Capital Management Associates (New York)’s IBM IBM Stock Holding History

Capital Management Associates (New York)’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	$1.7M	Hold	7,000	–	–	2.82%	15
2025 Q4	$2.07M	Hold	7,000	–	–	3.04%	12
2025 Q3	$1.98M	Hold	7,000	–	–	2.95%	15
2025 Q2	$2.06M	Hold	7,000	–	–	3.37%	10
2025 Q1	$1.74M	Hold	7,000	–	–	3.4%	11
2024 Q4	$1.54M	Hold	7,000	–	–	1.81%	20
2024 Q3	$1.55M	Buy	7,000 +2,000	+40%	+$392K	1.72%	17
2024 Q2	$865K	Hold	5,000	–	–	1.02%	39
2024 Q1	$955K	Buy	5,000 +500	+11%	+$91.2K	1.14%	35
2023 Q4	$736K	Hold	4,500	–	–	0.94%	51
2023 Q3	$631K	Buy	+4,500	New	+$640K	0.93%	42
2018 Q4	–	Sell	-2,458	Closed	-$355K	–	119
2018 Q3	$355K	Hold	2,458	–	–	0.44%	105
2018 Q2	$328K	Hold	2,458	–	–	0.41%	111
2018 Q1	$361K	Buy	+2,458	New	+$372K	0.56%	98
2017 Q2	–	Sell	-1,203	Closed	-$200K	–	124
2017 Q1	$200K	Buy	+1,203	New	+$202K	0.3%	121
2014 Q4	–	Sell	-5,403	Closed	-$980K	–	134
2014 Q3	$980K	Hold	5,403	–	–	1.48%	6
2014 Q2	$936K	Sell	5,403 -209	-4%	-$37.6K	1.37%	9
2014 Q1	$1.03M	Sell	5,612 -52	-0.9%	-$9.15K	1.5%	7
2013 Q4	$1.02M	Buy	5,664 +105	+2%	+$18.1K	1.5%	8
2013 Q3	$984K	Buy	5,559 +130	+2%	+$23.6K	1.51%	7
2013 Q2	$992K	Buy	+5,429	New	+$1.06M	1.62%	9

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Management Associates (New York)'s IBM Position: Q1 2026 in Review

Capital Management Associates (New York) held its IBM (IBM) position steady in Q1 2026 at 7,000 shares worth $1.7M. The position accounts for 2.82% of the portfolio, ranked #15.

Capital Management Associates (New York) first reported a position in IBM in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.07M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Capital Management Associates (New York) held 7,000 shares of IBM worth $1.7M as of Q1 2026.
Capital Management Associates (New York) left its IBM share count unchanged in Q1 2026.
IBM made up 2.82% of Capital Management Associates (New York)'s portfolio in Q1 2026, its #15 holding.
Capital Management Associates (New York) first reported a position in IBM in Q2 2013 and has held it in 21 quarters since.
Capital Management Associates (New York)'s IBM position peaked at $2.07M in Q4 2025.
3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2026, filed 4 May 2026.