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Calton & Associates’s IBM IBM Stock Holding History

Calton & Associates’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 		$318K Buy
1,130
+113
+11% +$28.5K 0.05% 300
2026
Q1 		$247K Sell
1,017
-212
-17% -$57.4K 0.04% 365
2025
Q4 		$364K Buy
1,229
+16
+1% +$4.79K 0.05% 288
2025
Q3 		$342K Buy
1,213
+131
+12% +$34.3K 0.05% 297
2025
Q2 		$319K Buy
1,082
+107
+11% +$27.6K 0.06% 275
2025
Q1 		$242K Buy
+975
New +$238K 0.06% 274
2024
Q4 		– Sell
-1,070
Closed -$237K – 230
2024
Q3 		$237K Buy
+1,070
New +$210K 0.09% 198
2023
Q4 		– Sell
-2,040
Closed -$286K – 258
2023
Q3 		$286K Buy
+2,040
New +$290K 0.42% 63
2022
Q1 		– Sell
-2,438
Closed -$325K – 378
2021
Q4 		$325K Sell
2,438
-2,472
-50% -$310K 0.09% 245
2021
Q3 		$652K Sell
4,910
-1,406
-22% -$188K 0.14% 170
2021
Q2 		$885K Buy
6,316
+60
+1% +$8.21K 0.17% 130
2021
Q1 		$797K Sell
6,256
-60
-0.9% -$7.18K 0.16% 130
2020
Q4 		$760K Sell
6,316
-513
-8% -$59.3K 0.14% 139
2020
Q3 		$794K Buy
6,829
+418
+7% +$49.2K 0.16% 114
2020
Q2 		$740K Sell
6,411
-146
-2% -$17K 0.16% 107
2020
Q1 		$695K Buy
6,557
+185
+3% +$23.4K 0.17% 108
2019
Q4 		$817K Buy
6,372
+1,209
+23% +$157K 0.16% 118
2019
Q3 		$718K Sell
5,163
-47
-0.9% -$6.34K 0.16% 111
2019
Q2 		$687K Sell
5,210
-2,478
-32% -$326K 0.19% 88
2019
Q1 		$1.04M Buy
7,688
+444
+6% +$56.6K 0.32% 59
2018
Q4 		$787K Buy
7,244
+2,149
+42% +$258K 0.29% 70
2018
Q3 		$737K Sell
5,095
-1,582
-24% -$221K 0.22% 80
2018
Q2 		$938K Sell
6,677
-2,037
-23% -$284K 0.27% 65
2018
Q1 		$1.28M Buy
8,714
+170
+2% +$25.7K 0.37% 51
2017
Q4 		$1.36M Buy
+8,544
New +$1.24M 0.34% 47

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 $3.38T AUM 44.17% 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

Calton & Associates's IBM Position: Q2 2026 in Review

Calton & Associates increased its IBM (IBM) stake by 11% in Q2 2026, buying an estimated $28.5K and bringing the position to 1,130 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #300.

Calton & Associates first reported a position in IBM in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.36M in Q4 2017. 3,643 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Calton & Associates held 1,130 shares of IBM worth $318K as of Q2 2026.
  • Calton & Associates bought 113 IBM shares in Q2 2026, an estimated $28.5K.
  • IBM made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #300 holding.
  • Calton & Associates first reported a position in IBM in Q4 2017 and has held it in 25 quarters since.
  • Calton & Associates's IBM position peaked at $1.36M in Q4 2017.
  • 3,643 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.