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Advent Capital Management’s IBM IBM Stock Holding History

Advent Capital Management’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
2016
Q1 		– Sell
-314
Closed -$22K – 466
2015
Q4 		$22K Buy
+314
New +$42.2K ﹤0.01% 412

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Advent Capital Management's IBM Position: Q1 2026 in Review

Advent Capital Management opened a new position in IBM (IBM) in Q1 2026: 12,000 shares worth $2.91M. The stake represents 0.08% of the portfolio and ranks #150 among its holdings. This is a return to the name: Advent Capital Management previously reported a position in IBM as recently as Q2 2025.

Advent Capital Management first reported a position in IBM in Q3 2018 and has held it in 11 quarters since. The position peaked at $4.21M in Q3 2023. 3,474 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Advent Capital Management held 12,000 shares of IBM worth $2.91M as of Q1 2026.
  • IBM was a new Advent Capital Management position in Q1 2026.
  • IBM made up 0.08% of Advent Capital Management's portfolio in Q1 2026, its #150 holding.
  • Advent Capital Management first reported a position in IBM in Q3 2018 and has held it in 11 quarters since.
  • Advent Capital Management's IBM position peaked at $4.21M in Q3 2023.
  • 3,474 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Advent Capital Management's 13F filing for Q1 2026, filed 7 May 2026.