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CWS Financial Advisors’s IBM IBM Stock Holding History

CWS Financial Advisors’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 		$2.07M Sell
7,362
-32
-0.4% -$8.06K 0.46% 31
2026
Q1 		$1.79M Buy
7,394
+2
+0% +$541 0.46% 33
2025
Q4 		$2.19M Sell
7,392
-8
-0.1% -$2.4K 0.59% 27
2025
Q3 		$2.09M Sell
7,400
-159
-2% -$41.6K 0.58% 26
2025
Q2 		$2.23M Buy
7,559
+51
+0.7% +$13.1K 0.65% 24
2025
Q1 		$1.87M Sell
7,508
-216
-3% -$52.8K 0.59% 26
2024
Q4 		$1.7M Hold
7,724
– – 0.55% 26
2024
Q3 		$1.71M Sell
7,724
-588
-7% -$115K 0.61% 24
2024
Q2 		$1.44M Buy
8,312
+231
+3% +$40.1K 0.57% 22
2024
Q1 		$1.54M Sell
8,081
-147
-2% -$26.8K 0.63% 20
2023
Q4 		$1.35M Buy
8,228
+494
+6% +$74.6K 0.51% 27
2023
Q3 		$1.09M Buy
7,734
+4
+0.1% +$569 0.44% 33
2023
Q2 		$1.03M Sell
7,730
-75
-1% -$9.68K 0.39% 36
2023
Q1 		$1.02M Sell
7,805
-1,227
-14% -$164K 0.41% 35
2022
Q4 		$1.2M Buy
9,032
+784
+10% +$108K 0.52% 23
2022
Q3 		$980K Sell
8,248
-264
-3% -$34.6K 0.47% 32
2022
Q2 		$1.2M Sell
8,512
-510
-6% -$68.8K 0.55% 27
2022
Q1 		$1.17M Buy
9,022
+220
+2% +$28.7K 0.44% 30
2021
Q4 		$1.18M Buy
+8,802
New +$1.1M 0.41% 32
2021
Q2 		$1.31M Sell
9,374
-73
-0.8% -$9.98K 0.52% 23
2021
Q1 		$1.2M Buy
9,447
+21
+0.2% +$2.51K 0.52% 23
2020
Q4 		$1.13M Sell
9,426
-94
-1% -$10.9K 0.66% 21
2020
Q3 		$1.11M Sell
9,520
-436
-4% -$51.3K 0.74% 17
2020
Q2 		$1.15M Buy
9,956
+646
+7% +$75K 0.83% 16
2020
Q1 		$1.19M Hold
9,310
– – 0.88% 12
2019
Q4 		$1.19M Buy
+9,310
New +$1.21M 0.87% 14

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

CWS Financial Advisors's IBM Position: Q2 2026 in Review

CWS Financial Advisors reduced its IBM (IBM) stake by 0.43% in Q2 2026, selling an estimated $8.06K and leaving 7,362 shares worth $2.07M. The position accounts for 0.46% of the portfolio, ranked #31.

CWS Financial Advisors first reported a position in IBM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.23M in Q2 2025. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CWS Financial Advisors held 7,362 shares of IBM worth $2.07M as of Q2 2026.
  • CWS Financial Advisors sold 32 IBM shares in Q2 2026, an estimated $8.06K.
  • IBM made up 0.46% of CWS Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • CWS Financial Advisors first reported a position in IBM in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's IBM position peaked at $2.23M in Q2 2025.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.