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Community Financial Services Group’s IBM IBM Stock Holding History

Community Financial Services Group’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 		$474K Buy
1,656
+608
+58% +$153K 0.07% 93
2026
Q1 		$255K Buy
1,048
+65
+7% +$17.6K 0.04% 106
2025
Q4 		$291K Hold
983
– – 0.05% 87
2025
Q3 		$277K Hold
983
– – 0.05% 87
2025
Q2 		$290K Hold
983
– – 0.06% 86
2025
Q1 		$244K Hold
983
– – 0.05% 94
2024
Q4 		$216K Hold
983
– – 0.04% 114
2024
Q3 		$217K Buy
+983
New +$193K 0.04% 117
2019
Q2 		– Sell
-3,249
Closed -$438K – 78
2019
Q1 		$438K Hold
3,249
– – 0.15% 58
2018
Q4 		$353K Hold
3,249
– – 0.13% 62
2018
Q3 		$470K Hold
3,249
– – 0.16% 57
2018
Q2 		$434K Buy
+3,249
New +$453K 0.16% 58
2017
Q4 		– Sell
-1,601
Closed -$223K – 70
2017
Q3 		$223K Sell
1,601
-621
-28% -$86.5K 0.09% 59
2017
Q2 		$327K Sell
2,222
-37,938
-94% -$5.72M 0.14% 50
2017
Q1 		$6.69M Buy
40,160
+1,440
+4% +$241K 3% 11
2016
Q4 		$6.14M Buy
38,720
+172
+0.4% +$26.2K 2.9% 12
2016
Q3 		$5.85M Buy
38,548
+647
+2% +$98.2K 2.77% 13
2016
Q2 		$5.5M Sell
37,901
-129
-0.3% -$18.5K 2.71% 12
2016
Q1 		$5.51M Buy
38,030
+996
+3% +$127K 2.7% 13
2015
Q4 		$4.87M Buy
37,034
+16,568
+81% +$2.23M 2.39% 18
2015
Q3 		$2.84M Buy
20,466
+2,019
+11% +$298K 1.41% 32
2015
Q2 		$2.87M Buy
18,447
+3,046
+20% +$490K 1.37% 35
2015
Q1 		$2.36M Buy
15,401
+13,251
+616% +$2.01M 1.11% 34
2014
Q4 		$330K Sell
2,150
-33
-2% -$5.25K 0.15% 61
2014
Q3 		$396K Sell
2,183
-16
-0.7% -$2.92K 0.2% 57
2014
Q2 		$381K Sell
2,199
-47
-2% -$8.46K 0.19% 57
2014
Q1 		$413K Sell
2,246
-255
-10% -$44.9K 0.2% 56
2013
Q4 		$448K Buy
2,501
+188
+8% +$32.4K 0.24% 53
2013
Q3 		$410K Buy
2,313
+89
+4% +$16.2K 0.23% 54
2013
Q2 		$406K Buy
+2,224
New +$433K 0.24% 54

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Community Financial Services Group's IBM Position: Q2 2026 in Review

Community Financial Services Group increased its IBM (IBM) stake by 58% in Q2 2026, buying an estimated $153K and bringing the position to 1,656 shares worth $474K. The position accounts for 0.07% of the portfolio, ranked #93.

Community Financial Services Group first reported a position in IBM in Q2 2013 and has held it in 30 quarters since. The position peaked at $6.69M in Q1 2017. 779 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Community Financial Services Group held 1,656 shares of IBM worth $474K as of Q2 2026.
  • Community Financial Services Group bought 608 IBM shares in Q2 2026, an estimated $153K.
  • IBM made up 0.07% of Community Financial Services Group's portfolio in Q2 2026, its #93 holding.
  • Community Financial Services Group first reported a position in IBM in Q2 2013 and has held it in 30 quarters since.
  • Community Financial Services Group's IBM position peaked at $6.69M in Q1 2017.
  • 779 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.