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Cornerstone Wealth Group’s IBM IBM Stock Holding History

Cornerstone Wealth Group’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 		$4.89M Buy
19,143
+12,857
+205% +$3.48M 0.31% 89
2025
Q4 		$1.86M Buy
6,286
+196
+3% +$58.7K 0.13% 117
2025
Q3 		$1.72M Buy
6,090
+1,491
+32% +$390K 0.12% 116
2025
Q2 		$1.36M Buy
4,599
+539
+13% +$139K 0.1% 119
2025
Q1 		$1.01M Buy
4,060
+303
+8% +$74.1K 0.08% 137
2024
Q4 		$826K Buy
3,757
+83
+2% +$18.5K 0.07% 139
2024
Q3 		$812K Buy
3,674
+80
+2% +$15.7K 0.07% 142
2024
Q2 		$622K Buy
3,594
+163
+5% +$28.3K 0.06% 148
2024
Q1 		$655K Buy
3,431
+1,697
+98% +$310K 0.06% 144
2023
Q4 		$284K Buy
1,734
+61
+4% +$9.22K 0.04% 126
2023
Q3 		$235K Hold
1,673
– – 0.04% 134
2023
Q2 		$224K Buy
1,673
+42
+3% +$5.42K 0.04% 135
2023
Q1 		$214K Sell
1,631
-128
-7% -$17.1K 0.04% 138
2022
Q4 		$248K Buy
+1,759
New +$243K 0.05% 116
2022
Q3 		– Sell
-1,724
Closed -$243K – 137
2022
Q2 		$243K Sell
1,724
-22
-1% -$2.97K 0.05% 115
2022
Q1 		$227K Sell
1,746
-522
-23% -$68.1K 0.04% 136
2021
Q4 		$303K Buy
2,268
+408
+22% +$51.2K 0.05% 128
2021
Q3 		$247K Buy
1,860
+121
+7% +$16.2K 0.04% 136
2021
Q2 		$229K Sell
1,739
-144
-8% -$19.7K 0.05% 136
2021
Q1 		$258K Buy
+1,883
New +$225K 0.05% 137
2020
Q4 		– Sell
-23,602
Closed -$2.75M – 164
2020
Q3 		$2.75M Buy
23,602
+20,766
+732% +$2.44M 0.75% 40
2020
Q2 		$327K Sell
2,836
-2,261
-44% -$263K 0.08% 101
2020
Q1 		$541K Buy
5,097
+948
+23% +$120K 0.19% 77
2019
Q4 		$532K Sell
4,149
-18,547
-82% -$2.41M 0.14% 104
2019
Q3 		$3.15M Buy
22,696
+18,543
+446% +$2.5M 0.79% 36
2019
Q2 		$547K Sell
4,153
-99
-2% -$13K 0.15% 109
2019
Q1 		$574K Buy
+4,252
New +$542K 0.14% 113

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 Wealth Group's IBM Position: Q1 2026 in Review

Cornerstone Wealth Group increased its IBM (IBM) stake by 205% in Q1 2026, buying an estimated $3.48M and bringing the position to 19,143 shares worth $4.89M. The position accounts for 0.31% of the portfolio, ranked #89.

Cornerstone Wealth Group first reported a position in IBM in Q1 2019 and has held it in 27 quarters since. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cornerstone Wealth Group held 19,143 shares of IBM worth $4.89M as of Q1 2026.
  • Cornerstone Wealth Group bought 12,857 IBM shares in Q1 2026, an estimated $3.48M.
  • IBM made up 0.31% of Cornerstone Wealth Group's portfolio in Q1 2026, its #89 holding.
  • Cornerstone Wealth Group first reported a position in IBM in Q1 2019 and has held it in 27 quarters since.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.