Capital Asset Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.22M | Buy |
8,735
+1,006
| +13% | +$272K | 0.09% | 113 |
|
|
2025
Q4 | $2.34M | Buy |
7,729
+351
| +5% | +$105K | 0.09% | 108 |
|
|
2025
Q3 | $2.08M | Sell |
7,378
-37
| -0.5% | -$9.69K | 0.09% | 112 |
|
|
2025
Q2 | $2.16M | Buy |
7,415
+339
| +5% | +$87.3K | 0.1% | 106 |
|
|
2025
Q1 | $1.77M | Sell |
7,076
-1,441
| -17% | -$352K | 0.09% | 112 |
|
|
2024
Q4 | $1.9M | Buy |
8,517
+484
| +6% | +$108K | 0.09% | 118 |
|
|
2024
Q3 | $1.84M | Buy |
8,033
+1,984
| +33% | +$389K | 0.09% | 117 |
|
|
2024
Q2 | $1.07M | Sell |
6,049
-252
| -4% | -$43.8K | 0.06% | 135 |
|
|
2024
Q1 | $1.19M | Sell |
6,301
-435
| -6% | -$79.4K | 0.07% | 127 |
|
|
2023
Q4 | $1.1M | Sell |
6,736
-296
| -4% | -$44.7K | 0.07% | 134 |
|
|
2023
Q3 | $1.01M | Buy |
7,032
+890
| +14% | +$127K | 0.07% | 128 |
|
|
2023
Q2 | $819K | Sell |
6,142
-276
| -4% | -$35.6K | 0.06% | 144 |
|
|
2023
Q1 | $841K | Sell |
6,418
-137
| -2% | -$18.3K | 0.06% | 140 |
|
|
2022
Q4 | $936K | Sell |
6,555
-631
| -9% | -$87K | 0.07% | 132 |
|
|
2022
Q3 | $854K | Sell |
7,186
-382
| -5% | -$50.1K | 0.11% | 103 |
|
|
2022
Q2 | $1.07M | Buy |
7,568
+2,524
| +50% | +$341K | 0.12% | 117 |
|
|
2022
Q1 | $656K | Buy |
5,044
+982
| +24% | +$128K | 0.07% | 212 |
|
|
2021
Q4 | $543K | Buy |
4,062
+311
| +8% | +$39K | 0.06% | 240 |
|
|
2021
Q3 | $498K | Buy |
3,751
+169
| +5% | +$22.6K | 0.06% | 258 |
|
|
2021
Q2 | $502K | Sell |
3,582
-1,476
| -29% | -$202K | 0.06% | 259 |
|
|
2021
Q1 | $644K | Sell |
5,058
-816
| -14% | -$97.7K | 0.1% | 196 |
|
|
2020
Q4 | $707K | Buy |
5,874
+616
| +12% | +$71.2K | 0.13% | 136 |
|
|
2020
Q3 | $612K | Sell |
5,258
-1
| -0% | -$118 | 0.13% | 134 |
|
|
2020
Q2 | $645K | Buy |
5,259
+175
| +3% | +$20.3K | 0.14% | 133 |
|
|
2020
Q1 | $570K | Buy |
5,084
+243
| +5% | +$30.7K | 0.15% | 118 |
|
|
2019
Q4 | $718K | Buy |
4,841
+2,586
| +115% | +$336K | 0.17% | 113 |
|
|
2019
Q3 | $314K | Sell |
2,255
-16
| -0.7% | -$2.16K | 0.21% | 85 |
|
|
2019
Q2 | $299K | Buy |
2,271
+288
| +15% | +$37.8K | 0.23% | 85 |
|
|
2019
Q1 | $268K | Sell |
1,983
-293
| -13% | -$37.3K | 0.35% | 58 |
|
|
2018
Q4 | $247K | Hold |
2,276
| – | – | 0.24% | 90 |
|
|
2018
Q3 | $329K | Sell |
2,276
-89
| -4% | -$12.4K | 0.28% | 80 |
|
|
2018
Q2 | $316K | Hold |
2,365
| – | – | 0.28% | 77 |
|
|
2018
Q1 | $347K | Sell |
2,365
-26
| -1% | -$3.93K | 0.32% | 73 |
|
|
2017
Q4 | $351K | Buy |
2,391
+31
| +1% | +$4.51K | 0.32% | 76 |
|
|
2017
Q3 | $327K | Sell |
2,360
-1,874
| -44% | -$261K | 0.3% | 77 |
|
|
2017
Q2 | $624K | Sell |
4,234
-529
| -11% | -$79.8K | 0.4% | 61 |
|
|
2017
Q1 | $793K | Sell |
4,763
-17
| -0.4% | -$2.85K | 0.57% | 41 |
|
|
2016
Q4 | $759K | Buy |
4,780
+104
| +2% | +$15.8K | 0.64% | 37 |
|
|
2016
Q3 | $710K | Sell |
4,676
-742
| -14% | -$113K | 0.94% | 21 |
|
|
2016
Q2 | $786K | Sell |
5,418
-1,578
| -23% | -$226K | 1.04% | 20 |
|
|
2016
Q1 | $1.01M | Buy |
6,996
+191
| +3% | +$24.4K | 1.1% | 19 |
|
|
2015
Q4 | $895K | Buy |
+6,805
| New | +$914K | 1.25% | 16 |
|
Other funds holding IBM
VCM
VPM
Capital Asset Advisory Services's IBM Position: Q1 2026 in Review
Capital Asset Advisory Services increased its IBM (IBM) stake by 13% in Q1 2026, buying an estimated $272K and bringing the position to 8,735 shares worth $2.22M. The position accounts for 0.09% of the portfolio, ranked #113.
Capital Asset Advisory Services first reported a position in IBM in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.34M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Capital Asset Advisory Services held 8,735 shares of IBM worth $2.22M as of Q1 2026.
- Capital Asset Advisory Services bought 1,006 IBM shares in Q1 2026, an estimated $272K.
- IBM made up 0.09% of Capital Asset Advisory Services's portfolio in Q1 2026, its #113 holding.
- Capital Asset Advisory Services first reported a position in IBM in Q4 2015 and has held it in 42 quarters since.
- Capital Asset Advisory Services's IBM position peaked at $2.34M in Q4 2025.
- 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.