Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s IBM IBM Stock Holding History

Capital Fund Management (CFM)’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 		$27.1M Sell
111,600
-148,800
-57% -$40.3M 0.12% 217
2025
Q4 		$77.1M Sell
260,400
-31,900
-11% -$9.55M 0.21% 81
2025
Q3 		$82.5M Buy
292,300
+152,100
+108% +$39.8M 0.22% 86
2025
Q2 		$41.3M Sell
140,200
-74,700
-35% -$19.2M 0.11% 250
2025
Q1 		$53.4M Sell
214,900
-403,600
-65% -$98.7M 0.15% 182
2024
Q4 		$136M Buy
618,500
+115,500
+23% +$25.7M 0.35% 44
2024
Q3 		$111M Sell
503,000
-310,600
-38% -$60.9M 0.3% 74
2024
Q2 		$141M Buy
813,600
+74,700
+10% +$13M 0.41% 36
2024
Q1 		$141M Buy
738,900
+609,200
+470% +$111M 0.41% 25
2023
Q4 		$21.2M Buy
129,700
+64,100
+98% +$9.69M 0.06% 431
2023
Q3 		$9.2M Sell
65,600
-66,600
-50% -$9.48M 0.03% 649
2023
Q2 		$17.7M Sell
132,200
-102,200
-44% -$13.2M 0.07% 365
2023
Q1 		$30.7M Sell
234,400
-106,500
-31% -$14.2M 0.15% 187
2022
Q4 		$48M Buy
340,900
+231,500
+212% +$31.9M 0.32% 63
2022
Q3 		$13M Buy
109,400
+93,300
+580% +$12.2M 0.1% 257
2022
Q2 		$2.27M Sell
16,100
-27,200
-63% -$3.67M 0.02% 781
2022
Q1 		$5.63M Buy
43,300
+9,400
+28% +$1.23M 0.05% 528
2021
Q4 		$4.53M Buy
33,900
+22,708
+203% +$2.85M 0.03% 681
2021
Q3 		$1.49M Sell
11,192
-1,569
-12% -$210K 0.01% 1043
2021
Q2 		$1.79M Sell
12,761
-628
-5% -$85.9K 0.01% 974
2021
Q1 		$1.71M Sell
13,389
-25,627
-66% -$3.07M 0.02% 795
2020
Q4 		$4.7M Sell
39,016
-248,425
-86% -$28.7M 0.04% 481
2020
Q3 		$33.4M Buy
287,441
+161,712
+129% +$19M 0.41% 49
2020
Q2 		$14.5M Sell
125,729
-58,053
-32% -$6.74M 0.23% 125
2020
Q1 		$19.5M Sell
183,782
-210,978
-53% -$26.7M 0.3% 87
2019
Q4 		$50.6M Buy
394,760
+110,980
+39% +$14.4M 0.4% 52
2019
Q3 		$39.5M Buy
283,780
+122,278
+76% +$16.5M 0.36% 58
2019
Q2 		$21.3M Sell
161,502
-160,248
-50% -$21.1M 0.19% 140
2019
Q1 		$43.4M Sell
321,750
-150,624
-32% -$19.2M 0.39% 45
2018
Q4 		$51.3M Buy
472,374
+462,751
+4,809% +$55.5M 0.45% 32
2018
Q3 		$1.39M Sell
9,623
-9,833
-51% -$1.37M 0.01% 1259
2018
Q2 		$2.6M Buy
19,456
+8,473
+77% +$1.18M 0.01% 981
2018
Q1 		$1.61M Sell
10,983
-156,795
-93% -$23.7M 0.01% 1084
2017
Q4 		$24.6M Sell
167,778
-282,943
-63% -$41.1M 0.14% 187
2017
Q3 		$62.5M Buy
450,721
+99,265
+28% +$13.8M 0.45% 43
2017
Q2 		$51.7M Sell
351,456
-117,989
-25% -$17.8M 0.42% 49
2017
Q1 		$78.2M Buy
469,445
+214,849
+84% +$36M 0.65% 18
2016
Q4 		$40.4M Sell
254,596
-178,239
-41% -$27.1M 0.35% 66
2016
Q3 		$65.7M Sell
432,835
-306,582
-41% -$46.5M 0.6% 21
2016
Q2 		$107M Buy
739,417
+90,688
+14% +$13M 1.01% 6
2016
Q1 		$93.9M Buy
648,729
+450,094
+227% +$57.5M 0.91% 8
2015
Q4 		$26.1M Buy
198,635
+139,954
+238% +$18.8M 0.27% 84
2015
Q3 		$8.13M Sell
58,681
-328,862
-85% -$48.6M 0.09% 276
2015
Q2 		$60.3M Buy
387,543
+21,861
+6% +$3.51M 0.76% 11
2015
Q1 		$56.1M Buy
365,682
+317,566
+660% +$48.2M 0.77% 10
2014
Q4 		$7.38M Buy
48,116
+11,192
+30% +$1.78M 0.09% 315
2014
Q3 		$6.7M Sell
36,924
-10,146
-22% -$1.85M 0.08% 336
2014
Q2 		$8.16M Sell
47,070
-10,565
-18% -$1.9M 0.09% 289
2014
Q1 		$10.6M Sell
57,635
-17,363
-23% -$3.06M 0.13% 183
2013
Q4 		$13.4M Sell
74,998
-58,262
-44% -$10M 0.17% 131
2013
Q3 		$23.6M Buy
+133,260
New +$24.2M 0.33% 56

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 Fund Management (CFM)'s IBM Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in IBM (IBM) in Q1 2026: 150,817 shares worth $36.6M. The stake represents 0.17% of the portfolio and ranks #134 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in IBM as recently as Q3 2023.

Capital Fund Management (CFM) first reported a position in IBM in Q2 2013 and has held it in 14 quarters since. The position peaked at $63.6M in Q1 2016. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Capital Fund Management (CFM) held 150,817 shares of IBM worth $36.6M as of Q1 2026.
  • IBM was a new Capital Fund Management (CFM) position in Q1 2026.
  • IBM made up 0.17% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #134 holding.
  • Capital Fund Management (CFM) first reported a position in IBM in Q2 2013 and has held it in 14 quarters since.
  • Capital Fund Management (CFM)'s IBM position peaked at $63.6M in Q1 2016.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.