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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
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 $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

Cladis Investment Advisory's IBM Position: Q1 2026 in Review

Cladis Investment Advisory reduced its IBM (IBM) stake by 0.45% in Q1 2026, selling an estimated $13.5K and leaving 11,171 shares worth $2.71M. The position accounts for 1.49% of the portfolio, ranked #15.

Cladis Investment Advisory first reported a position in IBM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.55M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cladis Investment Advisory held 11,171 shares of IBM worth $2.71M as of Q1 2026.
  • Cladis Investment Advisory sold 50 IBM shares in Q1 2026, an estimated $13.5K.
  • IBM made up 1.49% of Cladis Investment Advisory's portfolio in Q1 2026, its #15 holding.
  • Cladis Investment Advisory first reported a position in IBM in Q4 2021 and has held it in 18 quarters since.
  • Cladis Investment Advisory's IBM position peaked at $3.55M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.