Cetera Investment Advisers
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Cetera Investment Advisers’s IBM IBM Stock Holding History

Cetera Investment Advisers’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
Q1 		$117M Buy
482,924
+508
+0.1% +$137K 0.12% 149
2025
Q4 		$143M Buy
482,416
+36,277
+8% +$10.9M 0.16% 113
2025
Q3 		$126M Buy
446,139
+110,450
+33% +$28.9M 0.15% 119
2025
Q2 		$99M Buy
335,689
+29,090
+9% +$7.49M 0.17% 116
2025
Q1 		$76.2M Buy
306,599
+21,643
+8% +$5.29M 0.15% 138
2024
Q4 		$62.6M Sell
284,956
-1,308
-0.5% -$291K 0.13% 158
2024
Q3 		$63.3M Buy
286,264
+2,174
+0.8% +$426K 0.14% 147
2024
Q2 		$49.1M Sell
284,090
-9,358
-3% -$1.63M 0.11% 168
2024
Q1 		$56M Buy
293,448
+226,802
+340% +$41.4M 0.13% 150
2023
Q4 		$10.9M Sell
66,646
-4,089
-6% -$618K 0.09% 206
2023
Q3 		$9.92M Buy
70,735
+4,037
+6% +$574K 0.09% 220
2023
Q2 		$8.92M Sell
66,698
-2,152
-3% -$278K 0.08% 241
2023
Q1 		$9.03M Buy
68,850
+1,306
+2% +$175K 0.08% 236
2022
Q4 		$9.52M Buy
67,544
+32,164
+91% +$4.44M 0.09% 220
2022
Q3 		$4.2M Sell
35,380
-26,515
-43% -$3.48M 0.08% 250
2022
Q2 		$8.74M Buy
61,895
+238
+0.4% +$32.1K 0.14% 153
2022
Q1 		$8.02M Buy
61,657
+1,767
+3% +$230K 0.12% 189
2021
Q4 		$8.01M Sell
59,890
-22,732
-28% -$2.85M 0.11% 196
2021
Q3 		$11M Sell
82,622
-7,498
-8% -$1M 0.17% 129
2021
Q2 		$12.6M Buy
90,120
+19,066
+27% +$2.61M 0.2% 111
2021
Q1 		$9.05M Sell
71,054
-1,221
-2% -$146K 0.18% 119
2020
Q4 		$8.7M Buy
72,275
+50,134
+226% +$5.79M 0.17% 132
2020
Q3 		$2.58M Buy
22,141
+488
+2% +$57.5K 0.21% 118
2020
Q2 		$2.5M Buy
21,653
+3,521
+19% +$409K 0.23% 111
2020
Q1 		$1.92M Sell
18,132
-3,654
-17% -$462K 0.24% 118
2019
Q4 		$2.79M Buy
21,786
+330
+2% +$42.9K 0.28% 98
2019
Q3 		$2.99M Buy
21,456
+1,541
+8% +$208K 0.36% 74
2019
Q2 		$2.62M Buy
19,915
+1,402
+8% +$184K 0.34% 81
2019
Q1 		$2.5M Buy
18,513
+395
+2% +$50.4K 0.35% 80
2018
Q4 		$1.97M Buy
18,118
+905
+5% +$109K 0.32% 87
2018
Q3 		$2.49M Buy
17,213
+2,094
+14% +$293K 0.36% 75
2018
Q2 		$2.02M Sell
15,119
-1,412
-9% -$197K 0.35% 74
2018
Q1 		$2.42M Buy
16,531
+1,744
+12% +$264K 0.45% 60
2017
Q4 		$2.17M Buy
14,787
+198
+1% +$28.8K 0.4% 65
2017
Q3 		$2.03M Buy
14,589
+371
+3% +$51.7K 0.45% 57
2017
Q2 		$2.09M Buy
14,218
+1,080
+8% +$163K 0.51% 51
2017
Q1 		$2.19M Buy
13,138
+5,958
+83% +$999K 0.6% 44
2016
Q4 		$1.14M Buy
7,180
+965
+16% +$147K 0.38% 76
2016
Q3 		$944K Sell
6,215
-444
-7% -$67.4K 0.41% 70
2016
Q2 		$968K Sell
6,659
-558
-8% -$79.9K 0.38% 72
2016
Q1 		$1.04M Buy
7,217
+1,312
+22% +$168K 0.45% 58
2015
Q4 		$779K Buy
+5,905
New +$793K 0.36% 83

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cetera Investment Advisers's IBM Position: Q1 2026 in Review

Cetera Investment Advisers increased its IBM (IBM) stake by 0.11% in Q1 2026, buying an estimated $137K and bringing the position to 482,924 shares worth $117M. The position accounts for 0.12% of the portfolio, ranked #149.

Cetera Investment Advisers first reported a position in IBM in Q4 2015 and has held it in 42 quarters since. The position peaked at $143M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cetera Investment Advisers held 482,924 shares of IBM worth $117M as of Q1 2026.
  • Cetera Investment Advisers bought 508 IBM shares in Q1 2026, an estimated $137K.
  • IBM made up 0.12% of Cetera Investment Advisers's portfolio in Q1 2026, its #149 holding.
  • Cetera Investment Advisers first reported a position in IBM in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's IBM position peaked at $143M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.