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Capital Management Associates Inc’s IBM IBM Stock Holding History

Capital Management Associates Inc’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
Q2 		$429K Buy
1,524
+37
+2% +$9.32K 0.09% 112
2026
Q1 		$360K Buy
1,487
+40
+3% +$10.8K 0.08% 114
2025
Q4 		$429K Hold
1,447
– – 0.09% 103
2025
Q3 		$408K Buy
+1,447
New +$379K 0.11% 92
2025
Q1 		– Sell
-940
Closed -$207K – 135
2024
Q4 		$207K Hold
940
– – 0.08% 99
2024
Q3 		$208K Buy
+940
New +$184K 0.08% 97

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capital Management Associates Inc's IBM Position: Q2 2026 in Review

Capital Management Associates Inc increased its IBM (IBM) stake by 2.5% in Q2 2026, buying an estimated $9.32K and bringing the position to 1,524 shares worth $429K. The position accounts for 0.09% of the portfolio, ranked #112.

Capital Management Associates Inc first reported a position in IBM in Q3 2024 and has held it in 6 quarters since. The position peaked at $429K in Q4 2025. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Capital Management Associates Inc held 1,524 shares of IBM worth $429K as of Q2 2026.
  • Capital Management Associates Inc bought 37 IBM shares in Q2 2026, an estimated $9.32K.
  • IBM made up 0.09% of Capital Management Associates Inc's portfolio in Q2 2026, its #112 holding.
  • Capital Management Associates Inc first reported a position in IBM in Q3 2024 and has held it in 6 quarters since.
  • Capital Management Associates Inc's IBM position peaked at $429K in Q4 2025.
  • 2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.