Cascade Investment Group’s IBM IBM Stock Holding History

Cascade Investment Group’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	$2.1M	Buy	7,466 +95	+1%	+$23.9K	1.18%	17
2026 Q1	$1.79M	Buy	7,371 +29	+0.4%	+$7.85K	1.18%	16
2025 Q4	$2.17M	Buy	7,342 +219	+3%	+$65.6K	1.45%	14
2025 Q3	$2.01M	Buy	7,123 +1,579	+28%	+$413K	1.33%	16
2025 Q2	$1.63M	Buy	5,544 +96	+2%	+$24.7K	1.14%	22
2025 Q1	$1.35M	Sell	5,448 -660	-11%	-$161K	1.04%	27
2024 Q4	$1.34M	Buy	6,108 +189	+3%	+$42.1K	0.96%	28
2024 Q3	$1.31M	Sell	5,919 -61	-1%	-$12K	0.96%	29
2024 Q2	$1.03M	Sell	5,980 -561	-9%	-$97.5K	0.81%	34
2024 Q1	$1.25M	Buy	6,541 +93	+1%	+$17K	0.93%	32
2023 Q4	$1.05M	Sell	6,448 -49	-0.8%	-$7.4K	0.85%	36
2023 Q3	$912K	Sell	6,497 -85	-1%	-$12.1K	0.86%	33
2023 Q2	$881K	Buy	6,582 +133	+2%	+$17.2K	0.81%	33
2023 Q1	$845K	Buy	6,449 +725	+13%	+$97K	0.83%	33
2022 Q4	$806K	Buy	+5,724	New	+$790K	0.84%	33

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

Cascade Investment Group's IBM Position: Q2 2026 in Review

Cascade Investment Group increased its IBM (IBM) stake by 1.3% in Q2 2026, buying an estimated $23.9K and bringing the position to 7,466 shares worth $2.1M. The position accounts for 1.18% of the portfolio, ranked #17.

Cascade Investment Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.17M in Q4 2025. 1,915 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Cascade Investment Group held 7,466 shares of IBM worth $2.1M as of Q2 2026.
Cascade Investment Group bought 95 IBM shares in Q2 2026, an estimated $23.9K.
IBM made up 1.18% of Cascade Investment Group's portfolio in Q2 2026, its #17 holding.
Cascade Investment Group first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
Cascade Investment Group's IBM position peaked at $2.17M in Q4 2025.
1,915 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.