Capstone Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $56.5M | Sell |
233,200
-125,300
| -35% | -$33.9M | 0.1% | 77 |
|
|
2025
Q4 | $106M | Sell |
358,500
-90,200
| -20% | -$27M | 0.21% | 53 |
|
|
2025
Q3 | $127M | Buy |
448,700
+333,300
| +289% | +$87.2M | 0.24% | 42 |
|
|
2025
Q2 | $34M | Sell |
115,400
-116,100
| -50% | -$29.9M | 0.08% | 96 |
|
|
2025
Q1 | $57.6M | Sell |
231,500
-34,800
| -13% | -$8.51M | 0.15% | 69 |
|
|
2024
Q4 | $58.5M | Buy |
266,300
+26,700
| +11% | +$5.95M | 0.14% | 86 |
|
|
2024
Q3 | $53M | Buy |
239,600
+33,500
| +16% | +$6.57M | 0.16% | 78 |
|
|
2024
Q2 | $35.6M | Sell |
206,100
-40,900
| -17% | -$7.11M | 0.11% | 120 |
|
|
2024
Q1 | $47.2M | Sell |
247,000
-102,700
| -29% | -$18.7M | 0.17% | 90 |
|
|
2023
Q4 | $57.2M | Buy |
349,700
+137,500
| +65% | +$20.8M | 0.17% | 86 |
|
|
2023
Q3 | $29.8M | Buy |
212,200
+87,500
| +70% | +$12.4M | 0.13% | 103 |
|
|
2023
Q2 | $16.7M | Buy |
124,700
+58,400
| +88% | +$7.54M | 0.08% | 162 |
|
|
2023
Q1 | $8.69M | Sell |
66,300
-36,500
| -36% | -$4.88M | 0.04% | 261 |
|
|
2022
Q4 | $14.5M | Buy |
102,800
+32,500
| +46% | +$4.48M | 0.11% | 165 |
|
|
2022
Q3 | $8.35M | Sell |
70,300
-17,800
| -20% | -$2.34M | 0.05% | 265 |
|
|
2022
Q2 | $12.4M | Sell |
88,100
-429,300
| -83% | -$57.9M | 0.06% | 212 |
|
|
2022
Q1 | $67.3M | Sell |
517,400
-493,300
| -49% | -$64.3M | 0.18% | 68 |
|
|
2021
Q4 | $135M | Buy |
1,010,700
+125,366
| +14% | +$15.7M | 0.23% | 84 |
|
|
2021
Q3 | $118M | Buy |
885,334
+35,668
| +4% | +$4.77M | 0.23% | 84 |
|
|
2021
Q2 | $119M | Buy |
849,666
+317,461
| +60% | +$43.4M | 0.27% | 83 |
|
|
2021
Q1 | $67.8M | Buy |
532,205
+313,486
| +143% | +$37.5M | 0.2% | 100 |
|
|
2020
Q4 | $26.3M | Buy |
218,719
+40,690
| +23% | +$4.7M | 0.09% | 188 |
|
|
2020
Q3 | $20.7M | Sell |
178,029
-85,668
| -32% | -$10.1M | 0.11% | 166 |
|
|
2020
Q2 | $30.4M | Buy |
263,697
+207,422
| +369% | +$24.1M | 0.2% | 90 |
|
|
2020
Q1 | $5.97M | Sell |
56,275
-301,143
| -84% | -$38.1M | 0.1% | 239 |
|
|
2019
Q4 | $45.8M | Buy |
357,418
+17,573
| +5% | +$2.28M | 0.25% | 88 |
|
|
2019
Q3 | $47.2M | Buy |
339,845
+36,191
| +12% | +$4.88M | 0.32% | 62 |
|
|
2019
Q2 | $40M | Buy |
303,654
+76,777
| +34% | +$10.1M | 0.29% | 79 |
|
|
2019
Q1 | $30.6M | Buy |
226,877
+115,896
| +104% | +$14.8M | 0.28% | 79 |
|
|
2018
Q4 | $12.1M | Sell |
110,981
-13,493
| -11% | -$1.62M | 0.15% | 114 |
|
|
2018
Q3 | $18M | Buy |
124,474
+91,734
| +280% | +$12.8M | 0.21% | 79 |
|
|
2018
Q2 | $4.37M | Sell |
32,740
-34,309
| -51% | -$4.78M | 0.07% | 170 |
|
|
2018
Q1 | $9.84M | Buy |
67,049
+62,970
| +1,544% | +$9.53M | 0.19% | 99 |
|
|
2017
Q4 | $598K | Sell |
4,079
-32,949
| -89% | -$4.79M | 0.02% | 252 |
|
|
2017
Q3 | $5.13M | Buy |
37,028
+32,949
| +808% | +$4.59M | 0.18% | 103 |
|
|
2017
Q2 | $599K | Sell |
4,079
-8,682
| -68% | -$1.31M | 0.02% | 394 |
|
|
2017
Q1 | $2.12M | Sell |
12,761
-3,243
| -20% | -$544K | 0.05% | 274 |
|
|
2016
Q4 | $2.54M | Sell |
16,004
-22,489
| -58% | -$3.43M | 0.08% | 233 |
|
|
2016
Q3 | $5.84M | Buy |
38,493
+3,557
| +10% | +$540K | 0.13% | 127 |
|
|
2016
Q2 | $5.07M | Buy |
34,936
+31,798
| +1,013% | +$4.55M | 0.1% | 136 |
|
|
2016
Q1 | $454K | Sell |
3,138
-66,735
| -96% | -$8.52M | 0.01% | 436 |
|
|
2015
Q4 | $9.19M | Sell |
69,873
-47,070
| -40% | -$6.32M | 0.25% | 87 |
|
|
2015
Q3 | $16.2M | Buy |
116,943
+1,465
| +1% | +$216K | 0.38% | 61 |
|
|
2015
Q2 | $18M | Sell |
115,478
-41,527
| -26% | -$6.67M | 0.25% | 89 |
|
|
2015
Q1 | $24.1M | Buy |
157,005
+151,775
| +2,902% | +$23M | 0.39% | 49 |
|
|
2014
Q4 | $802K | Sell |
5,230
-324,992
| -98% | -$51.7M | 0.01% | 274 |
|
|
2014
Q3 | $59.9M | Buy |
330,222
+255,224
| +340% | +$46.5M | 0.68% | 32 |
|
|
2014
Q2 | $13M | Sell |
74,998
-166,837
| -69% | -$30M | 0.17% | 109 |
|
|
2014
Q1 | $44.5M | Sell |
241,835
-63,492
| -21% | -$11.2M | 0.57% | 34 |
|
|
2013
Q4 | $54.8M | Sell |
305,327
-93,931
| -24% | -$16.2M | 0.6% | 18 |
|
|
2013
Q3 | $70.7M | Buy |
399,258
+108,261
| +37% | +$19.7M | 0.71% | 22 |
|
|
2013
Q2 | $53.2M | Buy |
+290,997
| New | +$56.7M | 0.56% | 28 |
|
Other funds holding IBM
VCM
VPM
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.