CWM
IBM icon

Cornerstone Wealth Management’s IBM IBM Stock Holding History

Cornerstone Wealth Management’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 		$10.5M Buy
43,474
+1,891
+5% +$512K 0.53% 45
2025
Q4 		$12.3M Sell
41,583
-1,519
-4% -$455K 0.64% 28
2025
Q3 		$12.2M Buy
43,102
+1,042
+2% +$273K 0.67% 25
2025
Q2 		$12.4M Buy
42,060
+1,011
+2% +$260K 0.75% 24
2025
Q1 		$10.2M Sell
41,049
-329
-0.8% -$80.5K 0.69% 26
2024
Q4 		$9.1M Sell
41,378
-207
-0.5% -$46.1K 0.61% 34
2024
Q3 		$9.19M Buy
41,585
+21,256
+105% +$4.17M 0.65% 32
2024
Q2 		$3.52M Buy
20,329
+457
+2% +$79.4K 0.27% 87
2024
Q1 		$3.79M Buy
19,872
+8,948
+82% +$1.63M 0.31% 82
2023
Q4 		$1.79M Sell
10,924
-860
-7% -$130K 0.15% 133
2023
Q3 		$1.65M Sell
11,784
-221
-2% -$31.4K 0.16% 132
2023
Q2 		$1.61M Buy
12,005
+2,039
+20% +$263K 0.14% 140
2023
Q1 		$1.31M Buy
+9,966
New +$1.33M 0.13% 146
2022
Q3 		$1.23M Sell
10,344
-274
-3% -$36K 0.14% 133
2022
Q2 		$1.5M Buy
10,618
+889
+9% +$120K 0.17% 122
2022
Q1 		$1.26M Buy
9,729
+148
+2% +$19.3K 0.12% 147
2021
Q4 		$1.28M Buy
9,581
+1,383
+17% +$173K 0.12% 158
2021
Q3 		$1.09M Sell
8,198
-19
-0.2% -$2.54K 0.12% 172
2021
Q2 		$1.15M Buy
8,217
+3,221
+64% +$440K 0.12% 168
2021
Q1 		$636K Buy
4,996
+223
+5% +$26.7K 0.08% 234
2020
Q4 		$574K Sell
4,773
-146
-3% -$16.9K 0.07% 224
2020
Q3 		$572K Buy
4,919
+27
+0.6% +$3.18K 0.08% 202
2020
Q2 		$565K Buy
4,892
+586
+14% +$68.1K 0.09% 196
2020
Q1 		$457K Buy
4,306
+534
+14% +$67.5K 0.09% 208
2019
Q4 		$483K Sell
3,772
-248
-6% -$32.2K 0.08% 215
2019
Q3 		$559K Sell
4,020
-1,044
-21% -$141K 0.1% 192
2019
Q2 		$670K Buy
5,064
+355
+8% +$46.6K 0.12% 174
2019
Q1 		$1.22M Buy
4,709
+908
+24% +$116K 0.15% 162
2018
Q4 		$412K Sell
3,801
-380,152
-99% -$45.6M 0.09% 225
2018
Q3 		$2.49M Sell
383,953
-81,285
-17% -$11.4M 0.03% 445
2018
Q2 		$3.18M Buy
465,238
+461,775
+13,335% +$64.4M 0.04% 409
2018
Q1 		$502K Buy
3,463
+10
+0.3% +$1.51K 0.1% 215
2017
Q4 		$536K Buy
3,453
+850
+33% +$124K 0.1% 202
2017
Q3 		$363K Buy
2,603
+376
+17% +$52.4K 0.08% 258
2017
Q2 		$327K Sell
2,227
-1,197
-35% -$180K 0.07% 258
2017
Q1 		$566K Buy
3,424
+322
+10% +$54K 0.14% 146
2016
Q4 		$496K Sell
3,102
-12
-0.4% -$1.83K 0.16% 130
2016
Q3 		$466K Buy
+3,114
New +$473K 0.17% 125

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 Management's IBM Position: Q1 2026 in Review

Cornerstone Wealth Management increased its IBM (IBM) stake by 4.5% in Q1 2026, buying an estimated $512K and bringing the position to 43,474 shares worth $10.5M. The position accounts for 0.53% of the portfolio, ranked #45.

Cornerstone Wealth Management first reported a position in IBM in Q3 2016 and has held it in 38 quarters since. The position peaked at $12.4M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cornerstone Wealth Management held 43,474 shares of IBM worth $10.5M as of Q1 2026.
  • Cornerstone Wealth Management bought 1,891 IBM shares in Q1 2026, an estimated $512K.
  • IBM made up 0.53% of Cornerstone Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Cornerstone Wealth Management first reported a position in IBM in Q3 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's IBM position peaked at $12.4M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.