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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cyndeo Wealth Partners's IBM Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its IBM (IBM) stake by 9.2% in Q1 2026, buying an estimated $316K and bringing the position to 13,801 shares worth $3.35M. 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 14 quarters since. The position peaked at $7.98M in Q1 2024. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Cyndeo Wealth Partners held 13,801 shares of IBM worth $3.35M as of Q1 2026.
Cyndeo Wealth Partners bought 1,167 IBM shares in Q1 2026, an estimated $316K.
IBM made up 0.18% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #130 holding.
Cyndeo Wealth Partners first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
Cyndeo Wealth Partners's IBM position peaked at $7.98M in Q1 2024.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.