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Cypress Capital Advisors’s IBM IBM Stock Holding History

Cypress Capital Advisors’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 		$1.2M Sell
4,962
-33
-0.7% -$8.93K 0.65% 25
2025
Q4 		$1.48M Sell
4,995
-14
-0.3% -$4.19K 0.79% 22
2025
Q3 		$1.41M Sell
5,009
-101
-2% -$26.4K 0.8% 21
2025
Q2 		$1.51M Buy
5,110
+180
+4% +$46.4K 0.94% 20
2025
Q1 		$1.23M Sell
4,930
-5
-0.1% -$1.22K 0.85% 22
2024
Q4 		$1.08M Buy
+4,935
New +$1.1M 0.85% 22

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Capital Advisors's IBM Position: Q1 2026 in Review

Cypress Capital Advisors reduced its IBM (IBM) stake by 0.66% in Q1 2026, selling an estimated $8.93K and leaving 4,962 shares worth $1.2M. The position accounts for 0.65% of the portfolio, ranked #25.

Cypress Capital Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cypress Capital Advisors held 4,962 shares of IBM worth $1.2M as of Q1 2026.
  • Cypress Capital Advisors sold 33 IBM shares in Q1 2026, an estimated $8.93K.
  • IBM made up 0.65% of Cypress Capital Advisors's portfolio in Q1 2026, its #25 holding.
  • Cypress Capital Advisors first reported a position in IBM in Q4 2024 and has held it in 6 quarters since.
  • Cypress Capital Advisors's IBM position peaked at $1.51M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cypress Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.