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CM Wealth Advisors’s IBM IBM Stock Holding History

CM Wealth Advisors’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 		$720K Buy
2,559
+360
+16% +$90.7K 0.13% 76
2026
Q1 		$533K Sell
2,199
-85
-4% -$23K 0.11% 74
2025
Q4 		$677K Buy
2,284
+488
+27% +$146K 0.15% 62
2025
Q3 		$507K Hold
1,796
– – 0.13% 56
2025
Q2 		$529K Sell
1,796
-490
-21% -$126K 0.16% 51
2025
Q1 		$568K Hold
2,286
– – 0.18% 52
2024
Q4 		$503K Hold
2,286
– – 0.16% 53
2024
Q3 		$505K Hold
2,286
– – 0.16% 51
2024
Q2 		$395K Buy
+2,286
New +$397K 0.19% 47
2024
Q1 		– Sell
-1,683
Closed -$275K – 187
2023
Q4 		$275K Hold
1,683
– – 0.12% 63
2023
Q3 		$256K Buy
+1,683
New +$239K 0.1% 70
2023
Q2 		– Sell
-1,725
Closed -$217K – 289
2023
Q1 		$217K Buy
1,725
+42
+2% +$5.62K 0.04% 358
2022
Q4 		$237K Buy
+1,683
New +$232K 0.12% 63
2022
Q3 		– Sell
-1,683
Closed -$238K – 71
2022
Q2 		$238K Buy
+1,683
New +$227K 0.15% 64

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

CM Wealth Advisors's IBM Position: Q2 2026 in Review

CM Wealth Advisors increased its IBM (IBM) stake by 16% in Q2 2026, buying an estimated $90.7K and bringing the position to 2,559 shares worth $720K. The position accounts for 0.13% of the portfolio, ranked #76.

CM Wealth Advisors first reported a position in IBM in Q2 2022 and has held it in 14 quarters since. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CM Wealth Advisors held 2,559 shares of IBM worth $720K as of Q2 2026.
  • CM Wealth Advisors bought 360 IBM shares in Q2 2026, an estimated $90.7K.
  • IBM made up 0.13% of CM Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • CM Wealth Advisors first reported a position in IBM in Q2 2022 and has held it in 14 quarters since.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.