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Crane Advisory’s IBM IBM Stock Holding History

Crane Advisory’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 		$218K Hold
993
– – 0.03% 51
2026
Q1 		$249K Hold
993
– – 0.04% 46
2025
Q4 		$310K Hold
993
– – 0.05% 42
2025
Q3 		$286K Buy
993
+25
+3% +$6.54K 0.05% 43
2025
Q2 		$275K Hold
968
– – 0.05% 42
2025
Q1 		$228K Hold
968
– – 0.04% 40
2024
Q4 		$216K Hold
968
– – 0.04% 43
2024
Q3 		$221K Buy
+968
New +$190K 0.04% 41

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Crane Advisory's IBM Position: Q2 2026 in Review

Crane Advisory held its IBM (IBM) position steady in Q2 2026 at 993 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #51.

Crane Advisory first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $310K in Q4 2025. 2,052 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Crane Advisory held 993 shares of IBM worth $218K as of Q2 2026.
  • Crane Advisory left its IBM share count unchanged in Q2 2026.
  • IBM made up 0.03% of Crane Advisory's portfolio in Q2 2026, its #51 holding.
  • Crane Advisory first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • Crane Advisory's IBM position peaked at $310K in Q4 2025.
  • 2,052 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Crane Advisory's 13F filing for Q2 2026, filed 20 Jul 2026.