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CPA Asset Management’s IBM IBM Stock Holding History

CPA Asset 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
Q2 		$249K Hold
886
– – 0.07% 93
2026
Q1 		$215K Hold
886
– – 0.07% 97
2025
Q4 		$262K Hold
886
– – 0.09% 89
2025
Q3 		$250K Buy
886
+7
+0.8% +$1.83K 0.1% 80
2025
Q2 		$259K Hold
879
– – 0.11% 73
2025
Q1 		$219K Buy
+879
New +$215K 0.1% 81

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CPA Asset Management's IBM Position: Q2 2026 in Review

CPA Asset Management held its IBM (IBM) position steady in Q2 2026 at 886 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #93.

CPA Asset Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since. The position peaked at $262K in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CPA Asset Management held 886 shares of IBM worth $249K as of Q2 2026.
  • CPA Asset Management left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.07% of CPA Asset Management's portfolio in Q2 2026, its #93 holding.
  • CPA Asset Management first reported a position in IBM in Q1 2025 and has held it in 6 quarters since.
  • CPA Asset Management's IBM position peaked at $262K in Q4 2025.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.