Cornerstone Advisory’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 | $1.24M | Buy |
4,400
+53
| +1% | +$13.4K | 0.1% | 108 |
|
|
2026
Q1 | $1.05M | Buy |
4,347
+583
| +15% | +$158K | 0.1% | 105 |
|
|
2025
Q4 | $1.11M | Sell |
3,764
-64
| -2% | -$19.2K | 0.11% | 95 |
|
|
2025
Q3 | $1.08M | Buy |
3,828
+82
| +2% | +$21.5K | 0.11% | 92 |
|
|
2025
Q2 | $1.1M | Buy |
3,746
+16
| +0.4% | +$4.12K | 0.12% | 90 |
|
|
2025
Q1 | $929K | Buy |
3,730
+207
| +6% | +$50.6K | 0.11% | 96 |
|
|
2024
Q4 | $920K | Buy |
3,523
+329
| +10% | +$73.3K | 0.1% | 94 |
|
|
2024
Q3 | $706K | Buy |
3,194
+68
| +2% | +$13.3K | 0.09% | 105 |
|
|
2024
Q2 | $541K | Buy |
3,126
+7
| +0.2% | +$1.22K | 0.08% | 122 |
|
|
2024
Q1 | $596K | Buy |
3,119
+85
| +3% | +$15.5K | 0.08% | 129 |
|
|
2023
Q4 | $496K | Buy |
3,034
+44
| +1% | +$6.65K | 0.08% | 140 |
|
|
2023
Q3 | $419K | Buy |
2,990
+45
| +2% | +$6.4K | 0.07% | 143 |
|
|
2023
Q2 | $394K | Sell |
2,945
-974
| -25% | -$126K | 0.07% | 146 |
|
|
2023
Q1 | $514K | Sell |
3,919
-1,324
| -25% | -$177K | 0.09% | 130 |
|
|
2022
Q4 | $739K | Buy |
5,243
+3
| +0.1% | +$414 | 0.15% | 97 |
|
|
2022
Q3 | $623K | Hold |
5,240
| – | – | 0.14% | 100 |
|
|
2022
Q2 | $740K | Sell |
5,240
-1,988
| -28% | -$268K | 0.17% | 90 |
|
|
2022
Q1 | $940K | Sell |
7,228
-94
| -1% | -$12.3K | 0.14% | 114 |
|
|
2021
Q4 | $979K | Sell |
7,322
-1,011
| -12% | -$127K | 0.14% | 113 |
|
|
2021
Q3 | $1.11M | Buy |
8,333
+286
| +4% | +$38.2K | 0.18% | 91 |
|
|
2021
Q2 | $1.13M | Hold |
8,047
| – | – | 0.19% | 88 |
|
|
2021
Q1 | $1.02M | Sell |
8,047
-1,581
| -16% | -$189K | 0.19% | 90 |
|
|
2020
Q4 | $1.16M | Sell |
9,628
-55
| -0.6% | -$6.36K | 0.23% | 79 |
|
|
2020
Q3 | $1.13M | Buy |
9,683
+4,694
| +94% | +$553K | 0.26% | 74 |
|
|
2020
Q2 | $576K | Buy |
4,989
+1
| +0% | +$116 | 0.15% | 107 |
|
|
2020
Q1 | $529K | Buy |
4,988
+1
| +0% | +$126 | 0.16% | 88 |
|
|
2019
Q4 | $639K | Sell |
4,987
-220
| -4% | -$28.6K | 0.13% | 99 |
|
|
2019
Q3 | $724K | Sell |
5,207
-163
| -3% | -$22K | 0.16% | 86 |
|
|
2019
Q2 | $708K | Buy |
5,370
+5
| +0.1% | +$657 | 0.15% | 87 |
|
|
2019
Q1 | $724K | Sell |
5,365
-1,909
| -26% | -$243K | 0.16% | 86 |
|
|
2018
Q4 | $791K | Sell |
7,274
-260
| -3% | -$31.2K | 0.21% | 78 |
|
|
2018
Q3 | $1.09M | Buy |
7,534
+11
| +0.1% | +$1.54K | 0.32% | 63 |
|
|
2018
Q2 | $1M | Buy |
7,523
+928
| +14% | +$129K | 0.33% | 63 |
|
|
2018
Q1 | $967K | Buy |
6,595
+1,257
| +24% | +$190K | 0.35% | 59 |
|
|
2017
Q4 | $783K | Buy |
5,338
+742
| +16% | +$108K | 0.27% | 70 |
|
|
2017
Q3 | $638K | Buy |
4,596
+56
| +1% | +$7.8K | 0.22% | 77 |
|
|
2017
Q2 | $668K | Sell |
4,540
-34
| -0.7% | -$5.13K | 0.22% | 74 |
|
|
2017
Q1 | $762K | Sell |
4,574
-11
| -0.2% | -$1.84K | 0.38% | 40 |
|
|
2016
Q4 | $728K | Buy |
4,585
+32
| +0.7% | +$4.87K | 0.55% | 35 |
|
|
2016
Q3 | $691K | Buy |
4,553
+3
| +0.1% | +$455 | 0.57% | 29 |
|
|
2016
Q2 | $660K | Buy |
4,550
+18
| +0.4% | +$2.58K | 0.55% | 29 |
|
|
2016
Q1 | $656K | Sell |
4,532
-11
| -0.2% | -$1.41K | 0.56% | 30 |
|
|
2015
Q4 | $598K | Buy |
+4,543
| New | +$610K | 0.51% | 33 |
|
Other funds holding IBM
ECSS
Cornerstone Advisory's IBM Position: Q2 2026 in Review
Cornerstone Advisory increased its IBM (IBM) stake by 1.2% in Q2 2026, buying an estimated $13.4K and bringing the position to 4,400 shares worth $1.24M. The position accounts for 0.1% of the portfolio, ranked #108.
Cornerstone Advisory first reported a position in IBM in Q4 2015 and has held it in 43 quarters since. 1,605 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Cornerstone Advisory held 4,400 shares of IBM worth $1.24M as of Q2 2026.
- Cornerstone Advisory bought 53 IBM shares in Q2 2026, an estimated $13.4K.
- IBM made up 0.1% of Cornerstone Advisory's portfolio in Q2 2026, its #108 holding.
- Cornerstone Advisory first reported a position in IBM in Q4 2015 and has held it in 43 quarters since.
- 1,605 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.