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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
2020
Q4 		– Sell
-4,477
Closed -$521K – 381
2020
Q3 		$521K Buy
+4,477
New +$527K 0.13% 130

Other funds holding IBM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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. 1,487 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.
  • 1,487 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.