CAI
IBM icon

Capital Advisors Inc’s IBM IBM Stock Holding History

Capital Advisors Inc’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 		$60.3M Buy
248,779
+19,254
+8% +$5.21M 0.97% 30
2025
Q4 		$68M Buy
229,525
+923
+0.4% +$276K 1.09% 22
2025
Q3 		$64.5M Buy
228,602
+4,910
+2% +$1.29M 1.08% 22
2025
Q2 		$65.9M Buy
223,692
+2,134
+1% +$550K 1.18% 22
2025
Q1 		$55.1M Sell
221,558
-60,333
-21% -$14.8M 1.1% 32
2024
Q4 		$62M Buy
281,891
+1,171
+0.4% +$261K 1.23% 20
2024
Q3 		$62.1M Buy
280,720
+2,699
+1% +$529K 1.24% 21
2024
Q2 		$48.1M Buy
278,021
+4,445
+2% +$772K 0.99% 31
2024
Q1 		$52.2M Sell
273,576
-37,131
-12% -$6.77M 1.12% 26
2023
Q4 		$50.8M Buy
310,707
+39,297
+14% +$5.94M 1.14% 26
2023
Q3 		$38.1M Buy
271,410
+266,765
+5,743% +$38M 1% 36
2023
Q2 		$622K Sell
4,645
-244
-5% -$31.5K 0.02% 163
2023
Q1 		$641K Sell
4,889
-840
-15% -$112K 0.02% 160
2022
Q4 		$807K Buy
5,729
+280
+5% +$38.6K 0.02% 154
2022
Q3 		$654K Buy
5,449
+489
+10% +$64.2K 0.02% 152
2022
Q2 		$700K Sell
4,960
-568
-10% -$76.7K 0.02% 154
2022
Q1 		$719K Buy
5,528
+1,014
+22% +$132K 0.02% 148
2021
Q4 		$603K Sell
4,514
-868
-16% -$109K 0.02% 160
2021
Q3 		$715K Buy
5,382
+297
+6% +$39.7K 0.02% 142
2021
Q2 		$713K Buy
5,085
+498
+11% +$68.1K 0.02% 143
2021
Q1 		$584K Buy
4,587
+25
+0.5% +$2.99K 0.02% 148
2020
Q4 		$549K Buy
4,562
+1,749
+62% +$202K 0.02% 133
2020
Q3 		$327K Buy
2,813
+692
+33% +$81.5K 0.01% 156
2020
Q2 		$256K Buy
+2,121
New +$246K 0.01% 161
2020
Q1 		– Sell
-1,793
Closed -$230K – 178
2019
Q4 		$230K Buy
+1,793
New +$233K 0.01% 173
2019
Q1 		– Sell
-4,515
Closed -$491K – 154
2018
Q4 		$491K Sell
4,515
-89,548
-95% -$10.7M 0.03% 130
2018
Q3 		$13.6M Sell
94,063
-2,474
-3% -$346K 0.81% 36
2018
Q2 		$12.9M Sell
96,537
-407
-0.4% -$56.8K 0.78% 41
2018
Q1 		$14.2M Buy
+96,944
New +$14.7M 0.85% 31
2017
Q2 		– Sell
-64,194
Closed -$10.7M – 202
2017
Q1 		$10.7M Sell
64,194
-2,482
-4% -$416K 0.7% 54
2016
Q4 		$10.6M Buy
66,676
+1,338
+2% +$204K 0.74% 43
2016
Q3 		$9.92M Sell
65,338
-1,991
-3% -$302K 1.48% 31
2016
Q2 		$9.77M Buy
67,329
+1,247
+2% +$179K 1.51% 27
2016
Q1 		$9.57M Buy
+66,082
New +$8.44M 1.57% 17
2015
Q3 		– Sell
-1,476
Closed -$230K – 131
2015
Q2 		$230K Hold
1,476
– – 0.04% 107
2015
Q1 		$226K Hold
1,476
– – 0.03% 110
2014
Q4 		$226K Hold
1,476
– – 0.04% 106
2014
Q3 		$268K Hold
1,476
– – 0.05% 99
2014
Q2 		$256K Hold
1,476
– – 0.05% 103
2014
Q1 		$272K Sell
1,476
-171
-10% -$30.1K 0.06% 95
2013
Q4 		$295K Buy
1,647
+104
+7% +$17.9K 0.07% 99
2013
Q3 		$273K Buy
1,543
+42
+3% +$7.63K 0.07% 97
2013
Q2 		$274K Buy
+1,501
New +$292K 0.07% 94

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

Capital Advisors Inc's IBM Position: Q1 2026 in Review

Capital Advisors Inc increased its IBM (IBM) stake by 8.4% in Q1 2026, buying an estimated $5.21M and bringing the position to 248,779 shares worth $60.3M. The position accounts for 0.97% of the portfolio, ranked #30.

Capital Advisors Inc first reported a position in IBM in Q2 2013 and has held it in 43 quarters since. The position peaked at $68M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Capital Advisors Inc held 248,779 shares of IBM worth $60.3M as of Q1 2026.
  • Capital Advisors Inc bought 19,254 IBM shares in Q1 2026, an estimated $5.21M.
  • IBM made up 0.97% of Capital Advisors Inc's portfolio in Q1 2026, its #30 holding.
  • Capital Advisors Inc first reported a position in IBM in Q2 2013 and has held it in 43 quarters since.
  • Capital Advisors Inc's IBM position peaked at $68M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.