Cornerstone Advisors Asset Management’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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