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Crestwood Advisors Group’s IBM IBM Stock Holding History

Crestwood Advisors Group’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 		$9.7M Buy
34,493
+455
+1% +$115K 0.14% 114
2026
Q1 		$8.25M Buy
34,038
+1,053
+3% +$285K 0.14% 116
2025
Q4 		$9.77M Buy
32,985
+2,149
+7% +$644K 0.16% 103
2025
Q3 		$8.7M Buy
30,836
+5,144
+20% +$1.35M 0.15% 111
2025
Q2 		$7.57M Buy
25,692
+1,055
+4% +$272K 0.14% 119
2025
Q1 		$6.13M Buy
24,637
+1,772
+8% +$433K 0.12% 119
2024
Q4 		$5.03M Buy
22,865
+749
+3% +$167K 0.09% 127
2024
Q3 		$4.89M Buy
22,116
+7,044
+47% +$1.38M 0.09% 126
2024
Q2 		$2.61M Buy
15,072
+111
+0.7% +$19.3K 0.05% 153
2024
Q1 		$2.86M Sell
14,961
-326
-2% -$59.5K 0.06% 146
2023
Q4 		$2.5M Buy
15,287
+904
+6% +$137K 0.06% 153
2023
Q3 		$2.02M Buy
14,383
+4,230
+42% +$602K 0.05% 152
2023
Q2 		$1.36M Sell
10,153
-3,849
-27% -$497K 0.04% 123
2023
Q1 		$1.84M Sell
14,002
-1,991
-12% -$266K 0.06% 112
2022
Q4 		$2.25M Sell
15,993
-3,771
-19% -$520K 0.08% 109
2022
Q3 		$2.35M Sell
19,764
-75
-0.4% -$9.84K 0.08% 112
2022
Q2 		$2.8M Sell
19,839
-20
-0.1% -$2.7K 0.09% 106
2022
Q1 		$2.58M Sell
19,859
-1,310
-6% -$171K 0.07% 115
2021
Q4 		$2.83M Sell
21,169
-845
-4% -$106K 0.07% 112
2021
Q3 		$2.92M Sell
22,014
-161
-0.7% -$21.5K 0.08% 110
2021
Q2 		$3.11M Buy
22,175
+97
+0.4% +$13.3K 0.09% 108
2021
Q1 		$2.81M Buy
22,078
+47
+0.2% +$5.63K 0.09% 110
2020
Q4 		$2.65M Buy
22,031
+4,046
+22% +$468K 0.09% 109
2020
Q3 		$2.09M Buy
17,985
+173
+1% +$20.4K 0.08% 105
2020
Q2 		$2.06M Buy
17,812
+3,842
+28% +$446K 0.08% 104
2020
Q1 		$1.48M Sell
13,970
-144
-1% -$18.2K 0.07% 108
2019
Q4 		$1.81M Sell
14,114
-1,235
-8% -$161K 0.07% 112
2019
Q3 		$2.13M Buy
15,349
+61
+0.4% +$8.23K 0.09% 106
2019
Q2 		$2.02M Buy
15,288
+1,923
+14% +$253K 0.09% 108
2019
Q1 		$1.8M Buy
13,365
+167
+1% +$21.3K 0.13% 65
2018
Q4 		$1.43M Buy
13,198
+14
+0.1% +$1.68K 0.11% 67
2018
Q3 		$1.91M Sell
13,184
-205
-2% -$28.6K 0.13% 67
2018
Q2 		$1.83M Buy
13,389
+82
+0.6% +$11.4K 0.13% 68
2018
Q1 		$1.95M Sell
13,307
-497
-4% -$75.2K 0.15% 65
2017
Q4 		$2.02M Sell
13,804
-235
-2% -$34.2K 0.16% 66
2017
Q3 		$1.95M Sell
14,039
-264
-2% -$36.8K 0.17% 65
2017
Q2 		$1.97M Sell
14,303
-440
-3% -$66.3K 0.17% 66
2017
Q1 		$2.24M Buy
14,743
+6,607
+81% +$1.11M 0.2% 65
2016
Q4 		$1.29M Sell
8,136
-100
-1% -$15.2K 0.13% 70
2016
Q3 		$1.25M Sell
8,236
-556
-6% -$84.4K 0.15% 57
2016
Q2 		$1.28M Sell
8,792
-142
-2% -$20.3K 0.16% 56
2016
Q1 		$1.29M Sell
8,934
-1,218
-12% -$156K 0.15% 62
2015
Q4 		$1.34M Buy
10,152
+1,898
+23% +$255K 0.16% 61
2015
Q3 		$1.14M Sell
8,254
-302
-4% -$44.6K 0.15% 59
2015
Q2 		$1.33M Sell
8,556
-1,383
-14% -$222K 0.18% 55
2015
Q1 		$1.52M Sell
9,939
-1,024
-9% -$155K 0.22% 48
2014
Q4 		$1.68M Sell
10,963
-429
-4% -$68.3K 0.25% 48
2014
Q3 		$2.07M Sell
11,392
-329
-3% -$59.9K 0.32% 47
2014
Q2 		$2.03M Buy
11,721
+2,446
+26% +$440K 0.32% 47
2014
Q1 		$1.71M Sell
9,275
-2,871
-24% -$505K 0.28% 49
2013
Q4 		$2.18M Sell
12,146
-356
-3% -$61.4K 0.35% 48
2013
Q3 		$2.21M Sell
12,502
-968
-7% -$176K 0.39% 46
2013
Q2 		$2.46M Buy
+13,470
New +$2.62M 0.46% 47

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Crestwood Advisors Group's IBM Position: Q2 2026 in Review

Crestwood Advisors Group increased its IBM (IBM) stake by 1.3% in Q2 2026, buying an estimated $115K and bringing the position to 34,493 shares worth $9.7M. The position accounts for 0.14% of the portfolio, ranked #114.

Crestwood Advisors Group first reported a position in IBM in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.77M in Q4 2025. 1,995 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Crestwood Advisors Group held 34,493 shares of IBM worth $9.7M as of Q2 2026.
  • Crestwood Advisors Group bought 455 IBM shares in Q2 2026, an estimated $115K.
  • IBM made up 0.14% of Crestwood Advisors Group's portfolio in Q2 2026, its #114 holding.
  • Crestwood Advisors Group first reported a position in IBM in Q2 2013 and has held it in 53 quarters since.
  • Crestwood Advisors Group's IBM position peaked at $9.77M in Q4 2025.
  • 1,995 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.