Cobblestone Asset Management’s IBM IBM Stock Holding History

Cobblestone Asset Management’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 Q3	$220K	Hold	1,000	–	–	0.09%	73
2026 Q2	$281K	Hold	1,000	–	–	0.12%	66
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cobblestone Asset Management's IBM Position: Q3 2026 in Review

Cobblestone Asset Management held its IBM (IBM) position steady in Q3 2026 at 1,000 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #73.

Cobblestone Asset Management first reported a position in IBM in Q3 2023 and has held it in 10 quarters since. The position peaked at $296K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Cobblestone Asset Management held 1,000 shares of IBM worth $220K as of Q3 2026.
Cobblestone Asset Management left its IBM share count unchanged in Q3 2026.
IBM made up 0.09% of Cobblestone Asset Management's portfolio in Q3 2026, its #73 holding.
Cobblestone Asset Management first reported a position in IBM in Q3 2023 and has held it in 10 quarters since.
Cobblestone Asset Management's IBM position peaked at $296K in Q4 2025.
1,020 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Cobblestone Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.