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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
Q2 		$921K Buy
3,277
+1
+0% +$252 0.07% 125
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cardiff Park Advisors's IBM Position: Q2 2026 in Review

Cardiff Park Advisors increased its IBM (IBM) stake by 0.03% in Q2 2026, buying an estimated $252 and bringing the position to 3,277 shares worth $921K. The position accounts for 0.07% of the portfolio, ranked #125.

Cardiff Park Advisors first reported a position in IBM in Q4 2021 and has held it in 12 quarters since. The position peaked at $968K in Q4 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cardiff Park Advisors held 3,277 shares of IBM worth $921K as of Q2 2026.
  • Cardiff Park Advisors bought 1 IBM share in Q2 2026, an estimated $252.
  • IBM made up 0.07% of Cardiff Park Advisors's portfolio in Q2 2026, its #125 holding.
  • Cardiff Park Advisors first reported a position in IBM in Q4 2021 and has held it in 12 quarters since.
  • Cardiff Park Advisors's IBM position peaked at $968K in Q4 2025.
  • 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.