Cresset Asset Management’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 | $47.8M | Buy |
169,974
+32,836
| +24% | +$8.27M | 0.17% | 93 |
|
|
2026
Q1 | $33.2M | Buy |
137,138
+11,932
| +10% | +$3.23M | 0.14% | 99 |
|
|
2025
Q4 | $37.1M | Buy |
125,206
+1,745
| +1% | +$523K | 0.16% | 92 |
|
|
2025
Q3 | $34.8M | Buy |
123,461
+2,772
| +2% | +$726K | 0.15% | 91 |
|
|
2025
Q2 | $35.6M | Sell |
120,689
-16,192
| -12% | -$4.17M | 0.18% | 85 |
|
|
2025
Q1 | $34M | Sell |
136,881
-10,603
| -7% | -$2.59M | 0.17% | 91 |
|
|
2024
Q4 | $32.4M | Sell |
147,484
-40,754
| -22% | -$9.08M | 0.15% | 91 |
|
|
2024
Q3 | $41.6M | Buy |
188,238
+8,663
| +5% | +$1.7M | 0.16% | 89 |
|
|
2024
Q2 | $31.1M | Buy |
179,575
+61,541
| +52% | +$10.7M | 0.13% | 108 |
|
|
2024
Q1 | $22.5M | Buy |
118,034
+45,612
| +63% | +$8.32M | 0.11% | 124 |
|
|
2023
Q4 | $11.8M | Buy |
72,422
+558
| +0.8% | +$84.3K | 0.07% | 188 |
|
|
2023
Q3 | $10.1M | Buy |
71,864
+1,232
| +2% | +$175K | 0.04% | 212 |
|
|
2023
Q2 | $9.45M | Buy |
70,632
+45,591
| +182% | +$5.88M | 0.01% | 274 |
|
|
2023
Q1 | $3.28M | Sell |
25,041
-1,695
| -6% | -$227K | 0.07% | 171 |
|
|
2022
Q4 | $2.74M | Sell |
26,736
-1,818
| -6% | -$251K | 0.03% | 173 |
|
|
2022
Q3 | $3.39M | Sell |
28,554
-1,127
| -4% | -$148K | 0.04% | 159 |
|
|
2022
Q2 | $3.98M | Buy |
29,681
+4,019
| +16% | +$542K | 0.05% | 144 |
|
|
2022
Q1 | $3.34M | Sell |
25,662
-4,025
| -14% | -$525K | 0.03% | 180 |
|
|
2021
Q4 | $3.97M | Buy |
29,687
+1,811
| +6% | +$227K | 0.04% | 174 |
|
|
2021
Q3 | $3.7M | Sell |
27,876
-4,082
| -13% | -$546K | 0.05% | 146 |
|
|
2021
Q2 | $4.48M | Buy |
31,958
+4,007
| +14% | +$548K | 0.06% | 117 |
|
|
2021
Q1 | $3.56M | Buy |
27,951
+4,578
| +20% | +$548K | 0.06% | 121 |
|
|
2020
Q4 | $2.81M | Buy |
23,373
+1,605
| +7% | +$185K | 0.05% | 121 |
|
|
2020
Q3 | $2.53M | Buy |
21,768
+4,400
| +25% | +$518K | 0.05% | 143 |
|
|
2020
Q2 | $2M | Sell |
17,368
-2,399
| -12% | -$279K | 0.04% | 150 |
|
|
2020
Q1 | $2.1M | Buy |
19,767
+2,276
| +13% | +$288K | 0.06% | 114 |
|
|
2019
Q4 | $2.24M | Buy |
17,491
+5,353
| +44% | +$696K | 0.06% | 129 |
|
|
2019
Q3 | $1.69M | Buy |
12,138
+1,942
| +19% | +$262K | 0.05% | 146 |
|
|
2019
Q2 | $1.34M | Buy |
10,196
+3,351
| +49% | +$440K | 0.04% | 149 |
|
|
2019
Q1 | $923K | Buy |
6,845
+3,396
| +98% | +$433K | 0.04% | 116 |
|
|
2018
Q4 | $375K | Buy |
+3,449
| New | +$414K | 0.02% | 141 |
|
Other funds holding IBM
Cresset Asset Management's IBM Position: Q2 2026 in Review
Cresset Asset Management increased its IBM (IBM) stake by 24% in Q2 2026, buying an estimated $8.27M and bringing the position to 169,974 shares worth $47.8M. The position accounts for 0.17% of the portfolio, ranked #93.
Cresset Asset Management first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Cresset Asset Management held 169,974 shares of IBM worth $47.8M as of Q2 2026.
- Cresset Asset Management bought 32,836 IBM shares in Q2 2026, an estimated $8.27M.
- IBM made up 0.17% of Cresset Asset Management's portfolio in Q2 2026, its #93 holding.
- Cresset Asset Management first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
- 3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.