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 		$12.9M Sell
53,200
-156,100
-75% -$42.2M 0.02% 250
2025
Q4 		$62M Sell
209,300
-152,900
-42% -$45.8M 0.12% 78
2025
Q3 		$102M Buy
362,200
+332,900
+1,136% +$87.1M 0.19% 53
2025
Q2 		$8.64M Sell
29,300
-82,300
-74% -$21.2M 0.02% 277
2025
Q1 		$27.8M Sell
111,600
-9,300
-8% -$2.27M 0.07% 132
2024
Q4 		$26.6M Sell
120,900
-6,900
-5% -$1.54M 0.06% 172
2024
Q3 		$28.3M Sell
127,800
-6,000
-4% -$1.18M 0.09% 136
2024
Q2 		$23.1M Buy
133,800
+39,800
+42% +$6.92M 0.07% 167
2024
Q1 		$18M Sell
94,000
-39,200
-29% -$7.15M 0.06% 194
2023
Q4 		$21.8M Buy
133,200
+40,600
+44% +$6.13M 0.07% 193
2023
Q3 		$13M Buy
92,600
+9,000
+11% +$1.28M 0.06% 227
2023
Q2 		$11.2M Buy
83,600
+47,600
+132% +$6.14M 0.06% 231
2023
Q1 		$4.72M Buy
36,000
+500
+1% +$66.9K 0.02% 377
2022
Q4 		$5M Buy
35,500
+3,500
+11% +$483K 0.04% 385
2022
Q3 		$3.8M Sell
32,000
-2,000
-6% -$262K 0.02% 488
2022
Q2 		$4.8M Sell
34,000
-91,400
-73% -$12.3M 0.02% 421
2022
Q1 		$16.3M Sell
125,400
-119,000
-49% -$15.5M 0.04% 305
2021
Q4 		$32.7M Buy
244,400
+24,635
+11% +$3.09M 0.05% 306
2021
Q3 		$29.2M Sell
219,765
-62,550
-22% -$8.36M 0.06% 311
2021
Q2 		$39.6M Buy
282,315
+72,174
+34% +$9.87M 0.09% 193
2021
Q1 		$26.8M Buy
210,141
+107,319
+104% +$12.8M 0.08% 232
2020
Q4 		$12.4M Sell
102,822
-38,911
-27% -$4.5M 0.04% 344
2020
Q3 		$16.5M Sell
141,733
-941
-0.7% -$111K 0.08% 209
2020
Q2 		$16.5M Buy
142,674
+127,402
+834% +$14.8M 0.11% 161
2020
Q1 		$1.62M Sell
15,272
-116,629
-88% -$14.7M 0.03% 577
2019
Q4 		$16.9M Buy
131,901
+65,062
+97% +$8.46M 0.09% 235
2019
Q3 		$9.29M Sell
66,839
-332,105
-83% -$44.8M 0.06% 299
2019
Q2 		$52.6M Sell
398,944
-108,261
-21% -$14.2M 0.38% 53
2019
Q1 		$68.4M Buy
507,205
+468,817
+1,221% +$59.8M 0.63% 24
2018
Q4 		$4.17M Sell
38,388
-201,878
-84% -$24.2M 0.05% 284
2018
Q3 		$34.7M Buy
240,266
+201,459
+519% +$28.2M 0.4% 36
2018
Q2 		$5.18M Sell
38,807
-64,538
-62% -$9M 0.08% 155
2018
Q1 		$15.2M Buy
103,345
+78,764
+320% +$11.9M 0.29% 78
2017
Q4 		$3.6M Sell
24,581
-12,866
-34% -$1.87M 0.1% 128
2017
Q3 		$5.19M Buy
+37,447
New +$5.22M 0.18% 102
2017
Q2 		– Sell
-11,820
Closed -$1.97M – 771
2017
Q1 		$1.97M Sell
11,820
-143,825
-92% -$24.1M 0.05% 287
2016
Q4 		$24.7M Sell
155,645
-309,302
-67% -$47.1M 0.76% 22
2016
Q3 		$70.6M Buy
464,947
+249,994
+116% +$37.9M 1.55% 10
2016
Q2 		$31.2M Buy
214,953
+95,918
+81% +$13.7M 0.6% 34
2016
Q1 		$17.2M Buy
119,035
+2,197
+2% +$281K 0.53% 46
2015
Q4 		$15.4M Sell
116,838
-114,328
-49% -$15.4M 0.41% 64
2015
Q3 		$32M Sell
231,166
-274,470
-54% -$40.5M 0.74% 24
2015
Q2 		$78.6M Buy
505,636
+226,563
+81% +$36.4M 1.11% 18
2015
Q1 		$42.8M Buy
279,073
+256,584
+1,141% +$38.9M 0.7% 28
2014
Q4 		$3.45M Sell
22,489
-700,820
-97% -$111M 0.05% 191
2014
Q3 		$131M Buy
723,309
+151,252
+26% +$27.6M 1.48% 9
2014
Q2 		$99.1M Sell
572,057
-1,271,832
-69% -$229M 1.3% 10
2014
Q1 		$339M Buy
1,843,889
+1,364,716
+285% +$240M 4.33% 3
2013
Q4 		$85.9M Sell
479,173
-704,794
-60% -$122M 0.94% 13
2013
Q3 		$210M Sell
1,183,967
-104,182
-8% -$18.9M 2.11% 7
2013
Q2 		$235M Buy
+1,288,149
New +$251M 2.49% 8

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.