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CVA Family Office’s IBM IBM Stock Holding History

CVA Family Office’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 		$805K Sell
2,863
-65
-2% -$16.4K 0.07% 146
2026
Q1 		$710K Buy
2,928
+539
+23% +$146K 0.07% 149
2025
Q4 		$708K Buy
2,389
+33
+1% +$9.88K 0.08% 136
2025
Q3 		$665K Sell
2,356
-40
-2% -$10.5K 0.09% 143
2025
Q2 		$706K Sell
2,396
-334
-12% -$86K 0.1% 128
2025
Q1 		$679K Buy
2,730
+615
+29% +$150K 0.1% 127
2024
Q4 		$465K Buy
2,115
+239
+13% +$53.2K 0.07% 166
2024
Q3 		$415K Buy
1,876
+80
+4% +$15.7K 0.07% 167
2024
Q2 		$311K Buy
1,796
+57
+3% +$9.9K 0.06% 188
2024
Q1 		$332K Buy
1,739
+4
+0.2% +$730 0.06% 182
2023
Q4 		$284K Buy
1,735
+170
+11% +$25.7K 0.06% 193
2023
Q3 		$220K Buy
1,565
+260
+20% +$37K 0.05% 206
2023
Q2 		$175K Buy
1,305
+128
+11% +$16.5K 0.04% 239
2023
Q1 		$154K Sell
1,177
-226
-16% -$30.2K 0.03% 253
2022
Q4 		$198K Buy
1,403
+67
+5% +$9.24K 0.05% 207
2022
Q3 		$159K Sell
1,336
-457
-25% -$60K 0.04% 196
2022
Q2 		$253K Buy
1,793
+57
+3% +$7.69K 0.07% 146
2022
Q1 		$226K Buy
1,736
+607
+54% +$79.2K 0.05% 166
2021
Q4 		$151K Buy
1,129
+865
+328% +$108K 0.04% 188
2021
Q3 		$31K Sell
264
-1,769
-87% -$236K 0.02% 225
2021
Q2 		$285K Buy
2,033
+1,461
+255% +$200K 0.08% 128
2021
Q1 		$73K Buy
572
+305
+114% +$36.5K 0.03% 226
2020
Q4 		$32K Buy
267
+3
+1% +$347 0.02% 233
2020
Q3 		$31K Buy
264
+2
+0.8% +$235 0.02% 225
2020
Q2 		$30K Buy
262
+184
+236% +$21.4K 0.02% 191
2020
Q1 		$8K Buy
+78
New +$9.86K 0.01% 250

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 $3.38T AUM 44.17% 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

CVA Family Office's IBM Position: Q2 2026 in Review

CVA Family Office reduced its IBM (IBM) stake by 2.2% in Q2 2026, selling an estimated $16.4K and leaving 2,863 shares worth $805K. The position accounts for 0.07% of the portfolio, ranked #146.

CVA Family Office first reported a position in IBM in Q1 2020 and has held it in 26 quarters since. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CVA Family Office held 2,863 shares of IBM worth $805K as of Q2 2026.
  • CVA Family Office sold 65 IBM shares in Q2 2026, an estimated $16.4K.
  • IBM made up 0.07% of CVA Family Office's portfolio in Q2 2026, its #146 holding.
  • CVA Family Office first reported a position in IBM in Q1 2020 and has held it in 26 quarters since.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.