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CRA Financial Services’s IBM IBM Stock Holding History

CRA Financial Services’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 		$1.18M Sell
4,877
-15
-0.3% -$4.06K 0.15% 110
2025
Q4 		$1.45M Buy
4,892
+94
+2% +$28.2K 0.19% 93
2025
Q3 		$1.35M Buy
4,798
+208
+5% +$54.4K 0.19% 101
2025
Q2 		$1.35M Sell
4,590
-36
-0.8% -$9.28K 0.21% 92
2025
Q1 		$1.15M Sell
4,626
-373
-7% -$91.2K 0.2% 97
2024
Q4 		$1.1M Buy
4,999
+497
+11% +$111K 0.19% 97
2024
Q3 		$995K Sell
4,502
-16
-0.4% -$3.14K 0.18% 99
2024
Q2 		$781K Sell
4,518
-133
-3% -$23.1K 0.16% 106
2024
Q1 		$888K Hold
4,651
– – 0.19% 86
2023
Q4 		$761K Buy
4,651
+641
+16% +$96.9K 0.19% 91
2023
Q3 		$563K Buy
4,010
+46
+1% +$6.54K 0.15% 103
2023
Q2 		$530K Buy
3,964
+297
+8% +$38.3K 0.14% 105
2023
Q1 		$481K Sell
3,667
-12
-0.3% -$1.6K 0.14% 110
2022
Q4 		$518K Buy
3,679
+5
+0.1% +$690 0.17% 103
2022
Q3 		$437K Sell
3,674
-20
-0.5% -$2.63K 0.16% 112
2022
Q2 		$522K Buy
3,694
+79
+2% +$10.7K 0.18% 104
2022
Q1 		$470K Buy
3,615
+5
+0.1% +$652 0.14% 111
2021
Q4 		$482K Buy
3,610
+244
+7% +$30.6K 0.14% 112
2021
Q3 		$447K Buy
3,366
+2
+0.1% +$267 0.15% 114
2021
Q2 		$471K Sell
3,364
-101
-3% -$13.8K 0.16% 107
2021
Q1 		$442K Buy
3,465
+3
+0.1% +$359 0.17% 101
2020
Q4 		$417K Sell
3,462
-238
-6% -$27.5K 0.18% 97
2020
Q3 		$430K Sell
3,700
-2,167
-37% -$255K 0.21% 89
2020
Q2 		$677K Buy
5,867
+159
+3% +$18.5K 0.36% 60
2020
Q1 		$605K Buy
5,708
+22
+0.4% +$2.78K 0.39% 58
2019
Q4 		$729K Buy
5,686
+158
+3% +$20.5K 0.4% 57
2019
Q3 		$768K Sell
5,528
-28
-0.5% -$3.78K 0.46% 49
2019
Q2 		$733K Sell
5,556
-396
-7% -$52K 0.44% 50
2019
Q1 		$803K Buy
5,952
+1,695
+40% +$216K 0.52% 47
2018
Q4 		$463K Buy
+4,257
New +$511K 0.33% 74

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

CRA Financial Services's IBM Position: Q1 2026 in Review

CRA Financial Services reduced its IBM (IBM) stake by 0.31% in Q1 2026, selling an estimated $4.06K and leaving 4,877 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #110.

CRA Financial Services first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.45M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • CRA Financial Services held 4,877 shares of IBM worth $1.18M as of Q1 2026.
  • CRA Financial Services sold 15 IBM shares in Q1 2026, an estimated $4.06K.
  • IBM made up 0.15% of CRA Financial Services's portfolio in Q1 2026, its #110 holding.
  • CRA Financial Services first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • CRA Financial Services's IBM position peaked at $1.45M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.