Commonwealth Equity Services’s IBM IBM Stock Holding History

Commonwealth Equity Services’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	$146M	Sell	602,126 -15,779	-3%	-$4.27M	0.2%	91
2025 Q4	$183M	Sell	617,905 -46,460	-7%	-$13.9M	0.24%	73
2025 Q3	$187M	Sell	664,365 -35,990	-5%	-$9.42M	0.24%	77
2025 Q2	$206M	Sell	700,355 -9,811	-1%	-$2.53M	0.27%	67
2025 Q1	$177M	Sell	710,166 -1,701	-0.2%	-$416K	0.25%	71
2024 Q4	$156M	Buy	711,867 +11,742	+2%	+$2.62M	0.23%	76
2024 Q3	$155M	Buy	700,125 +3,987	+0.6%	+$782K	0.23%	77
2024 Q2	$120M	Buy	696,138 +2,640	+0.4%	+$459K	0.19%	97
2024 Q1	$132M	Sell	693,498 -24,622	-3%	-$4.49M	0.22%	85
2023 Q4	$117M	Sell	718,120 -10,292	-1%	-$1.56M	0.22%	88
2023 Q3	$102M	Buy	728,412 +17,516	+2%	+$2.49M	0.21%	90
2023 Q2	$95.1M	Sell	710,896 -4,087	-0.6%	-$527K	0.19%	104
2023 Q1	$93.7K	Sell	714,983 -4,511	-0.6%	-$603K	0.2%	103
2022 Q4	$101M	Buy	719,494 +28,315	+4%	+$3.91M	0.24%	80
2022 Q3	$1.39B	Buy	691,179 +40,779	+6%	+$5.35M	3.59%	2
2022 Q2	$91.8M	Buy	650,400 +25,658	+4%	+$3.46M	0.24%	83
2022 Q1	$81.2M	Buy	624,742 +50,726	+9%	+$6.62M	0.19%	108
2021 Q4	$95.8M	Sell	574,016 -8,939	-2%	-$1.12M	0.22%	90
2021 Q3	$77.4M	Buy	582,955 +26,542	+5%	+$3.55M	0.19%	103
2021 Q2	$78M	Buy	556,413 +22,791	+4%	+$3.12M	0.2%	103
2021 Q1	$68M	Buy	533,622 +8,045	+2%	+$963K	0.19%	109
2020 Q4	$63.3M	Buy	525,577 +5,313	+1%	+$614K	0.19%	113
2020 Q3	$60.5M	Sell	520,264 -25,575	-5%	-$3.01M	0.21%	101
2020 Q2	$63M	Buy	545,839 +13,834	+3%	+$1.61M	0.24%	87
2020 Q1	$56.4M	Sell	532,005 -4,871	-0.9%	-$616K	0.26%	82
2019 Q4	$68.8M	Buy	536,876 +16,555	+3%	+$2.15M	0.26%	77
2019 Q3	$72.3M	Sell	520,321 -9,492	-2%	-$1.28M	0.31%	71
2019 Q2	$69.8M	Buy	529,813 +13,438	+3%	+$1.77M	0.31%	71
2019 Q1	$69.7M	Buy	516,375 +15,185	+3%	+$1.94M	0.32%	71
2018 Q4	$54.5M	Buy	501,190 +21,469	+4%	+$2.58M	0.29%	77
2018 Q3	$69.3M	Buy	479,721 +17,667	+4%	+$2.47M	0.33%	67
2018 Q2	$61.7M	Buy	462,054 +3,844	+0.8%	+$536K	0.32%	71
2018 Q1	$67.2M	Buy	458,210 +20,097	+5%	+$3.04M	0.36%	61
2017 Q4	$64.3M	Buy	438,113 +3,699	+0.9%	+$538K	0.35%	65
2017 Q3	$60.3M	Buy	434,414 +7,935	+2%	+$1.11M	0.36%	64
2017 Q2	$62.7M	Sell	426,479 -972	-0.2%	-$147K	0.4%	55
2017 Q1	$71.2M	Buy	427,451 +15,074	+4%	+$2.53M	0.48%	46
2016 Q4	$65.4M	Buy	412,377 +44	+0%	+$6.7K	0.48%	46
2016 Q3	$62.6M	Buy	412,333 +9,470	+2%	+$1.44M	0.5%	43
2016 Q2	$58.5M	Buy	402,863 +25,034	+7%	+$3.58M	0.49%	41
2016 Q1	$54.7M	Buy	377,829 +15,177	+4%	+$1.94M	0.49%	39
2015 Q4	$47.7M	Buy	362,652 +2,799	+0.8%	+$376K	0.45%	42
2015 Q3	$49.9M	Buy	359,853 +26,215	+8%	+$3.87M	0.53%	37
2015 Q2	$51.9M	Buy	333,638 +12,433	+4%	+$2M	0.52%	35
2015 Q1	$49.3M	Buy	321,205 +7,853	+3%	+$1.19M	0.51%	33
2014 Q4	$48.1M	Sell	313,352 -12,219	-4%	-$1.94M	0.54%	34
2014 Q3	$59.1M	Buy	325,571 +7,879	+2%	+$1.44M	0.72%	25
2014 Q2	$55.1M	Sell	317,692 -11,447	-3%	-$2.06M	0.67%	25
2014 Q1	$60.6M	Buy	329,139 +12,046	+4%	+$2.12M	0.84%	21
2013 Q4	$56.9M	Buy	317,093 +8,015	+3%	+$1.38M	0.83%	21
2013 Q3	$54.7M	Buy	309,078 +835	+0.3%	+$152K	0.89%	19
2013 Q2	$56.3M	Buy	+308,243	New	+$60M	0.99%	13

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

Commonwealth Equity Services's IBM Position: Q1 2026 in Review

Commonwealth Equity Services reduced its IBM (IBM) stake by 2.6% in Q1 2026, selling an estimated $4.27M and leaving 602,126 shares worth $146M. The position accounts for 0.2% of the portfolio, ranked #91.

Commonwealth Equity Services first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.39B in Q3 2022. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Commonwealth Equity Services held 602,126 shares of IBM worth $146M as of Q1 2026.
Commonwealth Equity Services sold 15,779 IBM shares in Q1 2026, an estimated $4.27M.
IBM made up 0.2% of Commonwealth Equity Services's portfolio in Q1 2026, its #91 holding.
Commonwealth Equity Services first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Commonwealth Equity Services's IBM position peaked at $1.39B in Q3 2022.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.