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Cobblestone Capital Advisors’s IBM IBM Stock Holding History

Cobblestone Capital Advisors’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
2025
Q3 		$1.32M Buy
4,680
+22
+0.5% +$5.76K 0.06% 115
2025
Q2 		$1.37M Sell
4,658
-931
-17% -$240K 0.07% 114
2025
Q1 		$1.39M Sell
5,589
-16
-0.3% -$3.91K 0.08% 114
2024
Q4 		$1.23M Buy
5,605
+60
+1% +$13.4K 0.07% 119
2024
Q3 		$1.23M Sell
5,545
-253
-4% -$49.6K 0.07% 118
2024
Q2 		$1M Sell
5,798
-393
-6% -$68.3K 0.06% 128
2024
Q1 		$1.18M Sell
6,191
-40
-0.6% -$7.3K 0.07% 111
2023
Q4 		$1.02M Sell
6,231
-38
-0.6% -$5.74K 0.07% 124
2023
Q3 		$880K Hold
6,269
– – 0.07% 119
2023
Q2 		$839K Sell
6,269
-168
-3% -$21.7K 0.06% 127
2023
Q1 		$844K Sell
6,437
-370
-5% -$49.5K 0.06% 126
2022
Q4 		$959K Sell
6,807
-18
-0.3% -$2.48K 0.07% 122
2022
Q3 		$811K Sell
6,825
-3,000
-31% -$394K 0.07% 120
2022
Q2 		$1.39M Buy
9,825
+1,052
+12% +$142K 0.11% 86
2022
Q1 		$1.14M Buy
8,773
+2,914
+50% +$380K 0.08% 108
2021
Q4 		$783K Sell
5,859
-761
-11% -$95.4K 0.05% 140
2021
Q3 		$879K Sell
6,620
-131
-2% -$17.5K 0.06% 123
2021
Q2 		$946K Buy
6,751
+136
+2% +$18.6K 0.06% 122
2021
Q1 		$843K Buy
6,615
+459
+7% +$54.9K 0.06% 126
2020
Q4 		$741K Sell
6,156
-695
-10% -$80.3K 0.06% 130
2020
Q3 		$797K Buy
6,851
+52
+0.8% +$6.12K 0.07% 119
2020
Q2 		$785K Buy
6,799
+16
+0.2% +$1.86K 0.07% 114
2020
Q1 		$719K Sell
6,783
-26
-0.4% -$3.29K 0.08% 114
2019
Q4 		$873K Sell
6,809
-478
-7% -$62.1K 0.08% 111
2019
Q3 		$1.01M Buy
7,287
+91
+1% +$12.3K 0.1% 97
2019
Q2 		$949K Buy
7,196
+42
+0.6% +$5.52K 0.09% 105
2019
Q1 		$965K Hold
7,154
– – 0.09% 97
2018
Q4 		$777K Sell
7,154
-182
-2% -$21.8K 0.08% 102
2018
Q3 		$1.06M Buy
7,336
+16
+0.2% +$2.24K 0.1% 95
2018
Q2 		$978K Buy
7,320
+949
+15% +$132K 0.1% 96
2018
Q1 		$935K Sell
6,371
-170
-3% -$25.7K 0.09% 106
2017
Q4 		$959K Sell
6,541
-1,984
-23% -$289K 0.1% 107
2017
Q3 		$1.18M Buy
8,525
+765
+10% +$107K 0.15% 73
2017
Q2 		$1.14M Sell
7,760
-198
-2% -$29.9K 0.15% 72
2017
Q1 		$1.32M Buy
7,958
+42
+0.5% +$7.04K 0.18% 69
2016
Q4 		$1.26M Sell
7,916
-458
-5% -$69.8K 0.17% 69
2016
Q3 		$1.27M Buy
8,374
+761
+10% +$115K 0.18% 71
2016
Q2 		$1.1M Buy
7,613
+351
+5% +$50.2K 0.16% 73
2016
Q1 		$1.05M Sell
7,262
-84
-1% -$10.7K 0.15% 77
2015
Q4 		$967K Buy
7,346
+296
+4% +$39.8K 0.15% 84
2015
Q3 		$977K Buy
7,050
+549
+8% +$81.1K 0.16% 81
2015
Q2 		$1.01M Buy
6,501
+136
+2% +$21.9K 0.15% 85
2015
Q1 		$977K Sell
6,365
-188
-3% -$28.5K 0.15% 85
2014
Q4 		$1M Sell
6,553
-317
-5% -$50.4K 0.18% 82
2014
Q3 		$1.25M Sell
6,870
-392
-5% -$71.4K 0.23% 68
2014
Q2 		$1.26M Sell
7,262
-578
-7% -$104K 0.24% 68
2014
Q1 		$1.44M Sell
7,840
-334
-4% -$58.8K 0.28% 65
2013
Q4 		$1.47M Sell
8,174
-3,135
-28% -$541K 0.28% 67
2013
Q3 		$2M Sell
11,309
-1,538
-12% -$280K 0.41% 57
2013
Q2 		$2.35M Buy
+12,847
New +$2.5M 0.52% 56

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cobblestone Capital Advisors's IBM Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its IBM (IBM) stake by 0.47% in Q3 2025, buying an estimated $5.76K and bringing the position to 4,680 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #115.

Cobblestone Capital Advisors first reported a position in IBM in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.35M in Q2 2013. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Cobblestone Capital Advisors held 4,680 shares of IBM worth $1.32M as of Q3 2025.
  • Cobblestone Capital Advisors bought 22 IBM shares in Q3 2025, an estimated $5.76K.
  • IBM made up 0.06% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #115 holding.
  • Cobblestone Capital Advisors first reported a position in IBM in Q2 2013 and has held it in 50 quarters since.
  • Cobblestone Capital Advisors's IBM position peaked at $2.35M in Q2 2013.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.