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CogentBlue Wealth Advisors’s IBM IBM Stock Holding History

CogentBlue Wealth 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
Q2 		– Sell
-936
Closed -$227K – 106
2026
Q1 		$227K Sell
936
-72
-7% -$19.5K 0.15% 63
2025
Q4 		$299K Buy
1,008
+16
+2% +$4.79K 0.2% 53
2025
Q3 		$280K Sell
992
-66
-6% -$17.3K 0.19% 57
2025
Q2 		$312K Buy
1,058
+170
+19% +$43.8K 0.24% 52
2025
Q1 		$221K Buy
+888
New +$217K 0.19% 57

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CogentBlue Wealth Advisors's IBM Position: Q2 2026 in Review

CogentBlue Wealth Advisors sold out of IBM (IBM) in Q2 2026, closing a stake of 936 shares — an estimated $227K sold.

CogentBlue Wealth Advisors first reported a position in IBM in Q1 2025 and held it in 5 quarters. The position peaked at $312K in Q2 2025. 866 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CogentBlue Wealth Advisors reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 936 IBM shares in Q2 2026, an estimated $227K.
  • CogentBlue Wealth Advisors first reported a position in IBM in Q1 2025 and held it in 5 quarters.
  • CogentBlue Wealth Advisors's IBM position peaked at $312K in Q2 2025.
  • 866 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.