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Caldwell Sutter Capital’s IBM IBM Stock Holding History

Caldwell Sutter Capital’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
Q1 		$2M Sell
8,254
-166
-2% -$44.9K 0.81% 27
2025
Q4 		$2.49M Sell
8,420
-89
-1% -$26.7K 1.06% 19
2025
Q3 		$2.4M Sell
8,509
-330
-4% -$86.4K 1.03% 20
2025
Q2 		$2.61M Sell
8,839
-132
-1% -$34K 1.19% 15
2025
Q1 		$2.23M Sell
8,971
-253
-3% -$61.9K 1.06% 18
2024
Q4 		$2.03M Buy
9,224
+418
+5% +$93.1K 0.94% 22
2024
Q3 		$1.95M Sell
8,806
-848
-9% -$166K 0.91% 26
2024
Q2 		$1.67M Sell
9,654
-630
-6% -$109K 0.83% 28
2024
Q1 		$1.96M Sell
10,284
-454
-4% -$82.8K 0.95% 19
2023
Q4 		$1.76M Sell
10,738
-542
-5% -$81.9K 0.89% 22
2023
Q3 		$1.58M Sell
11,280
-388
-3% -$55.2K 0.88% 24
2023
Q2 		$1.56M Buy
11,668
+3,225
+38% +$416K 0.82% 27
2023
Q1 		$1.11M Buy
8,443
+2,656
+46% +$355K 0.81% 29
2022
Q4 		$815K Buy
+5,787
New +$798K 0.72% 40

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Caldwell Sutter Capital's IBM Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its IBM (IBM) stake by 2% in Q1 2026, selling an estimated $44.9K and leaving 8,254 shares worth $2M. The position accounts for 0.81% of the portfolio, ranked #27.

Caldwell Sutter Capital first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.61M in Q2 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Caldwell Sutter Capital held 8,254 shares of IBM worth $2M as of Q1 2026.
  • Caldwell Sutter Capital sold 166 IBM shares in Q1 2026, an estimated $44.9K.
  • IBM made up 0.81% of Caldwell Sutter Capital's portfolio in Q1 2026, its #27 holding.
  • Caldwell Sutter Capital first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's IBM position peaked at $2.61M in Q2 2025.
  • 3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.