Cohen Klingenstein’s IBM IBM Stock Holding History

Cohen Klingenstein’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 Q3	$6.85M	Hold	31,167	–	–	0.2%	57
2026 Q2	$8.76M	Hold	31,167	–	–	0.25%	50
2026 Q1	$7.55M	Hold	31,167	–	–	0.24%	50
2025 Q4	$9.23M	Hold	31,167	–	–	0.28%	46
2025 Q3	$8.79M	Hold	31,167	–	–	0.28%	46
2025 Q2	$9.19M	Hold	31,167	–	–	0.31%	42
2025 Q1	$7.75M	Hold	31,167	–	–	0.28%	51
2024 Q4	$6.85M	Sell	31,167 -2,548	-8%	-$567K	0.23%	52
2024 Q3	$7.45M	Hold	33,715	–	–	0.26%	59
2024 Q2	$5.83M	Hold	33,715	–	–	0.21%	67
2024 Q1	$6.44M	Hold	33,715	–	–	0.24%	66
2023 Q4	$5.51M	Hold	33,715	–	–	0.23%	70
2023 Q3	$4.73M	Hold	33,715	–	–	0.21%	72
2023 Q2	$4.51M	Hold	33,715	–	–	0.2%	78
2023 Q1	$4.42M	Hold	33,715	–	–	0.21%	78
2022 Q4	$4.75M	Hold	33,715	–	–	0.24%	74
2022 Q3	$4.01M	Hold	33,715	–	–	0.21%	80
2022 Q2	$4.76M	Hold	33,715	–	–	0.24%	76
2022 Q1	$4.38M	Hold	33,715	–	–	0.18%	87
2021 Q4	$4.51M	Sell	33,715 -3,873	-10%	-$486K	0.18%	86
2021 Q3	$4.99M	Hold	37,588	–	–	0.22%	78
2021 Q2	$5.27M	Buy	37,588 +146	+0.4%	+$20K	0.23%	78
2021 Q1	$4.77M	Hold	37,442	–	–	0.22%	82
2020 Q4	$4.51M	Sell	37,442 -2,018	-5%	-$233K	0.23%	81
2020 Q3	$4.59M	Hold	39,460	–	–	0.26%	75
2020 Q2	$4.56M	Hold	39,460	–	–	0.28%	72
2020 Q1	$4.18M	Hold	39,460	–	–	0.31%	70
2019 Q4	$5.06M	Hold	39,460	–	–	0.29%	74
2019 Q3	$5.49M	Hold	39,460	–	–	0.34%	65
2019 Q2	$5.2M	Hold	39,460	–	–	0.37%	65
2019 Q1	$5.32M	Hold	39,460	–	–	0.37%	58
2018 Q4	$4.29M	Hold	39,460	–	–	0.65%	25
2018 Q3	$5.7M	Hold	39,460	–	–	0.73%	22
2018 Q2	$5.27M	Hold	39,460	–	–	0.72%	24
2018 Q1	$5.79M	Hold	39,460	–	–	0.82%	22
2017 Q4	$5.79M	Hold	39,460	–	–	0.82%	21
2017 Q3	$5.47M	Hold	39,460	–	–	0.83%	24
2017 Q2	$5.8M	Hold	39,460	–	–	0.9%	21
2017 Q1	$6.57M	Sell	39,460 -774	-2%	-$130K	1.05%	17
2016 Q4	$6.38M	Hold	40,234	–	–	1.09%	16
2016 Q3	$6.11M	Hold	40,234	–	–	1.06%	19
2016 Q2	$5.84M	Hold	40,234	–	–	1.07%	19
2016 Q1	$5.83M	Sell	40,234 -241	-0.6%	-$30.8K	1.1%	18
2015 Q4	$5.32M	Hold	40,475	–	–	0.99%	20
2015 Q3	$5.61M	Sell	40,475 -2,092	-5%	-$309K	1.11%	19
2015 Q2	$6.62M	Sell	42,567 -136	-0.3%	-$21.9K	1.19%	17
2015 Q1	$6.55M	Buy	42,703 +120	+0.3%	+$18.2K	1.2%	21
2014 Q4	$6.53M	Hold	42,583	–	–	1.23%	19
2014 Q3	$7.73M	Hold	42,583	–	–	1.36%	15
2014 Q2	$7.38M	Hold	42,583	–	–	1.41%	17
2014 Q1	$7.84M	Hold	42,583	–	–	1.56%	14
2013 Q4	$7.64M	Hold	42,583	–	–	1.52%	15
2013 Q3	$7.54M	Hold	42,583	–	–	1.65%	13
2013 Q2	$7.78M	Buy	+42,583	New	+$8.29M	1.81%	11

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Cohen Klingenstein's IBM Position: Q3 2026 in Review

Cohen Klingenstein held its IBM (IBM) position steady in Q3 2026 at 31,167 shares worth $6.85M. The position accounts for 0.2% of the portfolio, ranked #57.

Cohen Klingenstein first reported a position in IBM in Q2 2013 and has held it in 54 quarters since. The position peaked at $9.23M in Q4 2025. 1,483 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Cohen Klingenstein held 31,167 shares of IBM worth $6.85M as of Q3 2026.
Cohen Klingenstein left its IBM share count unchanged in Q3 2026.
IBM made up 0.2% of Cohen Klingenstein's portfolio in Q3 2026, its #57 holding.
Cohen Klingenstein first reported a position in IBM in Q2 2013 and has held it in 54 quarters since.
Cohen Klingenstein's IBM position peaked at $9.23M in Q4 2025.
1,483 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Cohen Klingenstein's 13F filing for Q3 2026, filed 15 Oct 2026.