CJM Wealth Advisers’s IBM IBM Stock Holding History

CJM Wealth Advisers’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 Q3	$2.58M	Buy	11,741 +58	+0.5%	+$13.8K	0.68%	16
2026 Q2	$3.29M	Buy	11,683 +48	+0.4%	+$12.1K	0.86%	13
2026 Q1	$2.82M	Buy	11,635 +43	+0.4%	+$11.6K	0.86%	13
2025 Q4	$3.43M	Buy	11,592 +51	+0.4%	+$15.3K	1.03%	13
2025 Q3	$3.26M	Buy	11,541 +51	+0.4%	+$13.3K	1%	13
2025 Q2	$3.39M	Buy	11,490 +49	+0.4%	+$12.6K	1.13%	12
2025 Q1	$2.84M	Buy	11,441 +7,013	+158%	+$1.72M	1%	12
2024 Q4	$973K	Buy	4,428 +5	+0.1%	+$1.11K	0.33%	26
2024 Q3	$978K	Buy	4,423 +256	+6%	+$50.2K	0.34%	27
2024 Q2	$730K	Buy	4,167 +7	+0.2%	+$1.22K	0.27%	31
2024 Q1	$794K	Buy	4,160 +6	+0.1%	+$1.1K	0.3%	29
2023 Q4	$679K	Buy	4,154 +8	+0.2%	+$1.21K	0.3%	29
2023 Q3	$582K	Buy	4,146 +8	+0.2%	+$1.14K	0.28%	31
2023 Q2	$554K	Buy	4,138 +157	+4%	+$20.3K	0.28%	33
2023 Q1	$522K	Buy	3,981 +13	+0.3%	+$1.74K	0.3%	32
2022 Q4	$559K	Buy	3,968 +11	+0.3%	+$1.52K	0.34%	29
2022 Q3	$470K	Buy	3,957 +153	+4%	+$20.1K	0.33%	31
2022 Q2	$537K	Buy	3,804 +9	+0.2%	+$1.22K	0.37%	29
2022 Q1	$493K	Sell	3,795 -88	-2%	-$11.5K	0.34%	33
2021 Q4	$519K	Buy	+3,883	New	+$487K	0.37%	35

Other funds holding IBM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CJM Wealth Advisers's IBM Position: Q3 2026 in Review

CJM Wealth Advisers increased its IBM (IBM) stake by 0.5% in Q3 2026, buying an estimated $13.8K and bringing the position to 11,741 shares worth $2.58M. The position accounts for 0.68% of the portfolio, ranked #16.

CJM Wealth Advisers first reported a position in IBM in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.43M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

CJM Wealth Advisers held 11,741 shares of IBM worth $2.58M as of Q3 2026.
CJM Wealth Advisers bought 58 IBM shares in Q3 2026, an estimated $13.8K.
IBM made up 0.68% of CJM Wealth Advisers's portfolio in Q3 2026, its #16 holding.
CJM Wealth Advisers first reported a position in IBM in Q4 2021 and has held it in 20 quarters since.
CJM Wealth Advisers's IBM position peaked at $3.43M in Q4 2025.
3,037 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on CJM Wealth Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.