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Crewe Advisors’s IBM IBM Stock Holding History

Crewe 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
Q2 		$1.35M Buy
4,811
+129
+3% +$32.5K 0.1% 73
2026
Q1 		$1.13M Buy
4,682
+16
+0.3% +$4.33K 0.1% 79
2025
Q4 		$1.38M Sell
4,666
-473
-9% -$142K 0.12% 68
2025
Q3 		$1.45M Buy
5,139
+35
+0.7% +$9.16K 0.14% 69
2025
Q2 		$1.5M Hold
5,104
– – 0.21% 54
2025
Q1 		$1.27M Buy
5,104
+516
+11% +$126K 0.18% 51
2024
Q4 		$1.01M Sell
4,588
-98
-2% -$21.8K 0.14% 54
2024
Q3 		$1.04M Buy
4,686
+10
+0.2% +$1.96K 0.12% 55
2024
Q2 		$809K Sell
4,676
-26
-0.6% -$4.52K 0.09% 76
2024
Q1 		$898K Buy
+4,702
New +$858K 0.1% 73
2023
Q3 		– Sell
-4,950
Closed -$662K – 736
2023
Q2 		$662K Sell
4,950
-268
-5% -$34.6K 0.09% 68
2023
Q1 		$684K Buy
5,218
+463
+10% +$61.9K 0.1% 67
2022
Q4 		$670K Buy
4,755
+838
+21% +$116K 0.11% 66
2022
Q3 		$465K Buy
3,917
+183
+5% +$24K 0.08% 78
2022
Q2 		$527K Buy
3,734
+279
+8% +$37.7K 0.12% 56
2022
Q1 		$449K Hold
3,455
– – 0.09% 59
2021
Q4 		$462K Buy
3,455
+1,358
+65% +$170K 0.09% 50
2021
Q3 		$279K Hold
2,097
– – 0.07% 53
2021
Q2 		$294K Hold
2,097
– – 0.07% 48
2021
Q1 		$267K Hold
2,097
– – 0.07% 47
2020
Q4 		$252K Buy
2,097
+1,307
+165% +$151K 0.1% 49
2020
Q3 		$92K Hold
790
– – 0.04% 92
2020
Q2 		$91K Hold
790
– – 0.04% 80
2020
Q1 		$84K Hold
790
– – 0.05% 69
2019
Q4 		$101K Buy
790
+732
+1,262% +$95.1K 0.04% 82
2019
Q3 		$8K Hold
58
– – ﹤0.01% 188
2019
Q2 		$8K Hold
58
– – ﹤0.01% 221
2019
Q1 		$8K Hold
58
– – ﹤0.01% 186
2018
Q4 		$6K Hold
58
– – ﹤0.01% 193
2018
Q3 		$8K Buy
+58
New +$8.11K 0.01% 201

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Crewe Advisors's IBM Position: Q2 2026 in Review

Crewe Advisors increased its IBM (IBM) stake by 2.8% in Q2 2026, buying an estimated $32.5K and bringing the position to 4,811 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #73.

Crewe Advisors first reported a position in IBM in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.5M in Q2 2025. 1,822 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Crewe Advisors held 4,811 shares of IBM worth $1.35M as of Q2 2026.
  • Crewe Advisors bought 129 IBM shares in Q2 2026, an estimated $32.5K.
  • IBM made up 0.1% of Crewe Advisors's portfolio in Q2 2026, its #73 holding.
  • Crewe Advisors first reported a position in IBM in Q3 2018 and has held it in 30 quarters since.
  • Crewe Advisors's IBM position peaked at $1.5M in Q2 2025.
  • 1,822 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.