CIA
IBM icon

Cladis Investment Advisory’s IBM IBM Stock Holding History

Cladis Investment Advisory’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 		$3.13M Sell
11,121
-50
-0.4% -$12.6K 1.46% 14
2026
Q1 		$2.71M Sell
11,171
-50
-0.4% -$13.5K 1.49% 15
2025
Q4 		$3.32M Sell
11,221
-779
-6% -$233K 1.82% 9
2025
Q3 		$3.39M Sell
12,000
-50
-0.4% -$13.1K 1.94% 8
2025
Q2 		$3.55M Sell
12,050
-214
-2% -$55.1K 2.23% 7
2025
Q1 		$3.05M Buy
12,264
+4
+0% +$978 2.21% 7
2024
Q4 		$2.7M Sell
12,260
-300
-2% -$66.8K 1.91% 9
2024
Q3 		$2.78M Sell
12,560
-1,250
-9% -$245K 1.92% 8
2024
Q2 		$2.39M Sell
13,810
-45
-0.3% -$7.82K 1.73% 10
2024
Q1 		$2.65M Sell
13,855
-375
-3% -$68.4K 1.94% 9
2023
Q4 		$2.33M Sell
14,230
-250
-2% -$37.8K 1.83% 9
2023
Q3 		$2.03M Hold
14,480
– – 1.78% 12
2023
Q2 		$1.94M Hold
14,480
– – 1.68% 10
2023
Q1 		$1.9M Buy
14,480
+4,025
+38% +$538K 1.71% 12
2022
Q4 		$1.47M Sell
10,455
-3,525
-25% -$486K 1.47% 18
2022
Q3 		$1.66M Sell
13,980
-450
-3% -$59.1K 1.8% 11
2022
Q2 		$2.04M Sell
14,430
-2,405
-14% -$325K 2.04% 8
2022
Q1 		$2.19M Buy
16,835
+4,850
+40% +$633K 1.77% 11
2021
Q4 		$1.6M Buy
+11,985
New +$1.5M 1.28% 20

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

Cladis Investment Advisory's IBM Position: Q2 2026 in Review

Cladis Investment Advisory reduced its IBM (IBM) stake by 0.45% in Q2 2026, selling an estimated $12.6K and leaving 11,121 shares worth $3.13M. The position accounts for 1.46% of the portfolio, ranked #14.

Cladis Investment Advisory first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.55M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cladis Investment Advisory held 11,121 shares of IBM worth $3.13M as of Q2 2026.
  • Cladis Investment Advisory sold 50 IBM shares in Q2 2026, an estimated $12.6K.
  • IBM made up 1.46% of Cladis Investment Advisory's portfolio in Q2 2026, its #14 holding.
  • Cladis Investment Advisory first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
  • Cladis Investment Advisory's IBM position peaked at $3.55M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.