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Capital Group Investment Management’s IBM IBM Stock Holding History

Capital Group Investment Management’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 		– Sell
-5,808
Closed -$1.72M – 145
2025
Q4 		$1.72M Buy
5,808
+356
+7% +$107K 0.28% 92
2025
Q3 		$1.54M Buy
+5,452
New +$1.43M 0.26% 90

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Group Investment Management's IBM Position: Q1 2026 in Review

Capital Group Investment Management sold out of IBM (IBM) in Q1 2026, closing a stake of 5,808 shares — an estimated $1.72M sold.

Capital Group Investment Management first reported a position in IBM in Q3 2025 and held it in 2 quarters. The position peaked at $1.72M in Q4 2025. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Capital Group Investment Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • Capital Group Investment Management sold 5,808 IBM shares in Q1 2026, an estimated $1.72M.
  • Capital Group Investment Management first reported a position in IBM in Q3 2025 and held it in 2 quarters.
  • Capital Group Investment Management's IBM position peaked at $1.72M in Q4 2025.
  • 3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capital Group Investment Management's 13F filing for Q1 2026, filed 13 May 2026.