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Cornerstone Advisors’s IBM IBM Stock Holding History

Cornerstone Advisors’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
Q1 		– Sell
-14,300
Closed -$4.24M – 133
2025
Q4 		$4.24M Hold
14,300
– – 0.14% 130
2025
Q3 		$4.03M Hold
14,300
– – 0.13% 130
2025
Q2 		$4.22M Hold
14,300
– – 0.14% 129
2025
Q1 		$3.56M Hold
14,300
– – 0.15% 141
2024
Q4 		$3.14M Hold
14,300
– – 0.13% 152
2024
Q3 		$3.16M Hold
14,300
– – 0.13% 156
2024
Q2 		$2.47M Hold
14,300
– – 0.1% 171
2024
Q1 		$2.73M Hold
14,300
– – 0.11% 180
2023
Q4 		$2.34M Hold
14,300
– – 0.1% 193
2023
Q3 		$2.01M Sell
14,300
-1,100
-7% -$157K 0.09% 200
2023
Q2 		$2.06M Buy
+15,400
New +$1.99M 0.1% 177
2018
Q4 		– Sell
-30,334
Closed -$4.38M – 235
2018
Q3 		$4.38M Buy
+30,334
New +$4.24M 0.32% 90
2017
Q3 		– Sell
-12,552
Closed -$1.85M – 268
2017
Q2 		$1.85M Sell
12,552
-30,334
-71% -$4.57M 0.34% 82
2017
Q1 		$7.14M Hold
42,886
– – 1.29% 21
2016
Q4 		$6.81M Buy
+42,886
New +$6.53M 1.26% 21
2015
Q3 		– Sell
-10,565
Closed -$1.64M – 251
2015
Q2 		$1.64M Sell
10,565
-7,322
-41% -$1.18M 0.37% 78
2015
Q1 		$2.75M Sell
17,887
-3,138
-15% -$476K 0.57% 52
2014
Q4 		$3.23M Sell
21,025
-8,368
-28% -$1.33M 0.64% 43
2014
Q3 		$5.33M Hold
29,393
– – 1.04% 24
2014
Q2 		$5.09M Buy
29,393
+8,368
+40% +$1.51M 1.01% 21
2014
Q1 		$3.87M Sell
21,025
-8,891
-30% -$1.57M 0.91% 22
2013
Q4 		$5.37M Buy
29,916
+11,506
+62% +$1.98M 1.32% 18
2013
Q3 		$3.26M Buy
18,410
+8,891
+93% +$1.62M 1.06% 22
2013
Q2 		$1.74M Buy
+9,519
New +$1.85M 0.68% 42

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Advisors's IBM Position: Q1 2026 in Review

Cornerstone Advisors sold out of IBM (IBM) in Q1 2026, closing a stake of 14,300 shares — an estimated $4.24M sold.

Cornerstone Advisors first reported a position in IBM in Q2 2013 and held it in 24 quarters. The position peaked at $7.14M in Q1 2017. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cornerstone Advisors reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Advisors sold 14,300 IBM shares in Q1 2026, an estimated $4.24M.
  • Cornerstone Advisors first reported a position in IBM in Q2 2013 and held it in 24 quarters.
  • Cornerstone Advisors's IBM position peaked at $7.14M in Q1 2017.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cornerstone Advisors's 13F filing for Q1 2026, filed 8 May 2026.