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Clear Creek Financial Management’s IBM IBM Stock Holding History

Clear Creek Financial Management’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 		$595K Buy
2,117
+110
+5% +$27.7K 0.04% 368
2026
Q1 		$487K Buy
2,007
+622
+45% +$168K 0.04% 397
2025
Q4 		$410K Buy
1,385
+24
+2% +$7.19K 0.03% 428
2025
Q3 		$384K Buy
1,361
+173
+15% +$45.3K 0.03% 419
2025
Q2 		$350K Sell
1,188
-4
-0.3% -$1.03K 0.03% 413
2025
Q1 		$296K Sell
1,192
-817
-41% -$200K 0.03% 396
2024
Q4 		$442K Sell
2,009
-116
-5% -$25.8K 0.05% 317
2024
Q3 		$470K Sell
2,125
-73
-3% -$14.3K 0.05% 280
2024
Q2 		$377K Buy
2,198
+5
+0.2% +$869 0.05% 292
2024
Q1 		$413K Sell
2,193
-2,428
-53% -$443K 0.05% 274
2023
Q4 		$754K Sell
4,621
-818
-15% -$124K 0.12% 148
2023
Q3 		$764K Sell
5,439
-3
-0.1% -$427 0.13% 124
2023
Q2 		$728K Sell
5,442
-230
-4% -$29.7K 0.13% 135
2023
Q1 		$744K Buy
5,672
+13
+0.2% +$1.74K 0.14% 122
2022
Q4 		$797K Buy
5,659
+31
+0.6% +$4.28K 0.18% 113
2022
Q3 		$669K Buy
5,628
+55
+1% +$7.22K 0.15% 120
2022
Q2 		$787K Buy
5,573
+1,099
+25% +$148K 0.16% 114
2022
Q1 		$582K Buy
4,474
+89
+2% +$11.6K 0.09% 170
2021
Q4 		$586K Sell
4,385
-1,250
-22% -$157K 0.09% 171
2021
Q3 		$748K Buy
5,635
+220
+4% +$29.4K 0.12% 157
2021
Q2 		$759K Buy
+5,415
New +$740K 0.12% 153
2021
Q1 		– Sell
-3,319
Closed -$399K – 138
2020
Q4 		$399K Buy
+3,319
New +$384K 0.08% 205
2020
Q3 		– Sell
-3,040
Closed -$350K – 164
2020
Q2 		$350K Buy
+3,040
New +$353K 0.09% 159

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 $3.38T AUM 44.17% 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

Clear Creek Financial Management's IBM Position: Q2 2026 in Review

Clear Creek Financial Management increased its IBM (IBM) stake by 5.5% in Q2 2026, buying an estimated $27.7K and bringing the position to 2,117 shares worth $595K. The position accounts for 0.04% of the portfolio, ranked #368.

Clear Creek Financial Management first reported a position in IBM in Q2 2020 and has held it in 23 quarters since. The position peaked at $797K in Q4 2022. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Clear Creek Financial Management held 2,117 shares of IBM worth $595K as of Q2 2026.
  • Clear Creek Financial Management bought 110 IBM shares in Q2 2026, an estimated $27.7K.
  • IBM made up 0.04% of Clear Creek Financial Management's portfolio in Q2 2026, its #368 holding.
  • Clear Creek Financial Management first reported a position in IBM in Q2 2020 and has held it in 23 quarters since.
  • Clear Creek Financial Management's IBM position peaked at $797K in Q4 2022.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.