CGC Financial Services
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CGC Financial Services’s IBM IBM Stock Holding History

CGC Financial 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
Q3 		$81.6K Hold
371
– – 0.02% 110
2026
Q2 		$104K Hold
371
– – 0.02% 100
2026
Q1 		$89.9K Sell
371
-7
-2% -$1.89K 0.03% 96
2025
Q4 		$112K Hold
378
– – 0.03% 92
2025
Q3 		$107K Hold
378
– – 0.03% 90
2025
Q2 		$111K Hold
378
– – 0.04% 82
2025
Q1 		$94K Hold
378
– – 0.04% 81
2024
Q4 		$83.1K Hold
378
– – 0.03% 84
2024
Q3 		$83.6K Hold
378
– – 0.03% 84
2024
Q2 		$65.4K Hold
378
– – 0.03% 89
2024
Q1 		$72.2K Hold
378
– – 0.04% 85
2023
Q4 		$61.8K Hold
378
– – 0.03% 93
2023
Q3 		$53K Sell
378
-98
-21% -$13.9K 0.04% 83
2023
Q2 		$63.7K Buy
+476
New +$61.4K 0.04% 82

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

CGC Financial Services's IBM Position: Q3 2026 in Review

CGC Financial Services held its IBM (IBM) position steady in Q3 2026 at 371 shares worth $81.6K. The position accounts for 0.02% of the portfolio, ranked #110.

CGC Financial Services first reported a position in IBM in Q2 2023 and has held it in 14 quarters since. The position peaked at $112K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • CGC Financial Services held 371 shares of IBM worth $81.6K as of Q3 2026.
  • CGC Financial Services left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.02% of CGC Financial Services's portfolio in Q3 2026, its #110 holding.
  • CGC Financial Services first reported a position in IBM in Q2 2023 and has held it in 14 quarters since.
  • CGC Financial Services's IBM position peaked at $112K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.