Cypress Wealth Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.52M | Sell |
5,410
-39
| -0.7% | -$9.83K | 0.19% | 94 |
|
|
2026
Q1 | $1.32M | Buy |
5,449
+119
| +2% | +$32.2K | 0.19% | 95 |
|
|
2025
Q4 | $1.58M | Buy |
5,330
+3,473
| +187% | +$1.04M | 0.22% | 86 |
|
|
2025
Q3 | $524K | Buy |
1,857
+2
| +0.1% | +$524 | 0.09% | 176 |
|
|
2025
Q2 | $547K | Buy |
1,855
+368
| +25% | +$94.8K | 0.1% | 161 |
|
|
2025
Q1 | $370K | Buy |
1,487
+29
| +2% | +$7.09K | 0.08% | 186 |
|
|
2024
Q4 | $321K | Sell |
1,458
-9
| -0.6% | -$2K | 0.06% | 199 |
|
|
2024
Q3 | $324K | Buy |
1,467
+71
| +5% | +$13.9K | 0.07% | 198 |
|
|
2024
Q2 | $241K | Buy |
1,396
+61
| +5% | +$10.6K | 0.05% | 222 |
|
|
2024
Q1 | $255K | Buy |
1,335
+13
| +1% | +$2.37K | 0.06% | 217 |
|
|
2023
Q4 | $216K | Sell |
1,322
-144
| -10% | -$21.8K | 0.05% | 227 |
|
|
2023
Q3 | $206K | Buy |
+1,466
| New | +$209K | 0.06% | 223 |
|
|
2023
Q2 | – | Sell |
-1,564
| Closed | -$205K | – | 255 |
|
|
2023
Q1 | $205K | Buy |
1,564
+11
| +0.7% | +$1.47K | 0.06% | 228 |
|
|
2022
Q4 | $219K | Buy |
+1,553
| New | +$214K | 0.07% | 214 |
|
|
2022
Q3 | – | Sell |
-1,556
| Closed | -$220K | – | 233 |
|
|
2022
Q2 | $220K | Buy |
+1,556
| New | +$210K | 0.07% | 205 |
|
|
2021
Q4 | – | Sell |
-3,699
| Closed | -$491K | – | 238 |
|
|
2021
Q3 | $491K | Sell |
3,699
-311
| -8% | -$41.6K | 0.15% | 112 |
|
|
2021
Q2 | $562K | Sell |
4,010
-593
| -13% | -$81.1K | 0.15% | 113 |
|
|
2021
Q1 | $586K | Buy |
4,603
+129
| +3% | +$15.4K | 0.12% | 133 |
|
|
2020
Q4 | $538K | Buy |
+4,474
| New | +$517K | 0.12% | 144 |
|
|
2020
Q3 | – | Sell |
-4,408
| Closed | -$519K | – | 361 |
|
|
2020
Q2 | $509K | Buy |
4,408
+37
| +0.8% | +$4.3K | 0.12% | 146 |
|
|
2020
Q1 | $464K | Buy |
4,371
+35
| +0.8% | +$4.43K | 0.14% | 131 |
|
|
2019
Q4 | $556K | Buy |
4,336
+22
| +0.5% | +$2.86K | 0.14% | 123 |
|
|
2019
Q3 | $600K | Buy |
4,314
+27
| +0.6% | +$3.64K | 0.16% | 120 |
|
|
2019
Q2 | $565K | Sell |
4,287
-159
| -4% | -$20.9K | 0.16% | 122 |
|
|
2019
Q1 | $600K | Buy |
+4,446
| New | +$567K | 0.19% | 108 |
|
|
2018
Q1 | – | Sell |
-4,948
| Closed | -$726K | – | 203 |
|
|
2017
Q4 | $726K | Buy |
+4,948
| New | +$720K | 0.3% | 89 |
|
Other funds holding IBM
Cypress Wealth Services's IBM Position: Q2 2026 in Review
Cypress Wealth Services reduced its IBM (IBM) stake by 0.72% in Q2 2026, selling an estimated $9.83K and leaving 5,410 shares worth $1.52M. The position accounts for 0.19% of the portfolio, ranked #94.
Cypress Wealth Services first reported a position in IBM in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.58M in Q4 2025. 3,640 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- Cypress Wealth Services held 5,410 shares of IBM worth $1.52M as of Q2 2026.
- Cypress Wealth Services sold 39 IBM shares in Q2 2026, an estimated $9.83K.
- IBM made up 0.19% of Cypress Wealth Services's portfolio in Q2 2026, its #94 holding.
- Cypress Wealth Services first reported a position in IBM in Q4 2017 and has held it in 26 quarters since.
- Cypress Wealth Services's IBM position peaked at $1.58M in Q4 2025.
- 3,640 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.