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CCG Wealth Management’s IBM IBM Stock Holding History

CCG Wealth Management’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 		– Sell
-776
Closed -$230K – 138
2025
Q4 		$230K Buy
776
+42
+6% +$12.6K 0.1% 95
2025
Q3 		$207K Buy
734
+2
+0.3% +$524 0.1% 83
2025
Q2 		$216K Buy
+732
New +$189K 0.11% 77
2023
Q1 		– Sell
-1,428
Closed -$201K – 78
2022
Q4 		$201K Buy
+1,428
New +$197K 0.11% 94
2022
Q3 		– Sell
-1,701
Closed -$240K – 102
2022
Q2 		$240K Sell
1,701
-3
-0.2% -$405 0.14% 86
2022
Q1 		$222K Buy
+1,704
New +$222K 0.11% 111
2021
Q4 		– Sell
-1,575
Closed -$209K – 105
2021
Q3 		$209K Hold
1,575
– – 0.12% 97
2021
Q2 		$221K Buy
+1,575
New +$215K 0.17% 69
2020
Q1 		– Sell
-1,620
Closed -$208K – 75
2019
Q4 		$208K Buy
+1,620
New +$211K 0.13% 97

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

CCG Wealth Management's IBM Position: Q1 2026 in Review

CCG Wealth Management sold out of IBM (IBM) in Q1 2026, closing a stake of 776 shares — an estimated $230K sold.

CCG Wealth Management first reported a position in IBM in Q4 2019 and held it in 9 quarters. The position peaked at $240K in Q2 2022. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • CCG Wealth Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • CCG Wealth Management sold 776 IBM shares in Q1 2026, an estimated $230K.
  • CCG Wealth Management first reported a position in IBM in Q4 2019 and held it in 9 quarters.
  • CCG Wealth Management's IBM position peaked at $240K in Q2 2022.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.