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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
Q2 		$49.4K Hold
204
– – ﹤0.01% 92
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBIZ Investment Advisory Services's IBM Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its IBM (IBM) position steady in Q2 2026 at 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 10 quarters since. The position peaked at $121K in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CBIZ Investment Advisory Services held 204 shares of IBM worth $49.4K as of Q2 2026.
  • CBIZ Investment Advisory Services left its IBM share count unchanged in Q2 2026.
  • IBM made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #92 holding.
  • CBIZ Investment Advisory Services first reported a position in IBM in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's IBM position peaked at $121K in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.