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Crescent Grove Advisors’s IBM IBM Stock Holding History

Crescent Grove Advisors’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 		$682K Hold
2,814
– – 0.07% 161
2025
Q4 		$834K Hold
2,814
– – 0.08% 139
2025
Q3 		$794K Hold
2,814
– – 0.08% 139
2025
Q2 		$830K Hold
2,814
– – 0.08% 126
2025
Q1 		$700K Hold
2,814
– – 0.07% 134
2024
Q4 		$619K Hold
2,814
– – 0.06% 147
2024
Q3 		$622K Hold
2,814
– – 0.06% 152
2024
Q2 		$487K Sell
2,814
-50
-2% -$8.69K 0.05% 166
2024
Q1 		$547K Sell
2,864
-300
-9% -$54.7K 0.06% 171
2023
Q4 		$517K Buy
3,164
+8
+0.3% +$1.21K 0.06% 168
2023
Q3 		$443K Sell
3,156
-1,204
-28% -$171K 0.06% 182
2023
Q2 		$583K Buy
4,360
+488
+13% +$63K 0.06% 155
2023
Q1 		$508K Buy
3,872
+770
+25% +$103K 0.06% 167
2022
Q4 		$437K Sell
3,102
-1,115
-26% -$154K 0.05% 188
2022
Q3 		$501K Sell
4,217
-2,221
-34% -$291K 0.06% 156
2022
Q2 		$909K Sell
6,438
-1,549
-19% -$209K 0.1% 110
2022
Q1 		$1.04M Buy
7,987
+2,167
+37% +$283K 0.1% 108
2021
Q4 		$778K Buy
5,820
+2,326
+67% +$292K 0.07% 133
2021
Q3 		$464K Sell
3,494
-1,587
-31% -$212K 0.05% 162
2021
Q2 		$712K Sell
5,081
-710
-12% -$97.1K 0.07% 125
2021
Q1 		$738K Buy
5,791
+2,069
+56% +$248K 0.09% 108
2020
Q4 		$448K Buy
3,722
+203
+6% +$23.5K 0.06% 121
2020
Q3 		$409K Hold
3,519
– – 0.08% 115
2020
Q2 		$406K Buy
3,519
+628
+22% +$72.9K 0.09% 99
2020
Q1 		$307K Sell
2,891
-240
-8% -$30.4K 0.07% 100
2019
Q4 		$401K Hold
3,131
– – 0.07% 106
2019
Q3 		$435K Hold
3,131
– – 0.08% 92
2019
Q2 		$413K Sell
3,131
-1,043
-25% -$137K 0.08% 96
2019
Q1 		$563K Buy
+4,174
New +$532K 0.12% 86

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

Crescent Grove Advisors's IBM Position: Q1 2026 in Review

Crescent Grove Advisors held its IBM (IBM) position steady in Q1 2026 at 2,814 shares worth $682K. The position accounts for 0.07% of the portfolio, ranked #161.

Crescent Grove Advisors first reported a position in IBM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.04M in Q1 2022. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Crescent Grove Advisors held 2,814 shares of IBM worth $682K as of Q1 2026.
  • Crescent Grove Advisors left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.07% of Crescent Grove Advisors's portfolio in Q1 2026, its #161 holding.
  • Crescent Grove Advisors first reported a position in IBM in Q1 2019 and has held it in 29 quarters since.
  • Crescent Grove Advisors's IBM position peaked at $1.04M in Q1 2022.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.