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Cary Street Partners Investment Advisory’s IBM IBM Stock Holding History

Cary Street Partners Investment Advisory’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 		$647K Sell
2,300
-56
-2% -$14.1K 0.13% 161
2026
Q1 		$571K Sell
2,356
-176
-7% -$47.6K 0.15% 155
2025
Q4 		$750K Buy
2,532
+805
+47% +$241K 0.2% 122
2025
Q3 		$487K Sell
1,727
-27
-2% -$7.07K 0.2% 112
2025
Q2 		$517K Buy
1,754
+312
+22% +$80.4K 0.25% 96
2025
Q1 		$359K Buy
1,442
+484
+51% +$118K 0.21% 125
2024
Q4 		$211K Sell
958
-28,408
-97% -$6.33M 0.14% 172
2024
Q3 		$6.49M Sell
29,366
-159
-0.5% -$31.2K 0.24% 105
2024
Q2 		$5.11M Buy
29,525
+1,017
+4% +$177K 0.21% 125
2024
Q1 		$5.44M Sell
28,508
-4
-0% -$730 0.23% 122
2023
Q4 		$4.66M Sell
28,512
-380
-1% -$57.4K 0.22% 127
2023
Q3 		$4.05M Buy
28,892
+13,354
+86% +$1.9M 0.22% 129
2023
Q2 		$2.08M Buy
15,538
+407
+3% +$52.5K 0.13% 173
2023
Q1 		$1.98M Buy
15,131
+262
+2% +$35.1K 0.14% 167
2022
Q4 		$2.09M Buy
14,869
+270
+2% +$37.2K 0.15% 154
2022
Q3 		$1.74M Buy
14,599
+1,861
+15% +$244K 0.14% 164
2022
Q2 		$1.8M Buy
12,738
+8,455
+197% +$1.14M 0.15% 151
2022
Q1 		$557K Buy
4,283
+335
+8% +$43.7K 0.15% 144
2021
Q4 		$528K Buy
3,948
+130
+3% +$16.3K 0.15% 148
2021
Q3 		$507K Buy
3,818
+645
+20% +$86.2K 0.17% 133
2021
Q2 		$444K Buy
3,173
+768
+32% +$105K 0.14% 147
2021
Q1 		$306K Sell
2,405
-14,146
-85% -$1.69M 0.13% 162
2020
Q4 		$1.99M Sell
16,551
-16,840
-50% -$1.95M 0.38% 63
2020
Q3 		$3.88M Buy
+33,391
New +$3.93M 0.82% 34

Other funds holding IBM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Cary Street Partners Investment Advisory's IBM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its IBM (IBM) stake by 2.4% in Q2 2026, selling an estimated $14.1K and leaving 2,300 shares worth $647K. The position accounts for 0.13% of the portfolio, ranked #161.

Cary Street Partners Investment Advisory first reported a position in IBM in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.49M in Q3 2024. 2,304 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,300 shares of IBM worth $647K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 56 IBM shares in Q2 2026, an estimated $14.1K.
  • IBM made up 0.13% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #161 holding.
  • Cary Street Partners Investment Advisory first reported a position in IBM in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's IBM position peaked at $6.49M in Q3 2024.
  • 2,304 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.