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CX Institutional’s IBM IBM Stock Holding History

CX Institutional’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 		$4.04M Sell
14,354
-695
-5% -$175K 0.12% 175
2026
Q1 		$3.65M Buy
15,049
+3,788
+34% +$1.02M 0.11% 196
2025
Q4 		$3.34M Sell
11,261
-823
-7% -$246K 0.1% 164
2025
Q3 		$3.41M Buy
12,084
+5,139
+74% +$1.35M 0.1% 162
2025
Q2 		$2.05M Sell
6,945
-211
-3% -$54.4K 0.07% 194
2025
Q1 		$1.78M Buy
7,156
+31
+0.4% +$7.58K 0.07% 204
2024
Q4 		$1.57M Buy
7,125
+143
+2% +$31.8K 0.06% 199
2024
Q3 		$1.54M Buy
6,982
+393
+6% +$77.1K 0.07% 221
2024
Q2 		$1.14M Buy
6,589
+77
+1% +$13.4K 0.05% 260
2024
Q1 		$1.24M Sell
6,512
-41,624
-86% -$7.59M 0.06% 247
2023
Q4 		$7.87M Sell
48,136
-782
-2% -$118K 0.42% 69
2023
Q3 		$6.86M Buy
48,918
+10,301
+27% +$1.47M 0.38% 71
2023
Q2 		$5.17M Sell
38,617
-5,043
-12% -$651K 0.27% 108
2023
Q1 		$5.75M Buy
43,660
+37,865
+653% +$5.07M 0.31% 88
2022
Q4 		$816K Buy
5,795
+2,254
+64% +$311K 0.05% 304
2022
Q3 		$421K Sell
3,541
-286
-7% -$37.5K 0.03% 357
2022
Q2 		$540K Buy
3,827
+1,221
+47% +$165K 0.04% 326
2022
Q1 		$339K Buy
2,606
+386
+17% +$50.3K 0.03% 300
2021
Q4 		$297K Sell
2,220
-1
-0% -$125 0.02% 292
2021
Q3 		$295K Buy
2,221
+62
+3% +$8.29K 0.02% 314
2021
Q2 		$303K Buy
2,159
+381
+21% +$52.1K 0.02% 295
2021
Q1 		$227K Buy
1,778
+228
+15% +$27.3K 0.02% 294
2020
Q4 		$187K Sell
1,550
-2
-0.1% -$231 0.02% 295
2020
Q3 		$181K Sell
1,552
-14,837
-91% -$1.75M 0.02% 267
2020
Q2 		$1.89M Buy
16,389
+3,600
+28% +$418K 0.25% 108
2020
Q1 		$1.36M Buy
12,789
+12,195
+2,053% +$1.54M 0.22% 112
2019
Q4 		$76K Buy
594
+106
+22% +$13.8K 0.01% 253
2019
Q3 		$68K Sell
488
-15,821
-97% -$2.13M 0.01% 276
2019
Q2 		$2.15M Sell
16,309
-106
-0.6% -$13.9K 0.34% 74
2019
Q1 		$2.21M Buy
16,415
+16,180
+6,885% +$2.06M 0.39% 66
2018
Q4 		$26K Sell
235
-9,930
-98% -$1.19M 0.01% 303
2018
Q3 		$1.47M Buy
+10,165
New +$1.42M 0.49% 63

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CX Institutional's IBM Position: Q2 2026 in Review

CX Institutional reduced its IBM (IBM) stake by 4.6% in Q2 2026, selling an estimated $175K and leaving 14,354 shares worth $4.04M. The position accounts for 0.12% of the portfolio, ranked #175.

CX Institutional first reported a position in IBM in Q3 2018 and has held it in 32 quarters since. The position peaked at $7.87M in Q4 2023. 871 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • CX Institutional held 14,354 shares of IBM worth $4.04M as of Q2 2026.
  • CX Institutional sold 695 IBM shares in Q2 2026, an estimated $175K.
  • IBM made up 0.12% of CX Institutional's portfolio in Q2 2026, its #175 holding.
  • CX Institutional first reported a position in IBM in Q3 2018 and has held it in 32 quarters since.
  • CX Institutional's IBM position peaked at $7.87M in Q4 2023.
  • 871 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.