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Cumberland Partners’s IBM IBM Stock Holding History

Cumberland Partners’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 		– Sell
-4,000
Closed -$1.18M – 174
2025
Q4 		$1.18M Sell
4,000
-250
-6% -$74.9K 0.07% 129
2025
Q3 		$1.2M Buy
4,250
+190
+5% +$49.7K 0.08% 125
2025
Q2 		$1.2M Sell
4,060
-350
-8% -$90.2K 0.08% 130
2025
Q1 		$1.1M Sell
4,410
-2,275
-34% -$556K 0.08% 126
2024
Q4 		$1.47M Sell
6,685
-745
-10% -$166K 0.1% 120
2024
Q3 		$1.64M Buy
7,430
+1,030
+16% +$202K 0.11% 109
2024
Q2 		$1.11M Buy
+6,400
New +$1.11M 0.08% 123
2018
Q4 		– Sell
-4,833
Closed -$698K – 181
2018
Q3 		$698K Sell
4,833
-1,815
-27% -$254K 0.07% 121
2018
Q2 		$888K Buy
+6,648
New +$927K 0.09% 110
2013
Q3 		– Sell
-99,286
Closed -$18.1M – 65
2013
Q2 		$18.1M Buy
+99,286
New +$19.3M 2.31% 19

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cumberland Partners's IBM Position: Q1 2026 in Review

Cumberland Partners sold out of IBM (IBM) in Q1 2026, closing a stake of 4,000 shares — an estimated $1.18M sold.

Cumberland Partners first reported a position in IBM in Q2 2013 and held it in 10 quarters. The position peaked at $18.1M in Q2 2013. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cumberland Partners reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Cumberland Partners sold 4,000 IBM shares in Q1 2026, an estimated $1.18M.
  • Cumberland Partners first reported a position in IBM in Q2 2013 and held it in 10 quarters.
  • Cumberland Partners's IBM position peaked at $18.1M in Q2 2013.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.