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Capital Wealth Planning’s IBM IBM Stock Holding History

Capital Wealth Planning’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 		$642M Buy
2,649,879
+205,828
+8% +$55.7M 3.54% 15
2025
Q4 		$719M Buy
2,444,051
+266,490
+12% +$79.8M 4.66% 10
2025
Q3 		$614M Sell
2,177,561
-141,004
-6% -$36.9M 4.33% 11
2025
Q2 		$683M Buy
2,318,565
+200,949
+9% +$51.8M 5.39% 4
2025
Q1 		$527M Buy
2,117,616
+44,723
+2% +$10.9M 4.57% 8
2024
Q4 		$456M Buy
2,072,893
+78,198
+4% +$17.4M 4.21% 11
2024
Q3 		$441M Buy
1,994,695
+416,035
+26% +$81.6M 4.11% 12
2024
Q2 		$273M Buy
1,578,660
+127,892
+9% +$22.2M 2.86% 21
2024
Q1 		$277M Buy
1,450,768
+393,680
+37% +$71.8M 2.96% 16
2023
Q4 		$173M Buy
+1,057,088
New +$160M 1.98% 24
2021
Q3 		– Sell
-2,435
Closed -$342K – 129
2021
Q2 		$342K Hold
2,435
– – 0.01% 91
2021
Q1 		$310K Sell
2,435
-37
-1% -$4.43K 0.01% 96
2020
Q4 		$280K Buy
2,472
+372
+18% +$43K 0.01% 89
2020
Q3 		$244K Sell
2,100
-312
-13% -$36.7K 0.01% 86
2020
Q2 		$279K Sell
2,412
-2,041
-46% -$237K 0.02% 88
2020
Q1 		$472K Sell
4,453
-953
-18% -$121K 0.03% 129
2019
Q4 		$693K Sell
5,406
-300,795
-98% -$39.1M 0.04% 103
2019
Q3 		$39.2M Buy
306,201
+41,146
+16% +$5.55M 2.49% 22
2019
Q2 		$34.9M Buy
+265,055
New +$34.8M 2.53% 19
2018
Q4 		– Sell
-8,494
Closed -$1.23M – 96
2018
Q3 		$1.23M Buy
8,494
+340
+4% +$47.5K 0.84% 29
2018
Q2 		$1.09M Buy
+8,154
New +$1.14M 0.76% 31
2017
Q4 		– Sell
-2,665
Closed -$370K – 132
2017
Q3 		$370K Sell
2,665
-7,259
-73% -$1.01M 0.29% 48
2017
Q2 		$1.46M Sell
9,924
-10,160
-51% -$1.53M 0.23% 42
2017
Q1 		$3.34M Buy
20,084
+7,855
+64% +$1.32M 2.82% 5
2016
Q4 		$1.94M Buy
12,229
+1,908
+18% +$291K 1.71% 8
2016
Q3 		$1.57M Hold
10,321
– – 1.21% 17
2016
Q2 		$1.5M Hold
10,321
– – 1.13% 20
2016
Q1 		$1.49M Hold
10,321
– – 1.07% 24
2015
Q4 		$1.36M Hold
10,321
– – 1.25% 25
2015
Q3 		$1.42M Hold
10,321
– – 1.13% 24
2015
Q2 		$1.6M Hold
10,321
– – 0.96% 22
2015
Q1 		$1.58M Sell
10,321
-2,339
-18% -$355K 0.83% 26
2014
Q4 		$1.94M Sell
12,660
-11,260
-47% -$1.79M 0.91% 20
2014
Q3 		$4.34M Sell
23,920
-2,821
-11% -$514K 1.76% 15
2014
Q2 		$4.63M Buy
26,741
+9,588
+56% +$1.73M 1.71% 14
2014
Q1 		$3.16M Buy
+17,153
New +$3.02M 1.36% 18
2013
Q4 		– Sell
-8,837
Closed -$1.56M – 94
2013
Q3 		$1.56M Buy
+8,837
New +$1.61M 0.7% 28

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 Wealth Planning's IBM Position: Q1 2026 in Review

Capital Wealth Planning increased its IBM (IBM) stake by 8.4% in Q1 2026, buying an estimated $55.7M and bringing the position to 2,649,879 shares worth $642M. The position accounts for 3.54% of the portfolio, ranked #15.

Capital Wealth Planning first reported a position in IBM in Q3 2013 and has held it in 37 quarters since. The position peaked at $719M in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Capital Wealth Planning held 2,649,879 shares of IBM worth $642M as of Q1 2026.
  • Capital Wealth Planning bought 205,828 IBM shares in Q1 2026, an estimated $55.7M.
  • IBM made up 3.54% of Capital Wealth Planning's portfolio in Q1 2026, its #15 holding.
  • Capital Wealth Planning first reported a position in IBM in Q3 2013 and has held it in 37 quarters since.
  • Capital Wealth Planning's IBM position peaked at $719M in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.