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Cherrydale Wealth Management’s IBM IBM Stock Holding History

Cherrydale 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
Q2 		$272K Buy
968
+57
+6% +$14.4K 0.07% 70
2026
Q1 		$221K Hold
911
– – 0.07% 66
2025
Q4 		$270K Hold
911
– – 0.08% 58
2025
Q3 		$257K Hold
911
– – 0.08% 62
2025
Q2 		$268K Hold
911
– – 0.09% 58
2025
Q1 		$226K Sell
911
-8
-0.9% -$1.96K 0.09% 62
2024
Q4 		$202K Buy
919
+14
+2% +$3.12K 0.08% 67
2024
Q3 		$200K Buy
+905
New +$177K 0.08% 64

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

Cherrydale Wealth Management's IBM Position: Q2 2026 in Review

Cherrydale Wealth Management increased its IBM (IBM) stake by 6.3% in Q2 2026, buying an estimated $14.4K and bringing the position to 968 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #70.

Cherrydale Wealth Management first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cherrydale Wealth Management held 968 shares of IBM worth $272K as of Q2 2026.
  • Cherrydale Wealth Management bought 57 IBM shares in Q2 2026, an estimated $14.4K.
  • IBM made up 0.07% of Cherrydale Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Cherrydale Wealth Management first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • 3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.