Cary Street Partners’s IBM IBM Stock Holding History

Cary Street Partners’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	$8.28M	Buy	29,451 +1,386	+5%	+$349K	0.18%	130
2026 Q1	$6.8M	Sell	28,065 -332	-1%	-$89.8K	0.17%	135
2025 Q4	$8.41M	Buy	28,397 +3,045	+12%	+$912K	0.21%	118
2025 Q3	$7.15M	Sell	25,352 -833	-3%	-$218K	0.19%	132
2025 Q2	$7.72M	Sell	26,185 -1,805	-6%	-$465K	0.22%	110
2025 Q1	$6.96M	Sell	27,990 -162	-0.6%	-$39.6K	0.22%	112
2024 Q4	$6.19M	Buy	+28,152	New	+$6.27M	0.2%	113

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Cary Street Partners increased its IBM (IBM) stake by 4.9% in Q2 2026, buying an estimated $349K and bringing the position to 29,451 shares worth $8.28M. The position accounts for 0.18% of the portfolio, ranked #130.

Cary Street Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.41M in Q4 2025. 1,994 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Cary Street Partners held 29,451 shares of IBM worth $8.28M as of Q2 2026.
Cary Street Partners bought 1,386 IBM shares in Q2 2026, an estimated $349K.
IBM made up 0.18% of Cary Street Partners's portfolio in Q2 2026, its #130 holding.
Cary Street Partners first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's IBM position peaked at $8.41M in Q4 2025.
1,994 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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