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	–	285
2022 Q2	$404K	Sell	2,859 -513,190	-99%	-$69.3M	0.06%	174
2022 Q1	$4K	Buy	516,049 +512,133	+13,078%	+$66.8M	0.02%	221
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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 15 quarters since. The position peaked at $3.14M in Q4 2025. 1,915 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 15 quarters since.
CFS Investment Advisory Services's IBM position peaked at $3.14M in Q4 2025.
1,915 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.