CIAS
IBM icon

Capital Investment Advisory Services’s IBM IBM Stock Holding History

Capital Investment Advisory Services’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 		$4.77M Sell
19,659
-998
-5% -$270K 0.35% 63
2025
Q4 		$6.12M Buy
20,657
+716
+4% +$214K 0.43% 51
2025
Q3 		$5.63M Buy
19,941
+401
+2% +$105K 0.45% 50
2025
Q2 		$5.76M Sell
19,540
-904
-4% -$233K 0.47% 51
2025
Q1 		$5.08M Buy
20,444
+2,123
+12% +$519K 0.45% 56
2024
Q4 		$4.03M Sell
18,321
-355
-2% -$79.1K 0.39% 62
2024
Q3 		$4.13M Sell
18,676
-3,055
-14% -$599K 0.39% 63
2024
Q2 		$3.76M Sell
21,731
-316
-1% -$54.9K 0.39% 61
2024
Q1 		$4.21M Sell
22,047
-1,528
-6% -$279K 0.45% 45
2023
Q4 		$3.86M Sell
23,575
-3,990
-14% -$603K 0.36% 50
2023
Q3 		$3.87M Buy
27,565
+456
+2% +$64.9K 0.38% 42
2023
Q2 		$3.63M Buy
27,109
+859
+3% +$111K 0.36% 49
2023
Q1 		$3.44M Sell
26,250
-1,192
-4% -$159K 0.41% 49
2022
Q4 		$3.87M Sell
27,442
-375
-1% -$51.7K 0.46% 41
2022
Q3 		$3.31M Buy
27,817
+68
+0.2% +$8.92K 0.43% 46
2022
Q2 		$3.92M Buy
27,749
+3,798
+16% +$513K 0.47% 39
2022
Q1 		$3.11M Sell
23,951
-190
-0.8% -$24.8K 0.34% 58
2021
Q4 		$3.23M Buy
24,141
+2,969
+14% +$372K 0.38% 57
2021
Q3 		$2.81M Sell
21,172
-117
-0.5% -$15.6K 0.36% 58
2021
Q2 		$2.98M Buy
21,289
+797
+4% +$109K 0.38% 61
2021
Q1 		$2.61M Buy
20,492
+4,533
+28% +$543K 0.37% 62
2020
Q4 		$1.92M Buy
15,959
+1,656
+12% +$191K 0.29% 82
2020
Q3 		$1.66M Sell
14,303
-670
-4% -$78.9K 0.31% 78
2020
Q2 		$1.73M Buy
14,973
+2,557
+21% +$297K 0.35% 70
2020
Q1 		$1.32M Buy
12,416
+6,549
+112% +$828K 0.32% 68
2019
Q4 		$752K Buy
5,867
+1,658
+39% +$215K 0.2% 108
2019
Q3 		$585K Sell
4,209
-169
-4% -$22.8K 0.16% 119
2019
Q2 		$627K Sell
4,378
-1,508
-26% -$198K 0.19% 113
2019
Q1 		$794K Sell
5,886
-51
-0.9% -$6.5K 0.3% 66
2018
Q4 		$645K Buy
5,937
+577
+11% +$69.3K 0.28% 73
2018
Q3 		$775K Sell
5,360
-5
-0.1% -$699 0.36% 70
2018
Q2 		$717K Buy
5,365
+611
+13% +$85.2K 0.36% 72
2018
Q1 		$697K Buy
4,754
+947
+25% +$143K 0.39% 65
2017
Q4 		$558K Buy
3,807
+210
+6% +$30.5K 0.33% 72
2017
Q3 		$499K Sell
3,597
-8
-0.2% -$1.11K 0.31% 78
2017
Q2 		$530K Sell
3,605
-341
-9% -$51.4K 0.35% 72
2017
Q1 		$657K Buy
3,946
+173
+5% +$29K 0.48% 59
2016
Q4 		$599K Buy
+3,773
New +$575K 0.52% 55

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 Investment Advisory Services's IBM Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its IBM (IBM) stake by 4.8% in Q1 2026, selling an estimated $270K and leaving 19,659 shares worth $4.77M. The position accounts for 0.35% of the portfolio, ranked #63.

Capital Investment Advisory Services first reported a position in IBM in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.12M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Capital Investment Advisory Services held 19,659 shares of IBM worth $4.77M as of Q1 2026.
  • Capital Investment Advisory Services sold 998 IBM shares in Q1 2026, an estimated $270K.
  • IBM made up 0.35% of Capital Investment Advisory Services's portfolio in Q1 2026, its #63 holding.
  • Capital Investment Advisory Services first reported a position in IBM in Q4 2016 and has held it in 38 quarters since.
  • Capital Investment Advisory Services's IBM position peaked at $6.12M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.