Cross Staff Investments’s IBM IBM Stock Holding History

Cross Staff Investments’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	$1.61M	Buy	5,732 +27	+0.5%	+$6.8K	0.91%	27
2026 Q1	$1.38M	Hold	5,705	–	–	0.7%	30
2025 Q4	$1.69M	Hold	5,705	–	–	0.93%	24
2025 Q3	$1.61M	Hold	5,705	–	–	1.12%	21
2025 Q2	$1.68M	Sell	5,705 -25	-0.4%	-$6.44K	1.25%	22
2025 Q1	$1.42M	Hold	5,730	–	–	1.08%	24
2024 Q4	$1.26M	Sell	5,730 -50	-0.9%	-$11.1K	0.88%	27
2024 Q3	$1.28M	Buy	5,780 +76	+1%	+$14.9K	0.99%	28
2024 Q2	$987K	Hold	5,704	–	–	0.82%	35
2024 Q1	$1.09M	Sell	5,704 -63	-1%	-$11.5K	0.92%	31
2023 Q4	$943K	Hold	5,767	–	–	0.84%	33
2023 Q3	$809K	Sell	5,767 -37	-0.6%	-$5.26K	0.79%	36
2023 Q2	$777K	Buy	5,804 +156	+3%	+$20.1K	0.71%	40
2023 Q1	$740K	Hold	5,648	–	–	0.73%	41
2022 Q4	$796K	Hold	5,648	–	–	0.83%	34
2022 Q3	$671K	Hold	5,648	–	–	0.75%	37
2022 Q2	$797K	Hold	5,648	–	–	0.88%	33
2022 Q1	$734K	Hold	5,648	–	–	0.68%	39
2021 Q4	$755K	Buy	+5,648	New	+$708K	0.68%	38

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cross Staff Investments's IBM Position: Q2 2026 in Review

Cross Staff Investments increased its IBM (IBM) stake by 0.47% in Q2 2026, buying an estimated $6.8K and bringing the position to 5,732 shares worth $1.61M. The position accounts for 0.91% of the portfolio, ranked #27.

Cross Staff Investments first reported a position in IBM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q4 2025. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

Cross Staff Investments held 5,732 shares of IBM worth $1.61M as of Q2 2026.
Cross Staff Investments bought 27 IBM shares in Q2 2026, an estimated $6.8K.
IBM made up 0.91% of Cross Staff Investments's portfolio in Q2 2026, its #27 holding.
Cross Staff Investments first reported a position in IBM in Q4 2021 and has held it in 19 quarters since.
Cross Staff Investments's IBM position peaked at $1.69M in Q4 2025.
1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.