Cerity Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $134M | Buy |
646,294
+185,979
| +40% | +$46.9M | 0.16% | 126 |
|
|
2026
Q1 | $112M | Buy |
460,315
+84,679
| +23% | +$22.9M | 0.16% | 129 |
|
|
2025
Q4 | $111M | Buy |
375,636
+29,229
| +8% | +$8.75M | 0.16% | 125 |
|
|
2025
Q3 | $97.7M | Buy |
346,407
+6,632
| +2% | +$1.74M | 0.16% | 133 |
|
|
2025
Q2 | $100M | Buy |
339,775
+10,458
| +3% | +$2.69M | 0.18% | 118 |
|
|
2025
Q1 | $81.9M | Buy |
329,317
+22,611
| +7% | +$5.53M | 0.17% | 130 |
|
|
2024
Q4 | $67.5M | Buy |
306,706
+7,015
| +2% | +$1.56M | 0.15% | 143 |
|
|
2024
Q3 | $66.3M | Buy |
299,691
+2,648
| +0.9% | +$519K | 0.15% | 148 |
|
|
2024
Q2 | $51.4M | Buy |
297,043
+14,900
| +5% | +$2.59M | 0.14% | 153 |
|
|
2024
Q1 | $53.5M | Buy |
282,143
+50,916
| +22% | +$9.29M | 0.14% | 151 |
|
|
2023
Q4 | $37.8M | Buy |
+231,227
| New | +$34.9M | 0.12% | 162 |
|
|
2023
Q3 | – | Sell |
-203,092
| Closed | -$28.9M | – | 1539 |
|
|
2023
Q2 | $27.2M | Buy |
203,092
+13,396
| +7% | +$1.73M | 0.11% | 187 |
|
|
2023
Q1 | $30.1M | Buy |
189,696
+51,095
| +37% | +$6.84M | 0.07% | 187 |
|
|
2022
Q4 | $20M | Buy |
138,601
+81,436
| +142% | +$11.2M | 0.13% | 167 |
|
|
2022
Q3 | $6.79M | Sell |
57,165
-1,127
| -2% | -$148K | 0.08% | 203 |
|
|
2022
Q2 | $8.23M | Buy |
58,292
+29,683
| +104% | +$4.01M | 0.09% | 193 |
|
|
2022
Q1 | $3.32M | Buy |
28,609
+4,843
| +20% | +$632K | 0.05% | 244 |
|
|
2021
Q4 | $3.18M | Buy |
23,766
+367
| +2% | +$46K | 0.05% | 256 |
|
|
2021
Q3 | $3.11M | Sell |
23,399
-361
| -2% | -$48.3K | 0.07% | 207 |
|
|
2021
Q2 | $3.33M | Buy |
23,760
+1,319
| +6% | +$180K | 0.07% | 200 |
|
|
2021
Q1 | $2.86M | Buy |
22,441
+341
| +2% | +$40.8K | 0.07% | 207 |
|
|
2020
Q4 | $2.66M | Buy |
22,100
+806
| +4% | +$93.2K | 0.09% | 178 |
|
|
2020
Q3 | $2.48M | Buy |
21,294
+5,380
| +34% | +$633K | 0.1% | 145 |
|
|
2020
Q2 | $1.84M | Sell |
15,914
-41,035
| -72% | -$4.77M | 0.1% | 140 |
|
|
2020
Q1 | $6.04M | Buy |
56,949
+1,255
| +2% | +$159K | 0.38% | 53 |
|
|
2019
Q4 | $7.14M | Sell |
55,694
-4,233
| -7% | -$550K | 0.36% | 52 |
|
|
2019
Q3 | $8.33M | Buy |
59,927
+4,587
| +8% | +$619K | 0.49% | 46 |
|
|
2019
Q2 | $7.29M | Buy |
55,340
+36,321
| +191% | +$4.77M | 0.46% | 52 |
|
|
2019
Q1 | $2.57M | Sell |
19,019
-885
| -4% | -$113K | 0.17% | 137 |
|
|
2018
Q4 | $2.16M | Sell |
19,904
-37,775
| -65% | -$4.53M | 0.14% | 149 |
|
|
2018
Q3 | $8.34M | Buy |
57,679
+101
| +0.2% | +$14.1K | 0.58% | 36 |
|
|
2018
Q2 | $7.69M | Buy |
57,578
+1,857
| +3% | +$259K | 0.57% | 37 |
|
|
2018
Q1 | $8.17M | Buy |
55,721
+15,063
| +37% | +$2.28M | 0.63% | 34 |
|
|
2017
Q4 | $5.96M | Buy |
40,658
+16,556
| +69% | +$2.41M | 0.4% | 51 |
|
|
2017
Q3 | $3.34M | Sell |
24,102
-583
| -2% | -$81.2K | 0.24% | 96 |
|
|
2017
Q2 | $3.63M | Sell |
24,685
-110
| -0.4% | -$16.6K | 0.3% | 72 |
|
|
2017
Q1 | $4.13M | Buy |
24,795
+14,924
| +151% | +$2.5M | 0.34% | 57 |
|
|
2016
Q4 | $1.57M | Buy |
+9,871
| New | +$1.5M | 2.16% | 19 |
|
Other funds holding IBM
VCM
VPM
Cerity Partners's IBM Position: Q2 2026 in Review
Cerity Partners increased its IBM (IBM) stake by 40% in Q2 2026, buying an estimated $46.9M and bringing the position to 646,294 shares worth $134M. The position accounts for 0.16% of the portfolio, ranked #126.
Cerity Partners first reported a position in IBM in Q4 2016 and has held it in 38 quarters since. 3,343 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Cerity Partners held 646,294 shares of IBM worth $134M as of Q2 2026.
- Cerity Partners bought 185,979 IBM shares in Q2 2026, an estimated $46.9M.
- IBM made up 0.16% of Cerity Partners's portfolio in Q2 2026, its #126 holding.
- Cerity Partners first reported a position in IBM in Q4 2016 and has held it in 38 quarters since.
- 3,343 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.