CIAS
IBM icon

CFS Investment Advisory Services’s IBM IBM Stock Holding History

CFS Investment Advisory Services’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 		$2.87M Sell
9,925
-339
-3% -$85.4K 0.19% 99
2026
Q1 		$2.6M Sell
10,264
-346
-3% -$93.6K 0.18% 107
2025
Q4 		$3.14M Buy
10,610
+1,251
+13% +$375K 0.23% 87
2025
Q3 		$2.88M Buy
9,359
+34
+0.4% +$8.9K 0.21% 89
2025
Q2 		$2.75M Buy
9,325
+198
+2% +$51K 0.22% 88
2025
Q1 		$2.27M Buy
9,127
+56
+0.6% +$13.7K 0.2% 95
2024
Q4 		$1.99M Sell
9,071
-83
-0.9% -$18.5K 0.18% 107
2024
Q3 		$2.02M Sell
9,154
-8,722
-49% -$1.71M 0.17% 105
2024
Q2 		$3.09M Buy
+17,876
New +$3.11M 0.25% 72
2023
Q3 		– Sell
-5,997
Closed -$802K – 191
2023
Q2 		$802K Buy
+5,997
New +$774K 0.1% 132
2022
Q3 		– Sell
-2,859
Closed -$404K – 150
2022
Q2 		$404K Buy
+2,859
New +$386K 0.06% 174
2021
Q4 		$523K Buy
3,916
+1,233
+46% +$155K 0.07% 160
2021
Q3 		$356K Buy
+2,683
New +$359K 0.05% 174
2020
Q4 		$232K Buy
+1,931
New +$223K 0.04% 168

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFS Investment Advisory Services's IBM Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its IBM (IBM) stake by 3.3% in Q2 2026, selling an estimated $85.4K and leaving 9,925 shares worth $2.87M. The position accounts for 0.19% of the portfolio, ranked #99.

CFS Investment Advisory Services first reported a position in IBM in Q4 2020 and has held it in 14 quarters since. The position peaked at $3.14M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CFS Investment Advisory Services held 9,925 shares of IBM worth $2.87M as of Q2 2026.
  • CFS Investment Advisory Services sold 339 IBM shares in Q2 2026, an estimated $85.4K.
  • IBM made up 0.19% of CFS Investment Advisory Services's portfolio in Q2 2026, its #99 holding.
  • CFS Investment Advisory Services first reported a position in IBM in Q4 2020 and has held it in 14 quarters since.
  • CFS Investment Advisory Services's IBM position peaked at $3.14M in Q4 2025.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.