CRA Financial Services
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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
Q3 		$1.03M Buy
4,693
+5
+0.1% +$1.19K 0.11% 131
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% -$2.62K 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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CRA Financial Services's IBM Position: Q3 2026 in Review

CRA Financial Services increased its IBM (IBM) stake by 0.11% in Q3 2026, buying an estimated $1.19K and bringing the position to 4,693 shares worth $1.03M. The position accounts for 0.11% of the portfolio, ranked #131.

CRA Financial Services first reported a position in IBM in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.45M in Q4 2025. 1,073 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • CRA Financial Services held 4,693 shares of IBM worth $1.03M as of Q3 2026.
  • CRA Financial Services bought 5 IBM shares in Q3 2026, an estimated $1.19K.
  • IBM made up 0.11% of CRA Financial Services's portfolio in Q3 2026, its #131 holding.
  • CRA Financial Services first reported a position in IBM in Q4 2018 and has held it in 32 quarters since.
  • CRA Financial Services's IBM position peaked at $1.45M in Q4 2025.
  • 1,073 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.