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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
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

Cresset Asset Management's IBM Position: Q1 2026 in Review

Cresset Asset Management increased its IBM (IBM) stake by 9.5% in Q1 2026, buying an estimated $3.23M and bringing the position to 137,138 shares worth $33.2M. The position accounts for 0.14% of the portfolio, ranked #99.

Cresset Asset Management first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $41.6M in Q3 2024. 3,472 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cresset Asset Management held 137,138 shares of IBM worth $33.2M as of Q1 2026.
  • Cresset Asset Management bought 11,932 IBM shares in Q1 2026, an estimated $3.23M.
  • IBM made up 0.14% of Cresset Asset Management's portfolio in Q1 2026, its #99 holding.
  • Cresset Asset Management first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's IBM position peaked at $41.6M in Q3 2024.
  • 3,472 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.