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Cascade Financial Partners’s IBM IBM Stock Holding History

Cascade Financial 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
Q1 		$1.65M Buy
6,807
+118
+2% +$31.9K 0.17% 89
2025
Q4 		$1.98M Buy
6,689
+214
+3% +$64.1K 0.2% 81
2025
Q3 		$1.83M Sell
6,475
-93
-1% -$24.3K 0.21% 85
2025
Q2 		$1.94M Hold
6,568
– – 0.23% 82
2025
Q1 		$1.63M Hold
6,568
– – 0.21% 84
2024
Q4 		$1.44M Sell
6,568
-866
-12% -$193K 0.19% 80
2024
Q3 		$1.73M Hold
7,434
– – 0.22% 71
2024
Q2 		$1.29M Buy
7,434
+400
+6% +$69.5K 0.17% 80
2024
Q1 		$1.28M Buy
+7,034
New +$1.28M 0.18% 80

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cascade Financial Partners's IBM Position: Q1 2026 in Review

Cascade Financial Partners increased its IBM (IBM) stake by 1.8% in Q1 2026, buying an estimated $31.9K and bringing the position to 6,807 shares worth $1.65M. The position accounts for 0.17% of the portfolio, ranked #89.

Cascade Financial Partners first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.98M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cascade Financial Partners held 6,807 shares of IBM worth $1.65M as of Q1 2026.
  • Cascade Financial Partners bought 118 IBM shares in Q1 2026, an estimated $31.9K.
  • IBM made up 0.17% of Cascade Financial Partners's portfolio in Q1 2026, its #89 holding.
  • Cascade Financial Partners first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • Cascade Financial Partners's IBM position peaked at $1.98M in Q4 2025.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.