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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CGC Financial Services's IBM Position: Q2 2026 in Review

CGC Financial Services held its IBM (IBM) position steady in Q2 2026 at 371 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #100.

CGC Financial Services first reported a position in IBM in Q2 2023 and has held it in 13 quarters since. The position peaked at $112K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

CGC Financial Services held 371 shares of IBM worth $104K as of Q2 2026.
CGC Financial Services left its IBM share count unchanged in Q2 2026.
IBM made up 0.02% of CGC Financial Services's portfolio in Q2 2026, its #100 holding.
CGC Financial Services first reported a position in IBM in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's IBM position peaked at $112K in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.