Cynosure Group’s IBM IBM Stock Holding History

Cynosure Group’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 Q3	$12M	Hold	54,382	–	–	1.69%	17
2026 Q2	$15.3M	Buy	54,382 +4,389	+9%	+$1.11M	2.3%	14
2026 Q1	$12.1M	Sell	49,993 -1,485	-3%	-$402K	1.51%	17
2025 Q4	$15.2M	Buy	51,478 +1,485	+3%	+$445K	1.55%	15
2025 Q3	$14.1M	Sell	49,993 -4	-0%	-$1.05K	1.53%	16
2025 Q2	$14.7M	Buy	49,997 +4	+0%	+$1.03K	1.67%	15
2025 Q1	$12.4M	Buy	+49,993	New	+$12.2M	1.71%	14
2024 Q4	–	Sell	-50,146	Closed	-$11.1M	–	372
2024 Q3	$11.1M	Buy	50,146 +123	+0.2%	+$24.1K	1.62%	16
2024 Q2	$8.65M	Sell	50,023 -32	-0.1%	-$5.56K	1.39%	15
2024 Q1	$9.6M	Sell	50,055 -99	-0.2%	-$18.1K	1.72%	13
2023 Q4	$8.2M	Buy	+50,154	New	+$7.58M	1.47%	12
2023 Q3	–	Sell	-1,656	Closed	-$222K	–	147
2023 Q2	$222K	Buy	+1,656	New	+$214K	0.07%	125
2020 Q1	–	Sell	-1,925	Closed	-$247K	–	74
2019 Q4	$247K	Hold	1,925	–	–	0.13%	66
2019 Q3	$268K	Sell	1,925 -680	-26%	-$91.7K	0.15%	62
2019 Q2	$343K	Buy	+2,605	New	+$342K	0.16%	65

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cynosure Group's IBM Position: Q3 2026 in Review

Cynosure Group held its IBM (IBM) position steady in Q3 2026 at 54,382 shares worth $12M. The position accounts for 1.69% of the portfolio, ranked #17.

Cynosure Group first reported a position in IBM in Q2 2019 and has held it in 15 quarters since. The position peaked at $15.3M in Q2 2026. 2,247 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Cynosure Group held 54,382 shares of IBM worth $12M as of Q3 2026.
Cynosure Group left its IBM share count unchanged in Q3 2026.
IBM made up 1.69% of Cynosure Group's portfolio in Q3 2026, its #17 holding.
Cynosure Group first reported a position in IBM in Q2 2019 and has held it in 15 quarters since.
Cynosure Group's IBM position peaked at $15.3M in Q2 2026.
2,247 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Cynosure Group's 13F filing for Q3 2026, filed 3 Nov 2026.