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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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. 3,643 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.
3,643 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.