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 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%	+$1.09K	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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CJM Wealth Advisers's IBM Position: Q2 2026 in Review

CJM Wealth Advisers increased its IBM (IBM) stake by 0.41% in Q2 2026, buying an estimated $12.1K and bringing the position to 11,683 shares worth $3.29M. The position accounts for 0.86% of the portfolio, ranked #13.

CJM Wealth Advisers first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.43M in Q4 2025. 804 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

CJM Wealth Advisers held 11,683 shares of IBM worth $3.29M as of Q2 2026.
CJM Wealth Advisers bought 48 IBM shares in Q2 2026, an estimated $12.1K.
IBM made up 0.86% of CJM Wealth Advisers's portfolio in Q2 2026, its #13 holding.
CJM Wealth Advisers first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
CJM Wealth Advisers's IBM position peaked at $3.43M in Q4 2025.
804 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.