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CBIZ Investment Advisory Services’s IBM IBM Stock Holding History

CBIZ Investment Advisory Services’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 		$49.4K Sell
204
-204
-50% -$55.2K ﹤0.01% 92
2025
Q4 		$121K Buy
408
+121
+42% +$36.2K ﹤0.01% 77
2025
Q3 		$80.9K Sell
287
-70
-20% -$18.3K ﹤0.01% 91
2025
Q2 		$105K Buy
357
+44
+14% +$11.3K ﹤0.01% 76
2025
Q1 		$77.8K Buy
313
+107
+52% +$26.2K ﹤0.01% 90
2024
Q4 		$45.4K Buy
206
+9
+5% +$2K ﹤0.01% 116
2024
Q3 		$43.6K Buy
197
+68
+53% +$13.3K ﹤0.01% 117
2024
Q2 		$22.3K Hold
129
– – ﹤0.01% 152
2024
Q1 		$24.6K Buy
+129
New +$23.5K ﹤0.01% 143
2021
Q3 		– Hold
0
– – – 70
2021
Q2 		– Hold
0
– – – 74
2021
Q1 		– Hold
0
– – – 69
2020
Q4 		– Hold
0
– – – 77
2020
Q3 		– Hold
0
– – – 81
2020
Q2 		– Hold
0
– – – 85
2020
Q1 		– Hold
0
– – – 95
2019
Q4 		– Hold
0
– – – 93

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

CBIZ Investment Advisory Services's IBM Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its IBM (IBM) stake by 50% in Q1 2026, selling an estimated $55.2K and leaving 204 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #92.

CBIZ Investment Advisory Services first reported a position in IBM in Q1 2024 and has held it in 9 quarters since. The position peaked at $121K in Q4 2025. 3,469 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • CBIZ Investment Advisory Services held 204 shares of IBM worth $49.4K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 204 IBM shares in Q1 2026, an estimated $55.2K.
  • IBM made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #92 holding.
  • CBIZ Investment Advisory Services first reported a position in IBM in Q1 2024 and has held it in 9 quarters since.
  • CBIZ Investment Advisory Services's IBM position peaked at $121K in Q4 2025.
  • 3,469 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.