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CWA Asset Management Group’s IBM IBM Stock Holding History

CWA Asset Management Group’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 		$4.78M Buy
17,005
+1,538
+10% +$387K 0.15% 148
2026
Q1 		$3.75M Sell
15,467
-343
-2% -$92.8K 0.13% 170
2025
Q4 		$4.68M Sell
15,810
-1,020
-6% -$305K 0.17% 126
2025
Q3 		$4.75M Sell
16,830
-423
-2% -$111K 0.18% 118
2025
Q2 		$5.09M Buy
17,253
+839
+5% +$216K 0.21% 106
2025
Q1 		$4.08M Buy
16,414
+810
+5% +$198K 0.2% 117
2024
Q4 		$3.43M Sell
15,604
-6,546
-30% -$1.46M 0.17% 115
2024
Q3 		$4.9M Buy
+22,150
New +$4.34M 0.26% 85
2024
Q1 		$2.93M Buy
15,362
+260
+2% +$47.4K 0.18% 115
2023
Q4 		$2.47M Buy
15,102
+873
+6% +$132K 0.17% 108
2023
Q3 		$2M Buy
14,229
+829
+6% +$118K 0.15% 113
2023
Q2 		$1.79M Buy
13,400
+51
+0.4% +$6.58K 0.12% 107
2023
Q1 		$1.75M Buy
13,349
+1,293
+11% +$173K 0.13% 102
2022
Q4 		$1.7M Buy
12,056
+68
+0.6% +$9.38K 0.14% 114
2022
Q3 		$1.42M Sell
11,988
-176
-1% -$23.1K 0.14% 99
2022
Q2 		$1.72M Sell
12,164
-4,266
-26% -$576K 0.16% 101
2022
Q1 		$2.14M Buy
16,430
+1,346
+9% +$176K 0.16% 103
2021
Q4 		$2.02M Buy
15,084
+49
+0.3% +$6.15K 0.15% 110
2021
Q3 		$2M Buy
15,035
+42
+0.3% +$5.61K 0.16% 108
2021
Q2 		$2.1M Sell
14,993
-629
-4% -$86K 0.17% 103
2021
Q1 		$1.99M Sell
15,622
-556
-3% -$66.5K 0.18% 100
2020
Q4 		$1.95M Buy
16,178
+376
+2% +$43.5K 0.2% 98
2020
Q3 		$1.84M Buy
15,802
+1,651
+12% +$194K 0.25% 79
2020
Q2 		$1.63M Sell
14,151
-898
-6% -$104K 0.29% 65
2020
Q1 		$1.6M Buy
15,049
+5,151
+52% +$651K 0.3% 71
2019
Q4 		$1.27M Sell
9,898
-4,876
-33% -$634K 0.2% 86
2019
Q3 		$2.05M Buy
14,774
+1,627
+12% +$219K 0.33% 75
2019
Q2 		$1.73M Buy
13,147
+158
+1% +$20.8K 0.3% 79
2019
Q1 		$1.75M Sell
12,989
-449
-3% -$57.2K 0.34% 75
2018
Q4 		$1.46M Sell
13,438
-14,524
-52% -$1.74M 0.34% 73
2018
Q3 		$4.02M Sell
27,962
-762
-3% -$106K 0.89% 43
2018
Q2 		$3.84M Buy
28,724
+7,718
+37% +$1.08M 0.9% 41
2018
Q1 		$3.08M Buy
21,006
+437
+2% +$66.1K 0.76% 50
2017
Q4 		$3.02M Buy
20,569
+1,711
+9% +$249K 0.8% 51
2017
Q3 		$2.62M Sell
18,858
-1,290
-6% -$180K 0.76% 50
2017
Q2 		$2.96M Buy
20,148
+3,796
+23% +$572K 0.94% 39
2017
Q1 		$2.72M Buy
16,352
+6,715
+70% +$1.13M 0.93% 35
2016
Q4 		$1.53M Buy
9,637
+2,756
+40% +$420K 0.65% 55
2016
Q3 		$1.04M Buy
6,881
+735
+12% +$112K 0.58% 60
2016
Q2 		$892K Buy
+6,146
New +$880K 0.54% 58
2016
Q1 		– Sell
-3,966
Closed -$522K – 105
2015
Q4 		$522K Buy
+3,966
New +$533K 0.59% 58

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

CWA Asset Management Group's IBM Position: Q2 2026 in Review

CWA Asset Management Group increased its IBM (IBM) stake by 9.9% in Q2 2026, buying an estimated $387K and bringing the position to 17,005 shares worth $4.78M. The position accounts for 0.15% of the portfolio, ranked #148.

CWA Asset Management Group first reported a position in IBM in Q4 2015 and has held it in 41 quarters since. The position peaked at $5.09M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CWA Asset Management Group held 17,005 shares of IBM worth $4.78M as of Q2 2026.
  • CWA Asset Management Group bought 1,538 IBM shares in Q2 2026, an estimated $387K.
  • IBM made up 0.15% of CWA Asset Management Group's portfolio in Q2 2026, its #148 holding.
  • CWA Asset Management Group first reported a position in IBM in Q4 2015 and has held it in 41 quarters since.
  • CWA Asset Management Group's IBM position peaked at $5.09M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.