CIA
IBM icon

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
Q2 		$726K Sell
2,580
-53
-2% -$13.4K 0.33% 49
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cohen Investment Advisors's IBM Position: Q2 2026 in Review

Cohen Investment Advisors reduced its IBM (IBM) stake by 2% in Q2 2026, selling an estimated $13.4K and leaving 2,580 shares worth $726K. The position accounts for 0.33% of the portfolio, ranked #49.

Cohen Investment Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $825K in Q2 2025. 3,632 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cohen Investment Advisors held 2,580 shares of IBM worth $726K as of Q2 2026.
  • Cohen Investment Advisors sold 53 IBM shares in Q2 2026, an estimated $13.4K.
  • IBM made up 0.33% of Cohen Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Cohen Investment Advisors first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Cohen Investment Advisors's IBM position peaked at $825K in Q2 2025.
  • 3,632 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.