CJ
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Caitlin John’s IBM IBM Stock Holding History

Caitlin John’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 		$35.4K Sell
125
-22
-15% -$5.54K 0.02% 412
2026
Q1 		$35.7K Buy
147
+127
+635% +$34.4K 0.02% 349
2025
Q4 		$5.92K Sell
20
-1
-5% -$299 ﹤0.01% 618
2025
Q3 		$5.89K Buy
+21
New +$5.5K ﹤0.01% 573
2025
Q1 		– Sell
-200
Closed -$43.9K – 421
2024
Q4 		$43.9K Sell
200
-28
-12% -$6.24K 0.03% 248
2024
Q3 		$48.1K Sell
228
-32
-12% -$6.27K 0.03% 244
2024
Q2 		$45K Sell
260
-2
-0.8% -$348 0.03% 257
2024
Q1 		$50K Sell
262
-9
-3% -$1.64K 0.04% 233
2023
Q4 		$44.2K Buy
+271
New +$41K 0.04% 234

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Caitlin John's IBM Position: Q2 2026 in Review

Caitlin John reduced its IBM (IBM) stake by 15% in Q2 2026, selling an estimated $5.54K and leaving 125 shares worth $35.4K. The position accounts for 0.02% of the portfolio, ranked #412.

Caitlin John first reported a position in IBM in Q4 2023 and has held it in 9 quarters since. The position peaked at $50K in Q1 2024. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Caitlin John held 125 shares of IBM worth $35.4K as of Q2 2026.
  • Caitlin John sold 22 IBM shares in Q2 2026, an estimated $5.54K.
  • IBM made up 0.02% of Caitlin John's portfolio in Q2 2026, its #412 holding.
  • Caitlin John first reported a position in IBM in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's IBM position peaked at $50K in Q1 2024.
  • 3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.