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Cyndeo Wealth Partners’s IBM IBM Stock Holding History

Cyndeo Wealth Partners’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 		$3.72M Sell
13,234
-567
-4% -$143K 0.18% 130
2026
Q1 		$3.35M Buy
13,801
+1,167
+9% +$316K 0.18% 130
2025
Q4 		$3.74M Sell
12,634
-1,060
-8% -$317K 0.2% 114
2025
Q3 		$3.86M Sell
13,694
-282
-2% -$73.8K 0.21% 112
2025
Q2 		$4.12M Buy
13,976
+194
+1% +$50K 0.24% 107
2025
Q1 		$3.43M Sell
13,782
-196
-1% -$47.9K 0.23% 120
2024
Q4 		$3.07M Sell
13,978
-1,178
-8% -$262K 0.21% 126
2024
Q3 		$3.35M Buy
15,156
+450
+3% +$88.2K 0.23% 118
2024
Q2 		$2.54M Sell
14,706
-27,085
-65% -$4.71M 0.2% 135
2024
Q1 		$7.98M Sell
41,791
-1,920
-4% -$350K 0.66% 36
2023
Q4 		$7.15M Buy
43,711
+6,543
+18% +$989K 0.66% 36
2023
Q3 		$5.21M Buy
37,168
+23,510
+172% +$3.35M 0.54% 55
2023
Q2 		$1.83M Sell
13,658
-26,474
-66% -$3.42M 0.19% 128
2023
Q1 		$5.26M Buy
40,132
+2,898
+8% +$388K 0.57% 50
2022
Q4 		$5.25M Buy
+37,234
New +$5.14M 0.62% 51

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

Cyndeo Wealth Partners's IBM Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its IBM (IBM) stake by 4.1% in Q2 2026, selling an estimated $143K and leaving 13,234 shares worth $3.72M. The position accounts for 0.18% of the portfolio, ranked #130.

Cyndeo Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.98M in Q1 2024. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cyndeo Wealth Partners held 13,234 shares of IBM worth $3.72M as of Q2 2026.
  • Cyndeo Wealth Partners sold 567 IBM shares in Q2 2026, an estimated $143K.
  • IBM made up 0.18% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Cyndeo Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's IBM position peaked at $7.98M in Q1 2024.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.