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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
Q2 		$632K Buy
2,248
+36
+2% +$9.07K 0.17% 85
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 $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

Commonwealth Retirement Investments's IBM Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its IBM (IBM) stake by 1.6% in Q2 2026, buying an estimated $9.07K and bringing the position to 2,248 shares worth $632K. The position accounts for 0.17% of the portfolio, ranked #85.

Commonwealth Retirement Investments first reported a position in IBM in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.18M in Q1 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Commonwealth Retirement Investments held 2,248 shares of IBM worth $632K as of Q2 2026.
  • Commonwealth Retirement Investments bought 36 IBM shares in Q2 2026, an estimated $9.07K.
  • IBM made up 0.17% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #85 holding.
  • Commonwealth Retirement Investments first reported a position in IBM in Q2 2024 and has held it in 9 quarters since.
  • Commonwealth Retirement Investments's IBM position peaked at $4.18M in Q1 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.