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Cypress Wealth Services’s IBM IBM Stock Holding History

Cypress Wealth Services’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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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. 1,915 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.
  • 1,915 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.