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 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	$9.56M	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

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

Cynosure Group's IBM Position: Q1 2026 in Review

Cynosure Group reduced its IBM (IBM) stake by 2.9% in Q1 2026, selling an estimated $402K and leaving 49,993 shares worth $12.1M. The position accounts for 1.51% of the portfolio, ranked #17.

Cynosure Group first reported a position in IBM in Q2 2019 and has held it in 13 quarters since. The position peaked at $15.2M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Cynosure Group held 49,993 shares of IBM worth $12.1M as of Q1 2026.
Cynosure Group sold 1,485 IBM shares in Q1 2026, an estimated $402K.
IBM made up 1.51% of Cynosure Group's portfolio in Q1 2026, its #17 holding.
Cynosure Group first reported a position in IBM in Q2 2019 and has held it in 13 quarters since.
Cynosure Group's IBM position peaked at $15.2M in Q4 2025.
3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.