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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
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 $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

CMC Financial Group's IBM Position: Q1 2026 in Review

CMC Financial Group reduced its IBM (IBM) stake by 13% in Q1 2026, selling an estimated $94.2K and leaving 2,395 shares worth $581K. The position accounts for 1.14% of the portfolio, ranked #24.

CMC Financial Group first reported a position in IBM in Q1 2019 and has held it in 19 quarters since. The position peaked at $813K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • CMC Financial Group held 2,395 shares of IBM worth $581K as of Q1 2026.
  • CMC Financial Group sold 348 IBM shares in Q1 2026, an estimated $94.2K.
  • IBM made up 1.14% of CMC Financial Group's portfolio in Q1 2026, its #24 holding.
  • CMC Financial Group first reported a position in IBM in Q1 2019 and has held it in 19 quarters since.
  • CMC Financial Group's IBM position peaked at $813K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.