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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 		$8.85M Buy
35,600
+32,500
+1,048% +$7.95M 0.95% 25
2024
Q4 		$681K Sell
3,100
-15,100
-83% -$3.36M 0.12% 139
2024
Q3 		$4.02M Buy
18,200
+10,400
+133% +$2.04M 0.47% 52
2024
Q2 		$1.35M Buy
7,800
+300
+4% +$52.1K 0.44% 59
2024
Q1 		$1.43M Sell
7,500
-700
-9% -$128K 0.11% 187
2023
Q4 		$1.34M Buy
+8,200
New +$1.24M 0.14% 155
2023
Q3 		– Sell
-5,600
Closed -$749K – 719
2023
Q2 		$749K Sell
5,600
-41,700
-88% -$5.38M 0.05% 316
2023
Q1 		$6.2M Buy
47,300
+44,800
+1,792% +$5.99M 0.33% 82
2022
Q4 		$352K Buy
+2,500
New +$345K 0.02% 544
2022
Q2 		– Sell
-16,000
Closed -$2.08M – 958
2022
Q1 		$2.08M Buy
16,000
+15,000
+1,500% +$1.96M 0.09% 216
2021
Q4 		$134K Sell
1,000
-46
-4% -$5.77K ﹤0.01% 696
2021
Q3 		$133K Buy
+1,046
New +$140K ﹤0.01% 768
2021
Q2 		– Sell
-10,460
Closed -$1.33M – 1148
2021
Q1 		$1.33M Buy
+10,460
New +$1.25M 0.01% 711

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.