COFG Advisors’s IBM IBM Stock Holding History

COFG 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
2026 Q1	$334K	Sell	1,377 -76	-5%	-$20.6K	0.08%	152
2025 Q4	$431K	Buy	+1,453	New	+$435K	0.11%	131

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

COFG Advisors's IBM Position: Q1 2026 in Review

COFG Advisors reduced its IBM (IBM) stake by 5.2% in Q1 2026, selling an estimated $20.6K and leaving 1,377 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #152.

COFG Advisors first reported a position in IBM in Q4 2025 and has held it in 2 quarters since. The position peaked at $431K in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

COFG Advisors held 1,377 shares of IBM worth $334K as of Q1 2026.
COFG Advisors sold 76 IBM shares in Q1 2026, an estimated $20.6K.
IBM made up 0.08% of COFG Advisors's portfolio in Q1 2026, its #152 holding.
COFG Advisors first reported a position in IBM in Q4 2025 and has held it in 2 quarters since.
COFG Advisors's IBM position peaked at $431K in Q4 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on COFG Advisors's 13F filing for Q1 2026, filed 11 May 2026.