Community Financial Services Group’s IBM IBM Stock Holding History
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
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. 3,629 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.
- 3,629 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.