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CVFG LLC’s IBM IBM Stock Holding History

CVFG LLC’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 		$216K Sell
769
-79
-9% -$19.9K 0.02% 242
2026
Q1 		$206K Buy
+848
New +$229K 0.03% 237

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

CVFG LLC's IBM Position: Q2 2026 in Review

CVFG LLC reduced its IBM (IBM) stake by 9.3% in Q2 2026, selling an estimated $19.9K and leaving 769 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #242.

CVFG LLC first reported a position in IBM in Q1 2026 and has held it in 2 quarters since. 3,611 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CVFG LLC held 769 shares of IBM worth $216K as of Q2 2026.
  • CVFG LLC sold 79 IBM shares in Q2 2026, an estimated $19.9K.
  • IBM made up 0.02% of CVFG LLC's portfolio in Q2 2026, its #242 holding.
  • CVFG LLC first reported a position in IBM in Q1 2026 and has held it in 2 quarters since.
  • 3,611 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.