Cerity Partners’s IBM IBM Stock Holding History

Cerity Partners’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
2023 Q4	–	Sell	-172,602	Closed	-$24.2M	–	1875
2023 Q3	$24.2M	Buy	+172,602	New	+$24.6M	0.12%	170

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cerity Partners's IBM Position: Q1 2026 in Review

Cerity Partners increased its IBM (IBM) stake by 23% in Q1 2026, buying an estimated $22.9M and bringing the position to 460,315 shares worth $112M. The position accounts for 0.16% of the portfolio, ranked #129.

Cerity Partners first reported a position in IBM in Q4 2016 and has held it in 37 quarters since. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Cerity Partners held 460,315 shares of IBM worth $112M as of Q1 2026.
Cerity Partners bought 84,679 IBM shares in Q1 2026, an estimated $22.9M.
IBM made up 0.16% of Cerity Partners's portfolio in Q1 2026, its #129 holding.
Cerity Partners first reported a position in IBM in Q4 2016 and has held it in 37 quarters since.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.