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Cerro Pacific Wealth Advisors’s IBM IBM Stock Holding History

Cerro Pacific Wealth 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 		$801K Sell
2,848
-64
-2% -$16.1K 0.18% 84
2026
Q1 		$706K Buy
2,912
+157
+6% +$42.5K 0.19% 86
2025
Q4 		$816K Sell
2,755
-31
-1% -$9.28K 0.22% 73
2025
Q3 		$786K Buy
2,786
+132
+5% +$34.6K 0.22% 77
2025
Q2 		$782K Buy
2,654
+257
+11% +$66.2K 0.22% 84
2025
Q1 		$527K Buy
2,397
+329
+16% +$80.5K 0.17% 99
2024
Q4 		$457K Sell
2,068
-270
-12% -$60.1K 0.15% 105
2024
Q3 		$404K Buy
2,338
+303
+15% +$59.4K 0.15% 109
2024
Q2 		$352K Buy
+2,035
New +$354K 0.13% 116
2023
Q1 		$219K Buy
1,669
+22
+1% +$2.94K 0.12% 135
2022
Q4 		$232K Buy
+1,647
New +$227K 0.12% 145
2022
Q3 		– Sell
-1,659
Closed -$234K – 145
2022
Q2 		$234K Buy
1,659
+115
+7% +$15.5K 0.15% 131
2022
Q1 		$201K Sell
1,544
-43
-3% -$5.61K 0.12% 116
2021
Q4 		$212K Sell
1,587
-246
-13% -$30.9K 0.13% 117
2021
Q3 		$243K Hold
1,833
– – 0.18% 111
2021
Q2 		$257K Buy
+1,833
New +$251K 0.19% 107
2020
Q4 		$344K Buy
+2,856
New +$330K 0.21% 89

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cerro Pacific Wealth Advisors's IBM Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its IBM (IBM) stake by 2.2% in Q2 2026, selling an estimated $16.1K and leaving 2,848 shares worth $801K. The position accounts for 0.18% of the portfolio, ranked #84.

Cerro Pacific Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 17 quarters since. The position peaked at $816K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 2,848 shares of IBM worth $801K as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 64 IBM shares in Q2 2026, an estimated $16.1K.
  • IBM made up 0.18% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Cerro Pacific Wealth Advisors first reported a position in IBM in Q4 2020 and has held it in 17 quarters since.
  • Cerro Pacific Wealth Advisors's IBM position peaked at $816K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.