Cornerstone Wealth Group’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 | $8.73M | Buy |
31,044
+11,901
| +62% | +$3M | 0.52% | 51 |
|
|
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
Cornerstone Wealth Group's IBM Position: Q2 2026 in Review
Cornerstone Wealth Group increased its IBM (IBM) stake by 62% in Q2 2026, buying an estimated $3M and bringing the position to 31,044 shares worth $8.73M. The position accounts for 0.52% of the portfolio, ranked #51.
Cornerstone Wealth Group first reported a position in IBM in Q1 2019 and has held it in 28 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Cornerstone Wealth Group held 31,044 shares of IBM worth $8.73M as of Q2 2026.
- Cornerstone Wealth Group bought 11,901 IBM shares in Q2 2026, an estimated $3M.
- IBM made up 0.52% of Cornerstone Wealth Group's portfolio in Q2 2026, its #51 holding.
- Cornerstone Wealth Group first reported a position in IBM in Q1 2019 and has held it in 28 quarters since.
- 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.