CP
IBM icon

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
Q2 		$1.46M Buy
+5,180
New +$1.31M 0.09% 108
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 $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

Cumberland Partners's IBM Position: Q2 2026 in Review

Cumberland Partners opened a new position in IBM (IBM) in Q2 2026: 5,180 shares worth $1.46M. The stake represents 0.09% of the portfolio and ranks #108 among its holdings. This is a return to the name: Cumberland Partners previously reported a position in IBM as recently as Q4 2025.

Cumberland Partners first reported a position in IBM in Q2 2013 and has held it in 11 quarters since. The position peaked at $18.1M in Q2 2013. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cumberland Partners held 5,180 shares of IBM worth $1.46M as of Q2 2026.
  • IBM was a new Cumberland Partners position in Q2 2026.
  • IBM made up 0.09% of Cumberland Partners's portfolio in Q2 2026, its #108 holding.
  • Cumberland Partners first reported a position in IBM in Q2 2013 and has held it in 11 quarters since.
  • Cumberland Partners's IBM position peaked at $18.1M in Q2 2013.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.