Cranbrook Wealth Management’s IBM IBM Stock Holding History

Cranbrook 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	$1.03M	Buy	4,238 +1	+0%	+$271	0.21%	64
2025 Q4	$1.26M	Hold	4,237	–	–	0.25%	56
2025 Q3	$1.2M	Sell	4,237 -27	-0.6%	-$7.07K	0.24%	55
2025 Q2	$1.26M	Buy	4,264 +20	+0.5%	+$5.15K	0.27%	54
2025 Q1	$1.06M	Buy	4,244 +8	+0.2%	+$1.96K	0.25%	53
2024 Q4	$931K	Hold	4,236	–	–	0.22%	56
2024 Q3	$936K	Sell	4,236 -24	-0.6%	-$4.71K	0.21%	57
2024 Q2	$737K	Hold	4,260	–	–	0.18%	55
2024 Q1	$813K	Buy	4,260 +1	+0%	+$182	0.21%	52
2023 Q4	$697K	Sell	4,259 -832	-16%	-$126K	0.19%	51
2023 Q3	$714K	Hold	5,091	–	–	0.21%	53
2023 Q2	$681K	Buy	5,091 +1	+0%	+$129	0.19%	55
2023 Q1	$667K	Buy	5,090 +1	+0%	+$134	0.19%	56
2022 Q4	$717K	Sell	5,089 -150	-3%	-$20.7K	0.2%	57
2022 Q3	$622K	Buy	5,239 +1	+0%	+$131	0.16%	60
2022 Q2	$740K	Sell	5,238 -26	-0.5%	-$3.51K	0.19%	59
2022 Q1	$685K	Buy	5,264 +76	+1%	+$9.91K	0.15%	63
2021 Q4	$693K	Buy	5,188 +2,740	+112%	+$344K	0.15%	64
2021 Q3	$325K	Sell	2,448 -38	-2%	-$5.08K	0.07%	87
2021 Q2	$348K	Sell	2,486 -76	-3%	-$10.4K	0.08%	86
2021 Q1	$326K	Buy	2,562 +435	+20%	+$52.1K	0.08%	86
2020 Q4	$256K	Hold	2,127	–	–	0.07%	85
2020 Q3	$247K	Hold	2,127	–	–	0.07%	83
2020 Q2	$246K	Hold	2,127	–	–	0.07%	81
2020 Q1	$226K	Hold	2,127	–	–	0.08%	79
2019 Q4	$273K	Sell	2,127 -841	-28%	-$109K	0.08%	76
2019 Q3	$413K	Buy	2,968 +318	+12%	+$42.9K	0.12%	66
2019 Q2	$349K	Hold	2,650	–	–	0.1%	69
2019 Q1	$357K	Hold	2,650	–	–	0.11%	66
2018 Q4	$288K	Hold	2,650	–	–	0.1%	65
2018 Q3	$383K	Hold	2,650	–	–	0.13%	56
2018 Q2	$354K	Hold	2,650	–	–	0.14%	55
2018 Q1	$389K	Hold	2,650	–	–	0.15%	54
2017 Q4	$389K	Hold	2,650	–	–	0.15%	55
2017 Q3	$367K	Hold	2,650	–	–	0.15%	54
2017 Q2	$390K	Hold	2,650	–	–	0.17%	52
2017 Q1	$441K	Sell	2,650 -41	-2%	-$6.88K	0.21%	49
2016 Q4	$427K	Hold	2,691	–	–	0.21%	48
2016 Q3	$409K	Hold	2,691	–	–	0.21%	47
2016 Q2	$391K	Hold	2,691	–	–	0.2%	46
2016 Q1	$390K	Hold	2,691	–	–	0.21%	45
2015 Q4	$354K	Hold	2,691	–	–	0.2%	43
2015 Q3	$373K	Hold	2,691	–	–	0.21%	43
2015 Q2	$419K	Hold	2,691	–	–	0.24%	42
2015 Q1	$413K	Sell	2,691 -157	-6%	-$23.8K	0.24%	43
2014 Q4	$437K	Hold	2,848	–	–	0.27%	41
2014 Q3	$517K	Buy	2,848 +285	+11%	+$51.9K	0.35%	33
2014 Q2	$444K	Hold	2,563	–	–	0.3%	36
2014 Q1	$472K	Sell	2,563 -1,046	-29%	-$184K	0.33%	34
2013 Q4	$647K	Buy	+3,609	New	+$622K	0.44%	33

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cranbrook Wealth Management's IBM Position: Q1 2026 in Review

Cranbrook Wealth Management increased its IBM (IBM) stake by 0.02% in Q1 2026, buying an estimated $271 and bringing the position to 4,238 shares worth $1.03M. The position accounts for 0.21% of the portfolio, ranked #64.

Cranbrook Wealth Management first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.26M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Cranbrook Wealth Management held 4,238 shares of IBM worth $1.03M as of Q1 2026.
Cranbrook Wealth Management bought 1 IBM share in Q1 2026, an estimated $271.
IBM made up 0.21% of Cranbrook Wealth Management's portfolio in Q1 2026, its #64 holding.
Cranbrook Wealth Management first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
Cranbrook Wealth Management's IBM position peaked at $1.26M in Q2 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.