Cresset Asset Management’s IBM IBM Stock Holding History

Cresset Asset 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
2023 Q3	–	Sell	-410,000	Closed	-$54.9M	–	1886
2023 Q2	$54.9M	Buy	+410,000	New	+$52.9M	0.07%	90

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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. 3,643 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.
3,643 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.