CA
IBM icon

CGN Advisors’s IBM IBM Stock Holding History

CGN Advisors’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 		$245K Sell
871
-163
-16% -$41.1K 0.02% 297
2026
Q1 		$251K Buy
1,034
+37
+4% +$10K 0.02% 292
2025
Q4 		$295K Buy
997
+18
+2% +$5.39K 0.02% 275
2025
Q3 		$276K Buy
+979
New +$256K 0.02% 276
2025
Q2 		– Sell
-916
Closed -$228K – 301
2025
Q1 		$228K Buy
+916
New +$224K 0.02% 280

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

CGN Advisors's IBM Position: Q2 2026 in Review

CGN Advisors reduced its IBM (IBM) stake by 16% in Q2 2026, selling an estimated $41.1K and leaving 871 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #297.

CGN Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since. The position peaked at $295K in Q4 2025. 661 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CGN Advisors held 871 shares of IBM worth $245K as of Q2 2026.
  • CGN Advisors sold 163 IBM shares in Q2 2026, an estimated $41.1K.
  • IBM made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #297 holding.
  • CGN Advisors first reported a position in IBM in Q1 2025 and has held it in 5 quarters since.
  • CGN Advisors's IBM position peaked at $295K in Q4 2025.
  • 661 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.