Capstone Investment Advisors
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Capstone Investment Advisors’s IBM IBM Stock Holding History

Capstone Investment Advisors’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 		$36.8M Buy
151,717
+147,526
+3,520% +$39.9M 0.06% 115
2025
Q4 		$1.24M Sell
4,191
-4,239
-50% -$1.27M ﹤0.01% 787
2025
Q3 		$2.38M Buy
8,430
+6,759
+404% +$1.77M ﹤0.01% 711
2025
Q2 		$493K Sell
1,671
-14,668
-90% -$3.78M ﹤0.01% 1140
2025
Q1 		$4.06M Sell
16,339
-12,933
-44% -$3.16M 0.01% 511
2024
Q4 		$6.43M Buy
29,272
+25,665
+712% +$5.72M 0.02% 463
2024
Q3 		$797K Buy
3,607
+1,178
+48% +$231K ﹤0.01% 1051
2024
Q2 		$420K Buy
2,429
+2,335
+2,484% +$406K ﹤0.01% 1401
2024
Q1 		$17.9K Hold
94
– – ﹤0.01% 2273
2023
Q4 		$15.4K Sell
94
-20,570
-100% -$3.11M ﹤0.01% 2052
2023
Q3 		$2.9M Buy
+20,664
New +$2.94M 0.01% 600
2023
Q2 		– Sell
-7,306
Closed -$943K – 1876
2023
Q1 		$958K Sell
7,306
-432
-6% -$57.8K ﹤0.01% 810
2022
Q4 		$1.09M Buy
7,738
+2,283
+42% +$315K 0.01% 898
2022
Q3 		$648K Buy
5,455
+3,801
+230% +$499K ﹤0.01% 1179
2022
Q2 		$234K Sell
1,654
-5,459
-77% -$737K ﹤0.01% 1390
2022
Q1 		$925K Sell
7,113
-2,081
-23% -$271K ﹤0.01% 1348
2021
Q4 		$1.23M Buy
+9,194
New +$1.15M ﹤0.01% 1244
2021
Q3 		– Sell
-11,297
Closed -$1.51M – 2033
2021
Q2 		$1.58M Buy
+11,297
New +$1.54M ﹤0.01% 1102
2020
Q3 		– Sell
-22,372
Closed -$2.63M – 1420
2020
Q2 		$2.58M Buy
+22,372
New +$2.6M 0.02% 628
2020
Q1 		– Sell
-55,003
Closed -$6.96M – 1253
2019
Q4 		$7.05M Buy
55,003
+46,513
+548% +$6.05M 0.04% 447
2019
Q3 		$1.18M Sell
8,490
-48,613
-85% -$6.56M 0.01% 882
2019
Q2 		$7.53M Buy
+57,103
New +$7.5M 0.05% 361
2019
Q1 		– Sell
-36,182
Closed -$4.61M – 1321
2018
Q4 		$3.93M Buy
36,182
+36,176
+602,933% +$4.34M 0.05% 297
2018
Q3 		$1K Sell
6
-15,437
-100% -$2.16M ﹤0.01% 1279
2018
Q2 		$2.06M Sell
15,443
-28,747
-65% -$4.01M 0.03% 274
2018
Q1 		$6.48M Buy
44,190
+41,173
+1,365% +$6.23M 0.12% 130
2017
Q4 		$442K Buy
3,017
+2,404
+392% +$350K 0.01% 288
2017
Q3 		$85K Sell
613
-216
-26% -$30.1K ﹤0.01% 506
2017
Q2 		$121K Sell
829
-21,745
-96% -$3.28M ﹤0.01% 590
2017
Q1 		$3.76M Buy
22,574
+22,330
+9,152% +$3.74M 0.09% 178
2016
Q4 		$38K Sell
244
-2,057
-89% -$313K ﹤0.01% 879
2016
Q3 		$349K Sell
2,301
-487
-17% -$73.9K 0.01% 575
2016
Q2 		$404K Buy
+2,788
New +$399K 0.01% 514
2015
Q4 		– Sell
-48,204
Closed -$6.48M – 506
2015
Q3 		$6.68M Buy
48,204
+23,318
+94% +$3.44M 0.16% 115
2015
Q2 		$3.87M Sell
24,886
-16,615
-40% -$2.67M 0.05% 185
2015
Q1 		$6.37M Buy
41,501
+20,674
+99% +$3.14M 0.1% 133
2014
Q4 		$3.19M Buy
20,827
+20,826
+2,082,600% +$3.31M 0.05% 197
2014
Q3 		$0 Buy
+1
New +$182 ﹤0.01% 468
2014
Q1 		– Sell
-124,024
Closed -$21.8M – 455
2013
Q4 		$22.2M Sell
124,024
-53,734
-30% -$9.27M 0.24% 52
2013
Q3 		$31.5M Buy
+177,758
New +$32.3M 0.32% 47

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

Capstone Investment Advisors's IBM Position: Q1 2026 in Review

Capstone Investment Advisors increased its IBM (IBM) stake by 3,520% in Q1 2026, buying an estimated $39.9M and bringing the position to 151,717 shares worth $36.8M. The position accounts for 0.06% of the portfolio, ranked #115.

Capstone Investment Advisors first reported a position in IBM in Q3 2013 and has held it in 40 quarters since. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Capstone Investment Advisors held 151,717 shares of IBM worth $36.8M as of Q1 2026.
  • Capstone Investment Advisors bought 147,526 IBM shares in Q1 2026, an estimated $39.9M.
  • IBM made up 0.06% of Capstone Investment Advisors's portfolio in Q1 2026, its #115 holding.
  • Capstone Investment Advisors first reported a position in IBM in Q3 2013 and has held it in 40 quarters since.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.