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
2021
Q2 		– Sell
-523
Closed -$7K – 243
2021
Q1 		$7K Buy
+523
New +$62.6K ﹤0.01% 234

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.