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Cherry Tree Wealth Management’s IBM IBM Stock Holding History

Cherry Tree Wealth Management’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
Q1 		$154K Hold
634
– – 0.03% 179
2025
Q4 		$188K Sell
634
-69
-10% -$20.7K 0.04% 168
2025
Q3 		$198K Sell
703
-84
-11% -$22K 0.04% 164
2025
Q2 		$232K Sell
787
-54
-6% -$13.9K 0.05% 149
2025
Q1 		$209K Sell
841
-13
-2% -$3.18K 0.05% 156
2024
Q4 		$188K Hold
854
– – 0.05% 163
2024
Q3 		$189K Hold
854
– – 0.04% 164
2024
Q2 		$148K Sell
854
-96
-10% -$16.7K 0.04% 173
2024
Q1 		$181K Buy
950
+97
+11% +$17.7K 0.05% 165
2023
Q4 		$140K Sell
853
-76
-8% -$11.5K 0.04% 169
2023
Q3 		$130K Sell
929
-34
-4% -$4.84K 0.04% 167
2023
Q2 		$129K Buy
+963
New +$124K 0.04% 173

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cherry Tree Wealth Management's IBM Position: Q1 2026 in Review

Cherry Tree Wealth Management held its IBM (IBM) position steady in Q1 2026 at 634 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #179.

Cherry Tree Wealth Management first reported a position in IBM in Q2 2023 and has held it in 12 quarters since. The position peaked at $232K in Q2 2025. 3,470 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cherry Tree Wealth Management held 634 shares of IBM worth $154K as of Q1 2026.
  • Cherry Tree Wealth Management left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #179 holding.
  • Cherry Tree Wealth Management first reported a position in IBM in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's IBM position peaked at $232K in Q2 2025.
  • 3,470 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.