07%	130
2025 Q2	$967K	Sell	3,281 -17	-0.5%	-$4.38K	0.08%	121
2025 Q1	$820K	Sell	3,298 -44	-1%	-$10.8K	0.08%	122
2024 Q4	$735K	Sell	3,342 -20	-0.6%	-$4.45K	0.07%	130
2024 Q3	$743K	Buy	+3,362	New	+$659K	0.07%	123
2022 Q4	–	Sell	-2,490	Closed	-$296K	–	321
2022 Q3	$296K	Sell	2,490 -36	-1%	-$4.72K	0.05%	187
2022 Q2	$357K	Buy	2,526 +711	+39%	+$96K	0.05%	172
2022 Q1	$236K	Buy	1,815 +16	+0.9%	+$2.09K	0.03%	210
2021 Q4	$241K	Buy	+1,799	New	+$226K	0.03%	214

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

Cardiff Park Advisors's IBM Position: Q1 2026 in Review

Cardiff Park Advisors increased its IBM (IBM) stake by 0.24% in Q1 2026, buying an estimated $2.17K and bringing the position to 3,276 shares worth $794K. The position accounts for 0.06% of the portfolio, ranked #137.

Cardiff Park Advisors first reported a position in IBM in Q4 2021 and has held it in 11 quarters since. The position peaked at $968K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Cardiff Park Advisors held 3,276 shares of IBM worth $794K as of Q1 2026.
Cardiff Park Advisors bought 8 IBM shares in Q1 2026, an estimated $2.17K.
IBM made up 0.06% of Cardiff Park Advisors's portfolio in Q1 2026, its #137 holding.
Cardiff Park Advisors first reported a position in IBM in Q4 2021 and has held it in 11 quarters since.
Cardiff Park Advisors's IBM position peaked at $968K in Q4 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.