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Cohen Investment Advisors’s IBM IBM Stock Holding History

Cohen Investment 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 		$638K Buy
2,633
+25
+1% +$6.76K 0.3% 51
2025
Q4 		$773K Sell
2,608
-52
-2% -$15.6K 0.36% 47
2025
Q3 		$751K Sell
2,660
-140
-5% -$36.6K 0.36% 45
2025
Q2 		$825K Sell
2,800
-172
-6% -$44.3K 0.43% 44
2025
Q1 		$739K Buy
2,972
+5
+0.2% +$1.22K 0.43% 44
2024
Q4 		$652K Buy
2,967
+9
+0.3% +$2K 0.39% 45
2024
Q3 		$654K Sell
2,958
-513
-15% -$101K 0.4% 45
2024
Q2 		$487K Sell
3,471
-40
-1% -$6.95K 0.39% 52
2024
Q1 		$670K Buy
3,511
+323
+10% +$58.9K 0.43% 46
2023
Q4 		$521K Sell
3,188
-283
-8% -$42.8K 0.38% 50
2023
Q3 		$487K Sell
3,471
-218
-6% -$31K 0.39% 52
2023
Q2 		$494K Buy
3,689
+59
+2% +$7.61K 0.4% 58
2023
Q1 		$476K Buy
3,630
+127
+4% +$17K 0.38% 59
2022
Q4 		$494K Buy
3,503
+205
+6% +$28.3K 0.41% 54
2022
Q3 		$392K Buy
3,298
+47
+1% +$6.17K 0.36% 60
2022
Q2 		$459K Buy
3,251
+56
+2% +$7.56K 0.39% 57
2022
Q1 		$415K Buy
3,195
+44
+1% +$5.74K 0.31% 69
2021
Q4 		$421K Sell
3,151
-93
-3% -$11.7K 0.3% 66
2021
Q3 		$431K Buy
3,244
+12
+0.4% +$1.6K 0.33% 58
2021
Q2 		$453K Sell
3,232
-24
-0.7% -$3.28K 0.35% 56
2021
Q1 		$415K Buy
3,256
+79
+2% +$9.46K 0.34% 60
2020
Q4 		$382K Buy
+3,177
New +$367K 0.34% 62

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Cohen Investment Advisors's IBM Position: Q1 2026 in Review

Cohen Investment Advisors increased its IBM (IBM) stake by 0.96% in Q1 2026, buying an estimated $6.76K and bringing the position to 2,633 shares worth $638K. The position accounts for 0.3% of the portfolio, ranked #51.

Cohen Investment Advisors first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $825K in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cohen Investment Advisors held 2,633 shares of IBM worth $638K as of Q1 2026.
  • Cohen Investment Advisors bought 25 IBM shares in Q1 2026, an estimated $6.76K.
  • IBM made up 0.3% of Cohen Investment Advisors's portfolio in Q1 2026, its #51 holding.
  • Cohen Investment Advisors first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's IBM position peaked at $825K in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.