CA
IBM icon

CSM Advisors’s IBM IBM Stock Holding History

CSM 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 		$25.1M Sell
89,165
-17,659
-17% -$4.45M 0.54% 44
2026
Q1 		$25.9M Sell
106,824
-16,612
-13% -$4.49M 0.64% 38
2025
Q4 		$36.6M Buy
123,436
+9,770
+9% +$2.93M 0.99% 27
2025
Q3 		$32.1M Buy
113,666
+11,318
+11% +$2.96M 0.9% 27
2025
Q2 		$30.2M Buy
+102,348
New +$26.4M 0.88% 25
2021
Q4 		– Sell
-4,058
Closed -$539K – 157
2021
Q3 		$539K Hold
4,058
– – 0.04% 125
2021
Q2 		$569K Buy
+4,058
New +$555K 0.04% 125

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CSM Advisors's IBM Position: Q2 2026 in Review

CSM Advisors reduced its IBM (IBM) stake by 17% in Q2 2026, selling an estimated $4.45M and leaving 89,165 shares worth $25.1M. The position accounts for 0.54% of the portfolio, ranked #44.

CSM Advisors first reported a position in IBM in Q2 2021 and has held it in 7 quarters since. The position peaked at $36.6M in Q4 2025. 3,638 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CSM Advisors held 89,165 shares of IBM worth $25.1M as of Q2 2026.
  • CSM Advisors sold 17,659 IBM shares in Q2 2026, an estimated $4.45M.
  • IBM made up 0.54% of CSM Advisors's portfolio in Q2 2026, its #44 holding.
  • CSM Advisors first reported a position in IBM in Q2 2021 and has held it in 7 quarters since.
  • CSM Advisors's IBM position peaked at $36.6M in Q4 2025.
  • 3,638 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.