CMG Global Holdings’s IBM IBM Stock Holding History

CMG Global Holdings’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	$248K	Buy	+881	New	+$222K	0.11%	90
2026 Q1	–	Sell	-744	Closed	-$215K	–	99
2025 Q4	$215K	Buy	744 +6	+0.8%	+$1.8K	0.1%	93
2025 Q3	$207K	Buy	+738	New	+$193K	0.1%	94
2023 Q3	–	Sell	-2,394	Closed	-$320K	–	86
2023 Q2	$320K	Buy	2,394 +3	+0.1%	+$387	0.26%	69
2023 Q1	$313K	Buy	2,391 +3	+0.1%	+$401	0.28%	68
2022 Q4	$336K	Buy	2,388 +3	+0.1%	+$414	0.32%	62
2022 Q3	$283K	Buy	2,385 +95	+4%	+$12.5K	0.31%	68
2022 Q2	$323K	Buy	2,290 +3	+0.1%	+$405	0.33%	69
2022 Q1	$297K	Sell	2,287 -890	-28%	-$116K	0.24%	71
2021 Q4	$425K	Sell	3,177 -682	-18%	-$85.5K	0.27%	62
2021 Q3	$512K	Sell	3,859 -1,313	-25%	-$176K	0.38%	52
2021 Q2	$725K	Sell	5,172 -462	-8%	-$63.2K	0.55%	42
2021 Q1	$718K	Buy	+5,634	New	+$674K	0.62%	40

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CMG Global Holdings's IBM Position: Q2 2026 in Review

CMG Global Holdings opened a new position in IBM (IBM) in Q2 2026: 881 shares worth $248K. The stake represents 0.11% of the portfolio and ranks #90 among its holdings. This is a return to the name: CMG Global Holdings previously reported a position in IBM as recently as Q4 2025.

CMG Global Holdings first reported a position in IBM in Q1 2021 and has held it in 13 quarters since. The position peaked at $725K in Q2 2021. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

CMG Global Holdings held 881 shares of IBM worth $248K as of Q2 2026.
IBM was a new CMG Global Holdings position in Q2 2026.
IBM made up 0.11% of CMG Global Holdings's portfolio in Q2 2026, its #90 holding.
CMG Global Holdings first reported a position in IBM in Q1 2021 and has held it in 13 quarters since.
CMG Global Holdings's IBM position peaked at $725K in Q2 2021.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.