Capital International Investors
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Capital International Investors’s IBM IBM Stock Holding History

Capital International Investors’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
2022
Q4 		– Sell
-231,903
Closed -$27.6M – 437
2022
Q3 		$27.6M Buy
231,903
+446
+0.2% +$58.5K 0.01% 363
2022
Q2 		$32.7M Buy
231,457
+43
+0% +$5.8K 0.01% 363
2022
Q1 		$30.1M Buy
231,414
+89
+0% +$11.6K 0.01% 382
2021
Q4 		$30.9M Sell
231,325
-10,627
-4% -$1.33M 0.01% 387
2021
Q3 		$32.1M Buy
241,952
+234
+0.1% +$31.3K 0.01% 379
2021
Q2 		$33.9M Sell
241,718
-152
-0.1% -$20.8K 0.01% 385
2021
Q1 		$30.8M Buy
241,870
+2
+0% +$239 0.01% 375
2020
Q4 		$29.1M Buy
+241,868
New +$28M 0.01% 371
2017
Q4 		– Sell
-305,960
Closed -$42.4M – 235
2017
Q3 		$42.4M Hold
305,960
– – 0.05% 203
2017
Q2 		$45M Sell
305,960
-1,252,005
-80% -$189M 0.06% 200
2017
Q1 		$259M Buy
1,557,965
+91,944
+6% +$15.4M 0.35% 91
2016
Q4 		$233M Sell
1,466,021
-436,078
-23% -$66.4M 0.34% 93
2016
Q3 		$289M Buy
1,902,099
+2,615
+0.1% +$397K 0.42% 77
2016
Q2 		$276M Buy
1,899,484
+3,870
+0.2% +$554K 0.4% 76
2016
Q1 		$274M Buy
1,895,614
+1,029,840
+119% +$132M 0.42% 79
2015
Q4 		$114M Buy
+865,774
New +$116M 0.18% 144

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors's IBM Position: Q4 2022 in Review

Capital International Investors sold out of IBM (IBM) in Q4 2022, closing a stake of 231,903 shares — an estimated $27.6M sold.

Capital International Investors first reported a position in IBM in Q4 2015 and held it in 16 quarters. The position peaked at $289M in Q3 2016. 2,433 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Capital International Investors reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • Capital International Investors sold 231,903 IBM shares in Q4 2022, an estimated $27.6M.
  • Capital International Investors first reported a position in IBM in Q4 2015 and held it in 16 quarters.
  • Capital International Investors's IBM position peaked at $289M in Q3 2016.
  • 2,433 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Capital International Investors's 13F filing for Q4 2022, filed 14 Feb 2023.