CP
IBM icon

Castleview Partners’s IBM IBM Stock Holding History

Castleview 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 		$707K Buy
2,513
+592
+31% +$149K 0.31% 76
2026
Q1 		$466K Buy
1,921
+230
+14% +$62.2K 0.24% 100
2025
Q4 		$501K Buy
1,691
+246
+17% +$73.7K 0.25% 91
2025
Q3 		$408K Buy
1,445
+108
+8% +$28.3K 0.22% 96
2025
Q2 		$394K Buy
1,337
+65
+5% +$16.7K 0.25% 97
2025
Q1 		$316K Sell
1,272
-336
-21% -$82.2K 0.21% 123
2024
Q4 		$354K Buy
1,608
+86
+6% +$19.2K 0.19% 129
2024
Q3 		$336K Buy
1,522
+55
+4% +$10.8K 0.19% 125
2024
Q2 		$254K Sell
1,467
-74
-5% -$12.9K 0.14% 143
2024
Q1 		$294K Buy
1,541
+239
+18% +$43.6K 0.16% 140
2023
Q4 		$213K Buy
1,302
+401
+45% +$60.6K 0.15% 133
2023
Q3 		$126K Sell
901
-4
-0.4% -$569 0.12% 149
2023
Q2 		$121K Sell
905
-858
-49% -$111K 0.11% 165
2023
Q1 		$231K Buy
1,763
+62
+4% +$8.29K 0.2% 114
2022
Q4 		$240K Buy
1,701
+7
+0.4% +$966 0.23% 102
2022
Q3 		$201K Buy
1,694
+1,593
+1,577% +$209K 0.19% 114
2022
Q2 		$4.86K Sell
101
-3,866
-97% -$522K ﹤0.01% 542
2022
Q1 		$515K Sell
3,967
-474,669
-99% -$61.9M 0.32% 59
2021
Q4 		$3.58K Buy
+478,636
New +$60M 0.03% 200
2021
Q2 		$272K Buy
+1,941
New +$265K 0.12% 180
2018
Q1 		$873K Buy
+5,949
New +$900K 0.72% 34

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Castleview Partners's IBM Position: Q2 2026 in Review

Castleview Partners increased its IBM (IBM) stake by 31% in Q2 2026, buying an estimated $149K and bringing the position to 2,513 shares worth $707K. The position accounts for 0.31% of the portfolio, ranked #76.

Castleview Partners first reported a position in IBM in Q1 2018 and has held it in 21 quarters since. The position peaked at $873K in Q1 2018. 744 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Castleview Partners held 2,513 shares of IBM worth $707K as of Q2 2026.
  • Castleview Partners bought 592 IBM shares in Q2 2026, an estimated $149K.
  • IBM made up 0.31% of Castleview Partners's portfolio in Q2 2026, its #76 holding.
  • Castleview Partners first reported a position in IBM in Q1 2018 and has held it in 21 quarters since.
  • Castleview Partners's IBM position peaked at $873K in Q1 2018.
  • 744 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.