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CLG LLC’s IBM IBM Stock Holding History

CLG LLC’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 		$947K Buy
3,366
+116
+4% +$29.2K 0.21% 60
2026
Q1 		$788K Buy
3,250
+21
+0.7% +$5.68K 0.2% 58
2025
Q4 		$957K Buy
3,229
+16
+0.5% +$4.79K 0.24% 51
2025
Q3 		$907K Sell
3,213
-412
-11% -$108K 0.25% 57
2025
Q2 		$1.07M Buy
3,625
+21
+0.6% +$5.41K 0.33% 48
2025
Q1 		$896K Buy
3,604
+23
+0.6% +$5.63K 0.31% 53
2024
Q4 		$787K Buy
+3,581
New +$798K 0.28% 58

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

CLG LLC's IBM Position: Q2 2026 in Review

CLG LLC increased its IBM (IBM) stake by 3.6% in Q2 2026, buying an estimated $29.2K and bringing the position to 3,366 shares worth $947K. The position accounts for 0.21% of the portfolio, ranked #60.

CLG LLC first reported a position in IBM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CLG LLC held 3,366 shares of IBM worth $947K as of Q2 2026.
  • CLG LLC bought 116 IBM shares in Q2 2026, an estimated $29.2K.
  • IBM made up 0.21% of CLG LLC's portfolio in Q2 2026, its #60 holding.
  • CLG LLC first reported a position in IBM in Q4 2024 and has held it in 7 quarters since.
  • CLG LLC's IBM position peaked at $1.07M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.