CFG
IBM icon

CMC Financial Group’s IBM IBM Stock Holding History

CMC Financial Group’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 		$771K Buy
2,742
+347
+14% +$87.4K 1.49% 13
2026
Q1 		$581K Sell
2,395
-348
-13% -$94.2K 1.14% 24
2025
Q4 		$813K Sell
2,743
-2
-0.1% -$599 1.45% 15
2025
Q3 		$775K Buy
+2,745
New +$719K 1.43% 17
2023
Q1 		– Sell
-3,065
Closed -$413K – 20
2022
Q4 		$413K Buy
3,065
+29
+1% +$4K 0.66% 17
2022
Q3 		$361K Buy
3,036
+32
+1% +$4.2K 0.85% 15
2022
Q2 		$424K Buy
3,004
+31
+1% +$4.18K 0.72% 16
2022
Q1 		$404K Buy
2,973
+32
+1% +$4.17K 0.45% 26
2021
Q4 		$393K Sell
2,941
-101
-3% -$12.7K 0.21% 25
2021
Q3 		$404K Buy
3,042
+31
+1% +$4.14K 0.24% 20
2021
Q2 		$422K Buy
3,011
+27
+0.9% +$3.69K 0.24% 22
2021
Q1 		$380K Buy
2,984
+32
+1% +$3.83K 0.23% 23
2020
Q4 		$355K Buy
2,952
+32
+1% +$3.7K 0.28% 21
2020
Q3 		$340K Buy
2,920
+32
+1% +$3.77K 0.33% 19
2020
Q2 		$333K Buy
2,888
+29
+1% +$3.37K 0.25% 20
2020
Q1 		$303K Buy
2,859
+32
+1% +$4.05K 1.32% 17
2019
Q4 		$362K Buy
2,827
+28
+1% +$3.64K 0.31% 31
2019
Q3 		$389K Buy
2,799
+26
+0.9% +$3.51K 0.51% 24
2019
Q2 		$366K Buy
2,773
+27
+1% +$3.55K 0.47% 29
2019
Q1 		$370K Buy
+2,746
New +$350K 0.34% 25

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

CMC Financial Group's IBM Position: Q2 2026 in Review

CMC Financial Group increased its IBM (IBM) stake by 14% in Q2 2026, buying an estimated $87.4K and bringing the position to 2,742 shares worth $771K. The position accounts for 1.49% of the portfolio, ranked #13.

CMC Financial Group first reported a position in IBM in Q1 2019 and has held it in 20 quarters since. The position peaked at $813K in Q4 2025. 3,628 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CMC Financial Group held 2,742 shares of IBM worth $771K as of Q2 2026.
  • CMC Financial Group bought 347 IBM shares in Q2 2026, an estimated $87.4K.
  • IBM made up 1.49% of CMC Financial Group's portfolio in Q2 2026, its #13 holding.
  • CMC Financial Group first reported a position in IBM in Q1 2019 and has held it in 20 quarters since.
  • CMC Financial Group's IBM position peaked at $813K in Q4 2025.
  • 3,628 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CMC Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.