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Commonwealth Financial Services’s IBM IBM Stock Holding History

Commonwealth Financial 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
Q2 		$829K Buy
2,946
+77
+3% +$19.4K 0.11% 111
2026
Q1 		$696K Buy
2,869
+134
+5% +$36.3K 0.11% 103
2025
Q4 		$810K Buy
2,735
+72
+3% +$21.6K 0.13% 88
2025
Q3 		$751K Buy
2,663
+46
+2% +$12K 0.13% 91
2025
Q2 		$772K Buy
2,617
+19
+0.7% +$4.89K 0.15% 83
2025
Q1 		$646K Buy
2,598
+582
+29% +$142K 0.13% 97
2024
Q4 		$443K Buy
2,016
+202
+11% +$45K 0.09% 113
2024
Q3 		$398K Buy
1,814
+14
+0.8% +$2.75K 0.08% 116
2024
Q2 		$320K Buy
1,800
+1
+0.1% +$174 0.07% 130
2024
Q1 		$294K Hold
1,799
– – 0.07% 139
2023
Q4 		$294K Sell
1,799
-44
-2% -$6.65K 0.07% 139
2023
Q3 		$259K Buy
+1,843
New +$262K 0.08% 149
2017
Q1 		$333K Buy
2,015
+44
+2% +$7.38K 0.36% 32
2016
Q4 		$321K Buy
1,971
+70
+4% +$10.7K 0.32% 35
2016
Q3 		$289K Buy
1,901
+501
+36% +$76K 0.27% 46
2016
Q2 		$203K Hold
1,400
– – 0.24% 47
2016
Q1 		$203K Sell
1,400
-784
-36% -$100K 0.3% 37
2015
Q4 		$287K Buy
+2,184
New +$293K 0.97% 35

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Financial Services's IBM Position: Q2 2026 in Review

Commonwealth Financial Services increased its IBM (IBM) stake by 2.7% in Q2 2026, buying an estimated $19.4K and bringing the position to 2,946 shares worth $829K. The position accounts for 0.11% of the portfolio, ranked #111.

Commonwealth Financial Services first reported a position in IBM in Q4 2015 and has held it in 18 quarters since. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Commonwealth Financial Services held 2,946 shares of IBM worth $829K as of Q2 2026.
  • Commonwealth Financial Services bought 77 IBM shares in Q2 2026, an estimated $19.4K.
  • IBM made up 0.11% of Commonwealth Financial Services's portfolio in Q2 2026, its #111 holding.
  • Commonwealth Financial Services first reported a position in IBM in Q4 2015 and has held it in 18 quarters since.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.