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Commonwealth Retirement Investments’s IBM IBM Stock Holding History

Commonwealth Retirement Investments’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 		$536K Sell
2,212
-87
-4% -$23.5K 0.17% 88
2025
Q4 		$681K Sell
2,299
-260
-10% -$77.9K 0.22% 84
2025
Q3 		$722K Buy
2,559
+49
+2% +$12.8K 0.25% 81
2025
Q2 		$740K Sell
2,510
-14,284
-85% -$3.68M 0.28% 80
2025
Q1 		$4.18M Buy
16,794
+477
+3% +$117K 1.7% 17
2024
Q4 		$3.59M Buy
16,317
+456
+3% +$102K 1.48% 18
2024
Q3 		$3.51M Buy
15,861
+1,091
+7% +$214K 1.47% 19
2024
Q2 		$2.55M Buy
+14,770
New +$2.57M 1.17% 24

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

Commonwealth Retirement Investments's IBM Position: Q1 2026 in Review

Commonwealth Retirement Investments reduced its IBM (IBM) stake by 3.8% in Q1 2026, selling an estimated $23.5K and leaving 2,212 shares worth $536K. The position accounts for 0.17% of the portfolio, ranked #88.

Commonwealth Retirement Investments first reported a position in IBM in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.18M in Q1 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Commonwealth Retirement Investments held 2,212 shares of IBM worth $536K as of Q1 2026.
  • Commonwealth Retirement Investments sold 87 IBM shares in Q1 2026, an estimated $23.5K.
  • IBM made up 0.17% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #88 holding.
  • Commonwealth Retirement Investments first reported a position in IBM in Q2 2024 and has held it in 8 quarters since.
  • Commonwealth Retirement Investments's IBM position peaked at $4.18M in Q1 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.