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Cedar Mountain Advisors’s IBM IBM Stock Holding History

Cedar Mountain Advisors’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 		$113K Hold
401
– – 0.02% 104
2026
Q1 		$97.1K Buy
401
+40
+11% +$10.8K 0.02% 95
2025
Q4 		$107K Buy
361
+1
+0.3% +$299 0.02% 80
2025
Q3 		$102K Buy
360
+28
+8% +$7.33K 0.02% 79
2025
Q2 		$98K Sell
332
-100
-23% -$25.8K 0.02% 71
2025
Q1 		$107K Buy
432
+3
+0.7% +$734 0.02% 68
2024
Q4 		$94.3K Buy
429
+3
+0.7% +$668 0.02% 69
2024
Q3 		$94.2K Buy
426
+4
+0.9% +$784 0.02% 66
2024
Q2 		$73.1K Buy
422
+301
+249% +$52.3K 0.02% 62
2024
Q1 		$23.2K Buy
121
+1
+0.8% +$182 0.01% 127
2023
Q4 		$19.7K Buy
120
+10
+9% +$1.51K 0.01% 132
2023
Q3 		$15.5K Buy
110
+1
+0.9% +$142 ﹤0.01% 136
2023
Q2 		$14.6K Buy
109
+1
+0.9% +$129 ﹤0.01% 138
2023
Q1 		$14.1K Buy
108
+2
+2% +$268 ﹤0.01% 135
2022
Q4 		$15K Buy
106
+1
+1% +$138 ﹤0.01% 124
2022
Q3 		$13K Buy
105
+1
+1% +$131 ﹤0.01% 135
2022
Q2 		$15K Sell
104
-49
-32% -$6.61K 0.01% 130
2022
Q1 		$20K Buy
153
+2
+1% +$261 0.01% 125
2021
Q4 		$20K Sell
151
-6
-4% -$753 0.01% 126
2021
Q3 		$21K Buy
157
+52
+50% +$6.95K 0.01% 118
2021
Q2 		$15K Sell
105
-209
-67% -$28.6K 0.01% 135
2021
Q1 		$40K Hold
314
– – 0.01% 84
2020
Q4 		$38K Buy
314
+105
+50% +$12.1K 0.01% 86
2020
Q3 		$24K Hold
209
– – 0.01% 94
2020
Q2 		$24K Hold
209
– – 0.01% 92
2020
Q1 		$22K Buy
+209
New +$26.4K 0.01% 84

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cedar Mountain Advisors's IBM Position: Q2 2026 in Review

Cedar Mountain Advisors held its IBM (IBM) position steady in Q2 2026 at 401 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #104.

Cedar Mountain Advisors first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. 2,060 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cedar Mountain Advisors held 401 shares of IBM worth $113K as of Q2 2026.
  • Cedar Mountain Advisors left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.02% of Cedar Mountain Advisors's portfolio in Q2 2026, its #104 holding.
  • Cedar Mountain Advisors first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • 2,060 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.