Cobblestone Asset Management’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$242K Hold
1,000
0.11% 66
2025
Q4
$296K Hold
1,000
0.13% 60
2025
Q3
$282K Hold
1,000
0.13% 62
2025
Q2
$295K Hold
1,000
0.16% 59
2025
Q1
$249K Hold
1,000
0.15% 56
2024
Q4
$220K Hold
1,000
0.14% 51
2024
Q3
$221K Buy
+1,000
New +$196K 0.13% 44
2023
Q4
Sell
-1,575
Closed -$221K 47
2023
Q3
$221K Buy
+1,575
New +$224K 0.18% 38

Other funds holding IBM

Cobblestone Asset Management's IBM Position: Q1 2026 in Review

Cobblestone Asset Management held its IBM (IBM) position steady in Q1 2026 at 1,000 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #66.

Cobblestone Asset Management first reported a position in IBM in Q3 2023 and has held it in 8 quarters since. The position peaked at $296K in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cobblestone Asset Management held 1,000 shares of IBM worth $242K as of Q1 2026.
  • Cobblestone Asset Management left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.11% of Cobblestone Asset Management's portfolio in Q1 2026, its #66 holding.
  • Cobblestone Asset Management first reported a position in IBM in Q3 2023 and has held it in 8 quarters since.
  • Cobblestone Asset Management's IBM position peaked at $296K in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cobblestone Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.