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CKW Financial Group’s IBM IBM Stock Holding History

CKW Financial 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
2026
Q1 		$476K Buy
1,959
+6
+0.3% +$1.62K 0.05% 23
2025
Q4 		$579K Buy
1,953
+4
+0.2% +$1.2K 0.06% 24
2025
Q3 		$558K Buy
1,949
+6
+0.3% +$1.57K 0.06% 27
2025
Q2 		$566K Buy
1,943
+5
+0.3% +$1.29K 0.07% 28
2025
Q1 		$485K Buy
1,938
+6
+0.3% +$1.47K 0.06% 28
2024
Q4 		$425K Sell
1,932
-644
-25% -$143K 0.05% 33
2024
Q3 		$565K Buy
2,576
+12
+0.5% +$2.35K 0.07% 33
2024
Q2 		$449K Buy
2,564
+15
+0.6% +$2.61K 0.06% 32
2024
Q1 		$484K Buy
2,549
+12
+0.5% +$2.19K 0.06% 33
2023
Q4 		$415K Buy
2,537
+15
+0.6% +$2.27K 0.06% 33
2023
Q3 		$354K Buy
2,522
+16
+0.6% +$2.28K 0.05% 37
2023
Q2 		$335K Buy
2,506
+18
+0.7% +$2.32K 0.05% 39
2023
Q1 		$326K Buy
2,488
+18
+0.7% +$2.41K 0.05% 24
2022
Q4 		$348K Sell
2,470
-312
-11% -$43K 0.06% 24
2022
Q3 		$331K Buy
2,782
+21
+0.8% +$2.76K 0.06% 27
2022
Q2 		$390K Buy
2,761
+20
+0.7% +$2.7K 0.07% 25
2022
Q1 		$357K Buy
2,741
+1,309
+91% +$171K 0.05% 31
2021
Q4 		$190K Sell
1,432
-61
-4% -$7.65K 0.03% 40
2021
Q3 		$205K Buy
1,493
+5
+0.3% +$668 0.03% 38
2021
Q2 		$209K Sell
1,488
-121
-8% -$16.5K 0.03% 38
2021
Q1 		$205K Sell
1,609
-344
-18% -$41.2K 0.04% 34
2020
Q4 		$235K Buy
1,953
+4
+0.2% +$462 0.04% 31
2020
Q3 		$226K Buy
1,949
+921
+90% +$108K 0.05% 29
2020
Q2 		$117K Buy
1,028
+4
+0.4% +$465 0.03% 48
2020
Q1 		$103K Buy
1,024
+4
+0.4% +$506 0.03% 49
2019
Q4 		$131K Buy
1,020
+4
+0.4% +$520 0.02% 54
2019
Q3 		$140K Buy
1,016
+5
+0.5% +$674 0.03% 46
2019
Q2 		$133K Buy
1,011
+3
+0.3% +$394 0.03% 51
2019
Q1 		$136K Buy
1,008
+4
+0.4% +$510 0.03% 47
2018
Q4 		$109K Buy
1,004
+4
+0.4% +$480 0.02% 49
2018
Q3 		$146K Buy
1,000
+4
+0.4% +$559 0.03% 44
2018
Q2 		$133K Buy
996
+2
+0.2% +$279 0.03% 44
2018
Q1 		$143K Buy
994
+3
+0.3% +$454 0.03% 36
2017
Q4 		$145K Buy
991
+4
+0.4% +$582 0.03% 39
2017
Q3 		$137K Buy
987
+3
+0.3% +$418 0.03% 39
2017
Q2 		$146K Buy
984
+3
+0.3% +$452 0.04% 41
2017
Q1 		$163K Buy
981
+126
+15% +$21.1K 0.05% 36
2016
Q4 		$136K Buy
855
+3
+0.4% +$457 0.05% 40
2016
Q3 		$129K Buy
852
+3
+0.4% +$455 0.04% 41
2016
Q2 		$123K Sell
849
-155
-15% -$22.2K 0.04% 43
2016
Q1 		$145K Buy
1,004
+160
+19% +$20.4K 0.05% 32
2015
Q4 		$111K Buy
844
+2
+0.2% +$269 0.04% 45
2015
Q3 		$117K Sell
842
-305
-27% -$45K 0.05% 39
2015
Q2 		$178K Sell
1,147
-89
-7% -$14.3K 0.07% 29
2015
Q1 		$188K Buy
1,236
+401
+48% +$60.8K 0.07% 26
2014
Q4 		$128K Sell
835
-357
-30% -$56.8K 0.05% 50
2014
Q3 		$216K Buy
1,192
+2
+0.2% +$364 0.09% 24
2014
Q2 		$212K Buy
1,190
+2
+0.2% +$360 0.11% 25
2014
Q1 		$219K Buy
1,188
+1
+0.1% +$176 0.1% 27
2013
Q4 		$213K Buy
+1,187
New +$205K 0.11% 24

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

CKW Financial Group's IBM Position: Q1 2026 in Review

CKW Financial Group increased its IBM (IBM) stake by 0.31% in Q1 2026, buying an estimated $1.62K and bringing the position to 1,959 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #23.

CKW Financial Group first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $579K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • CKW Financial Group held 1,959 shares of IBM worth $476K as of Q1 2026.
  • CKW Financial Group bought 6 IBM shares in Q1 2026, an estimated $1.62K.
  • IBM made up 0.05% of CKW Financial Group's portfolio in Q1 2026, its #23 holding.
  • CKW Financial Group first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
  • CKW Financial Group's IBM position peaked at $579K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.