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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CWS Financial Advisors's IBM Position: Q1 2026 in Review

CWS Financial Advisors increased its IBM (IBM) stake by 0.03% in Q1 2026, buying an estimated $541 and bringing the position to 7,394 shares worth $1.79M. The position accounts for 0.46% of the portfolio, ranked #33.

CWS Financial Advisors first reported a position in IBM in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.23M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • CWS Financial Advisors held 7,394 shares of IBM worth $1.79M as of Q1 2026.
  • CWS Financial Advisors bought 2 IBM shares in Q1 2026, an estimated $541.
  • IBM made up 0.46% of CWS Financial Advisors's portfolio in Q1 2026, its #33 holding.
  • CWS Financial Advisors first reported a position in IBM in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's IBM position peaked at $2.23M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.