Cassia Capital Partners’s IBM IBM Stock Holding History

Cassia Capital 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	$1.14M	Buy	4,683 +3,908	+504%	+$1.06M	0.58%	46
2025 Q4	$230K	Buy	+775	New	+$232K	0.12%	61

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassia Capital Partners's IBM Position: Q1 2026 in Review

Cassia Capital Partners increased its IBM (IBM) stake by 504% in Q1 2026, buying an estimated $1.06M and bringing the position to 4,683 shares worth $1.14M. The position accounts for 0.58% of the portfolio, ranked #46.

Cassia Capital Partners first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Cassia Capital Partners held 4,683 shares of IBM worth $1.14M as of Q1 2026.
Cassia Capital Partners bought 3,908 IBM shares in Q1 2026, an estimated $1.06M.
IBM made up 0.58% of Cassia Capital Partners's portfolio in Q1 2026, its #46 holding.
Cassia Capital Partners first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cassia Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.