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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSM Advisors's IBM Position: Q1 2026 in Review

CSM Advisors reduced its IBM (IBM) stake by 13% in Q1 2026, selling an estimated $4.49M and leaving 106,824 shares worth $25.9M. The position accounts for 0.64% of the portfolio, ranked #38.

CSM Advisors first reported a position in IBM in Q2 2021 and has held it in 6 quarters since. The position peaked at $36.6M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

CSM Advisors held 106,824 shares of IBM worth $25.9M as of Q1 2026.
CSM Advisors sold 16,612 IBM shares in Q1 2026, an estimated $4.49M.
IBM made up 0.64% of CSM Advisors's portfolio in Q1 2026, its #38 holding.
CSM Advisors first reported a position in IBM in Q2 2021 and has held it in 6 quarters since.
CSM Advisors's IBM position peaked at $36.6M in Q4 2025.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.