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Cherry Creek Investment Advisors’s IBM IBM Stock Holding History

Cherry Creek Investment 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 		$10.7M Buy
37,918
+419
+1% +$106K 4.2% 6
2026
Q1 		$9.09M Buy
37,499
+438
+1% +$119K 3.95% 7
2025
Q4 		$11M Buy
37,061
+128
+0.3% +$38.3K 4.69% 7
2025
Q3 		$10.4M Buy
36,933
+817
+2% +$214K 4.51% 7
2025
Q2 		$10.6M Sell
36,116
-881
-2% -$227K 4.99% 6
2025
Q1 		$9.2M Sell
36,997
-2,523
-6% -$617K 4.79% 6
2024
Q4 		$8.69M Sell
39,520
-497
-1% -$111K 4.27% 7
2024
Q3 		$8.85M Sell
40,017
-296
-0.7% -$58K 4.57% 7
2024
Q2 		$6.97M Sell
40,313
-508
-1% -$88.3K 3.64% 8
2024
Q1 		$7.8M Sell
40,821
-781
-2% -$142K 4.22% 9
2023
Q4 		$6.8M Buy
41,602
+412
+1% +$62.3K 4.16% 7
2023
Q3 		$5.78M Buy
41,190
+476
+1% +$67.7K 3.92% 9
2023
Q2 		$5.45M Buy
40,714
+1,040
+3% +$134K 3.66% 10
2023
Q1 		$5.2M Buy
39,674
+236
+0.6% +$31.6K 3.81% 9
2022
Q4 		$5.56M Buy
39,438
+410
+1% +$56.6K 4.31% 7
2022
Q3 		$4.64M Buy
39,028
+3,022
+8% +$397K 3.84% 9
2022
Q2 		$5.08M Buy
36,006
+470
+1% +$63.4K 4.1% 7
2022
Q1 		$4.62M Buy
35,536
+1,253
+4% +$163K 3.04% 9
2021
Q4 		$4.58M Buy
34,283
+166
+0.5% +$20.8K 2.84% 11
2021
Q3 		$4.53M Buy
34,117
+6,441
+23% +$861K 3.02% 8
2021
Q2 		$3.88M Buy
+27,676
New +$3.78M 2.55% 13

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 $3.37T AUM 44.26% 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

Cherry Creek Investment Advisors's IBM Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its IBM (IBM) stake by 1.1% in Q2 2026, buying an estimated $106K and bringing the position to 37,918 shares worth $10.7M. The position accounts for 4.2% of the portfolio, ranked #6.

Cherry Creek Investment Advisors first reported a position in IBM in Q2 2021 and has held it in 21 quarters since. The position peaked at $11M in Q4 2025. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cherry Creek Investment Advisors held 37,918 shares of IBM worth $10.7M as of Q2 2026.
  • Cherry Creek Investment Advisors bought 419 IBM shares in Q2 2026, an estimated $106K.
  • IBM made up 4.2% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Cherry Creek Investment Advisors first reported a position in IBM in Q2 2021 and has held it in 21 quarters since.
  • Cherry Creek Investment Advisors's IBM position peaked at $11M in Q4 2025.
  • 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.