Cornerstone Advisors Asset Management’s IBM IBM Stock Holding History

Cornerstone Advisors Asset Management’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	$1.27M	Sell	4,529 -397	-8%	-$100K	0.17%	64
2026 Q1	$1.19M	Buy	4,926 +106	+2%	+$28.7K	0.18%	64
2025 Q4	$1.43M	Buy	4,820 +761	+19%	+$228K	0.23%	57
2025 Q3	$1.15M	Buy	4,059 +300	+8%	+$78.5K	0.2%	57
2025 Q2	$1.11M	Buy	3,759 +128	+4%	+$33K	0.21%	55
2025 Q1	$903K	Hold	3,631	–	–	0.19%	65
2024 Q4	$798K	Buy	3,631 +3	+0.1%	+$668	0.17%	64
2024 Q3	$802K	Hold	3,628	–	–	0.18%	59
2024 Q2	$627K	Hold	3,628	–	–	0.18%	64
2024 Q1	$693K	Hold	3,628	–	–	0.24%	54
2023 Q4	$593K	Hold	3,628	–	–	0.22%	61
2023 Q3	$509K	Buy	3,628 +84	+2%	+$12K	0.2%	65
2023 Q2	$474K	Buy	3,544 +16	+0.5%	+$2.06K	0.2%	66
2023 Q1	$462K	Hold	3,528	–	–	0.23%	61
2022 Q4	$497K	Hold	3,528	–	–	0.27%	62
2022 Q3	$419K	Sell	3,528 -200	-5%	-$26.2K	0.32%	42
2022 Q2	$526K	Sell	3,728 -600	-14%	-$81K	0.37%	41
2022 Q1	$563K	Buy	4,328 +600	+16%	+$78.2K	0.39%	39
2021 Q4	$498K	Buy	+3,728	New	+$468K	0.38%	38

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cornerstone Advisors Asset Management's IBM Position: Q2 2026 in Review

Cornerstone Advisors Asset Management reduced its IBM (IBM) stake by 8.1% in Q2 2026, selling an estimated $100K and leaving 4,529 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #64.

Cornerstone Advisors Asset Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q4 2025. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Cornerstone Advisors Asset Management held 4,529 shares of IBM worth $1.27M as of Q2 2026.
Cornerstone Advisors Asset Management sold 397 IBM shares in Q2 2026, an estimated $100K.
IBM made up 0.17% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #64 holding.
Cornerstone Advisors Asset Management first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
Cornerstone Advisors Asset Management's IBM position peaked at $1.43M in Q4 2025.
3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.