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Capital Analysts LLC’s IBM IBM Stock Holding History

Capital Analysts LLC’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 		$3.46M Buy
14,254
+882
+7% +$239K 0.09% 184
2025
Q4 		$3.96M Sell
13,372
-107
-0.8% -$32K 0.11% 161
2025
Q3 		$3.8M Sell
13,479
-591
-4% -$155K 0.11% 163
2025
Q2 		$4.15M Sell
14,070
-571
-4% -$147K 0.14% 133
2025
Q1 		$3.64M Buy
14,641
+369
+3% +$90.3K 0.14% 138
2024
Q4 		$3.14M Sell
14,272
-194
-1% -$43.2K 0.13% 137
2024
Q3 		$3.2M Buy
14,466
+179
+1% +$35.1K 0.13% 133
2024
Q2 		$2.47M Buy
14,287
+138
+1% +$24K 0.11% 158
2024
Q1 		$2.7M Sell
14,149
-2,458
-15% -$448K 0.13% 138
2023
Q4 		$2.72M Sell
16,607
-785
-5% -$119K 0.14% 125
2023
Q3 		$2.44M Sell
17,392
-410
-2% -$58.3K 0.14% 129
2023
Q2 		$2.38M Buy
17,802
+816
+5% +$105K 0.13% 138
2023
Q1 		$2.23M Buy
16,986
+1,425
+9% +$191K 0.13% 139
2022
Q4 		$2.19M Buy
15,561
+544
+4% +$75K 0.13% 147
2022
Q3 		$1.78M Buy
15,017
+926
+7% +$122K 0.12% 154
2022
Q2 		$1.99M Buy
14,091
+776
+6% +$105K 0.14% 147
2022
Q1 		$1.73M Buy
13,315
+11,278
+554% +$1.47M 0.11% 172
2021
Q4 		$272K Sell
2,037
-882
-30% -$111K 0.02% 314
2021
Q3 		$388K Buy
2,919
+70
+2% +$9.36K 0.03% 280
2021
Q2 		$399K Buy
2,849
+162
+6% +$22.2K 0.03% 273
2021
Q1 		$342K Sell
2,687
-143
-5% -$17.1K 0.02% 282
2020
Q4 		$341K Sell
2,830
-535
-16% -$61.8K 0.03% 213
2020
Q3 		$391K Buy
3,365
+316
+10% +$37.2K 0.04% 213
2020
Q2 		$352K Buy
3,049
+4
+0.1% +$465 0.04% 196
2020
Q1 		$323K Buy
3,045
+1,887
+163% +$239K 0.04% 177
2019
Q4 		$148K Sell
1,158
-21
-2% -$2.73K 0.01% 257
2019
Q3 		$163K Sell
1,179
-137
-10% -$18.5K 0.02% 235
2019
Q2 		$174K Buy
1,316
+194
+17% +$25.5K 0.02% 229
2019
Q1 		$151K Buy
1,122
+202
+22% +$25.7K 0.02% 229
2018
Q4 		$100K Sell
920
-7,609
-89% -$913K 0.01% 242
2018
Q3 		$1.23M Buy
8,529
+203
+2% +$28.4K 0.14% 134
2018
Q2 		$1.11M Buy
8,326
+22
+0.3% +$3.07K 0.13% 136
2018
Q1 		$1.22M Buy
8,304
+7,715
+1,310% +$1.17M 0.15% 109
2017
Q4 		$86K Hold
589
– – 0.01% 260
2017
Q3 		$82K Hold
589
– – 0.01% 260
2017
Q2 		$86.6K Hold
589
– – 0.01% 257
2017
Q1 		$98K Sell
589
-170
-22% -$28.5K 0.02% 214
2016
Q4 		$121K Buy
759
+39
+5% +$5.94K 0.02% 205
2016
Q3 		$109K Buy
720
+91
+14% +$13.8K 0.02% 200
2016
Q2 		$91.2K Sell
629
-77
-11% -$11K 0.02% 212
2016
Q1 		$102K Buy
706
+76
+12% +$9.71K 0.02% 210
2015
Q4 		$82.8K Buy
630
+102
+19% +$13.7K 0.02% 235
2015
Q3 		$73.2K Buy
528
+451
+586% +$66.6K 0.01% 258
2015
Q2 		$12K Hold
77
– – ﹤0.01% 347
2015
Q1 		$11.9K Sell
77
-1
-1% -$152 ﹤0.01% 345
2014
Q4 		$12.1K Sell
78
-216
-73% -$34.4K ﹤0.01% 341
2014
Q3 		$53.4K Buy
294
+1
+0.3% +$182 0.01% 238
2014
Q2 		$50.9K Buy
293
+52
+22% +$9.36K 0.01% 237
2014
Q1 		$44.3K Hold
241
– – 0.01% 235
2013
Q4 		$43.1K Sell
241
-6,306
-96% -$1.09M 0.01% 227
2013
Q3 		$1.16M Buy
6,547
+343
+6% +$62.3K 0.35% 68
2013
Q2 		$1.13M Buy
+6,204
New +$1.21M 0.36% 66

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 Analysts LLC's IBM Position: Q1 2026 in Review

Capital Analysts LLC increased its IBM (IBM) stake by 6.6% in Q1 2026, buying an estimated $239K and bringing the position to 14,254 shares worth $3.46M. The position accounts for 0.09% of the portfolio, ranked #184.

Capital Analysts LLC first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.15M in Q2 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Capital Analysts LLC held 14,254 shares of IBM worth $3.46M as of Q1 2026.
  • Capital Analysts LLC bought 882 IBM shares in Q1 2026, an estimated $239K.
  • IBM made up 0.09% of Capital Analysts LLC's portfolio in Q1 2026, its #184 holding.
  • Capital Analysts LLC first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Capital Analysts LLC's IBM position peaked at $4.15M in Q2 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.