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CAAS Capital Management’s IBM IBM Stock Holding History

CAAS 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
2025
Q1 		$8.21M Buy
33,000
+29,800
+931% +$7.29M 0.88% 26
2024
Q4 		$703K Sell
3,200
-7,900
-71% -$1.76M 0.12% 136
2024
Q3 		$2.45M Buy
11,100
+3,800
+52% +$745K 0.29% 85
2024
Q2 		$1.26M Sell
7,300
-2,800
-28% -$487K 0.41% 61
2024
Q1 		$1.93M Buy
10,100
+3,800
+60% +$693K 0.14% 165
2023
Q4 		$1.03M Buy
+6,300
New +$952K 0.11% 185
2023
Q3 		– Sell
-2,200
Closed -$294K – 718
2023
Q2 		$294K Sell
2,200
-51,900
-96% -$6.7M 0.02% 479
2023
Q1 		$7.09M Buy
+54,100
New +$7.24M 0.38% 72
2022
Q2 		– Sell
-39,100
Closed -$5.08M – 957
2022
Q1 		$5.08M Buy
39,100
+4,100
+12% +$535K 0.21% 131
2021
Q4 		$4.68M Sell
35,000
-82,466
-70% -$10.3M 0.11% 192
2021
Q3 		$14.9M Buy
+117,466
New +$15.7M 0.3% 72

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CAAS Capital Management's IBM Position: Q1 2025 in Review

CAAS Capital Management opened a new position in IBM (IBM) in Q1 2025: 1,047 shares worth $260K. The stake represents 0.03% of the portfolio and ranks #339 among its holdings. This is a return to the name: CAAS Capital Management previously reported a position in IBM as recently as Q1 2023.

CAAS Capital Management first reported a position in IBM in Q1 2021 and has held it in 4 quarters since. The position peaked at $970K in Q1 2023. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • CAAS Capital Management held 1,047 shares of IBM worth $260K as of Q1 2025.
  • IBM was a new CAAS Capital Management position in Q1 2025.
  • IBM made up 0.03% of CAAS Capital Management's portfolio in Q1 2025, its #339 holding.
  • CAAS Capital Management first reported a position in IBM in Q1 2021 and has held it in 4 quarters since.
  • CAAS Capital Management's IBM position peaked at $970K in Q1 2023.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on CAAS Capital Management's 13F filing for Q1 2025, filed 1 May 2025.