CRA Financial Services’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 | $1.32M | Sell |
4,688
-189
| -4% | -$47.6K | 0.15% | 113 |
|
|
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
CRA Financial Services's IBM Position: Q2 2026 in Review
CRA Financial Services reduced its IBM (IBM) stake by 3.9% in Q2 2026, selling an estimated $47.6K and leaving 4,688 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #113.
CRA Financial Services first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.45M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- CRA Financial Services held 4,688 shares of IBM worth $1.32M as of Q2 2026.
- CRA Financial Services sold 189 IBM shares in Q2 2026, an estimated $47.6K.
- IBM made up 0.15% of CRA Financial Services's portfolio in Q2 2026, its #113 holding.
- CRA Financial Services first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
- CRA Financial Services's IBM position peaked at $1.45M in Q4 2025.
- 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.