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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
Q2 		$2.33M Buy
8,292
+38
+0.5% +$9.57K 0.88% 24
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 $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

Caldwell Sutter Capital's IBM Position: Q2 2026 in Review

Caldwell Sutter Capital increased its IBM (IBM) stake by 0.46% in Q2 2026, buying an estimated $9.57K and bringing the position to 8,292 shares worth $2.33M. The position accounts for 0.88% of the portfolio, ranked #24.

Caldwell Sutter Capital first reported a position in IBM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.61M in Q2 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Caldwell Sutter Capital held 8,292 shares of IBM worth $2.33M as of Q2 2026.
  • Caldwell Sutter Capital bought 38 IBM shares in Q2 2026, an estimated $9.57K.
  • IBM made up 0.88% of Caldwell Sutter Capital's portfolio in Q2 2026, its #24 holding.
  • Caldwell Sutter Capital first reported a position in IBM in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's IBM position peaked at $2.61M in Q2 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.