CIBC Private Wealth Group’s IBM IBM Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$146M	Sell	494,056 -1,736	-0.4%	-$520K	0.25%	103
2025 Q3	$140M	Buy	495,792 +19,885	+4%	+$5.2M	0.24%	108
2025 Q2	$140M	Sell	475,907 -3,920	-0.8%	-$1.01M	0.25%	105
2025 Q1	$106M	Buy	479,827 +13,688	+3%	+$3.35M	0.22%	104
2024 Q4	$104M	Sell	466,139 -7,770	-2%	-$1.73M	0.19%	116
2024 Q3	$105M	Buy	473,909 +1,905	+0.4%	+$374K	0.19%	118
2024 Q2	$83.8M	Sell	472,004 -1,926	-0.4%	-$335K	0.16%	131
2024 Q1	$90M	Buy	473,930 +11,377	+2%	+$2.08M	0.18%	127
2023 Q4	$75.7M	Buy	462,553 +3,352	+0.7%	+$507K	0.16%	130
2023 Q3	$64.4M	Sell	459,201 -51,953	-10%	-$7.39M	0.15%	130
2023 Q2	$68.4M	Buy	511,154 +14,163	+3%	+$1.83M	0.15%	137
2023 Q1	$47.4M	Sell	496,991 -1,231	-0.2%	-$165K	0.11%	173
2022 Q4	$23.1M	Buy	498,222 +158,469	+47%	+$21.9M	0.08%	162
2022 Q3	$40.4M	Buy	339,753 +215,255	+173%	+$28.2M	0.11%	152
2022 Q2	$17.6M	Sell	124,498 -2,122	-2%	-$286K	0.05%	245
2022 Q1	$16.5M	Sell	126,620 -21,263	-14%	-$2.77M	0.04%	273
2021 Q4	$19.8M	Buy	147,883 +19,739	+15%	+$2.48M	0.04%	263
2021 Q3	$17M	Sell	128,144 -13,762	-10%	-$1.84M	0.04%	282
2021 Q2	$19.9M	Buy	141,906 +5,434	+4%	+$743K	0.05%	256
2021 Q1	$17.4M	Buy	136,472 +2,533	+2%	+$303K	0.04%	267
2020 Q4	$16.1M	Sell	133,939 -1,645	-1%	-$190K	0.04%	264
2020 Q3	$15.8M	Buy	135,584 +5,091	+4%	+$599K	0.05%	238
2020 Q2	$15.1M	Sell	130,493 -19,612	-13%	-$2.28M	0.07%	181
2020 Q1	$15.9M	Buy	150,105 +1,920	+1%	+$243K	0.07%	193
2019 Q4	$19M	Buy	148,185 +3,298	+2%	+$429K	0.06%	211
2019 Q3	$20.1M	Sell	144,887 -959	-0.7%	-$129K	0.07%	193
2019 Q2	$19.2M	Sell	145,846 -8,270	-5%	-$1.09M	0.07%	210
2019 Q1	$20.8M	Buy	154,116 +3,616	+2%	+$461K	0.08%	187
2018 Q4	$16.4M	Sell	150,500 -23,803	-14%	-$2.86M	0.07%	207
2018 Q3	$25.2M	Sell	174,303 -2,329	-1%	-$325K	0.1%	188
2018 Q2	$23.6M	Buy	176,632 +3,519	+2%	+$491K	0.1%	192
2018 Q1	$25.4M	Buy	173,113 +14,281	+9%	+$2.16M	0.11%	176
2017 Q4	$23.3M	Buy	158,832 +3,443	+2%	+$501K	0.1%	188
2017 Q3	$21.6M	Buy	155,389 +16,162	+12%	+$2.25M	0.1%	185
2017 Q2	$20.5M	Sell	139,227 -9,020	-6%	-$1.36M	0.13%	134
2017 Q1	$24.7M	Sell	148,247 -1,490	-1%	-$250K	0.16%	123
2016 Q4	$23.8M	Sell	149,737 -660	-0.4%	-$101K	0.16%	123
2016 Q3	$22.8M	Sell	150,397 -844	-0.6%	-$128K	0.16%	122
2016 Q2	$21.9M	Buy	151,241 +972	+0.6%	+$139K	0.16%	123
2016 Q1	$21.8M	Sell	150,269 -9,043	-6%	-$1.16M	0.17%	117
2015 Q4	$21M	Sell	159,312 -4,403	-3%	-$592K	0.16%	127
2015 Q3	$22.7M	Sell	163,715 -344	-0.2%	-$50.8K	0.19%	114
2015 Q2	$25.5M	Sell	164,059 -15,327	-9%	-$2.46M	0.19%	111
2015 Q1	$27.5M	Sell	179,386 -683	-0.4%	-$104K	0.2%	107
2014 Q4	$27.6M	Sell	180,069 -12,287	-6%	-$1.95M	0.21%	109
2014 Q3	$34.9M	Sell	192,356 -20,436	-10%	-$3.72M	0.27%	96
2014 Q2	$36.9M	Sell	212,792 -7,496	-3%	-$1.35M	0.3%	95
2014 Q1	$40.8M	Buy	+220,288	New	+$38.8M	0.35%	95

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's IBM Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its IBM (IBM) stake by 0.35% in Q4 2025, selling an estimated $520K and leaving 494,056 shares worth $146M. The position accounts for 0.25% of the portfolio, ranked #103.

CIBC Private Wealth Group first reported a position in IBM in Q1 2014 and has held it in 48 quarters since. 3,683 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

CIBC Private Wealth Group held 494,056 shares of IBM worth $146M as of Q4 2025.
CIBC Private Wealth Group sold 1,736 IBM shares in Q4 2025, an estimated $520K.
IBM made up 0.25% of CIBC Private Wealth Group's portfolio in Q4 2025, its #103 holding.
CIBC Private Wealth Group first reported a position in IBM in Q1 2014 and has held it in 48 quarters since.
3,683 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.