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Caption Management’s IBM IBM Stock Holding History

Caption Management’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
Q2 		$5.62M Buy
+20,000
New +$5.04M 0.03% 549
2024
Q2 		– Sell
-150,000
Closed -$28.6M – 1315
2024
Q1 		$28.6M Buy
+150,000
New +$27.4M 0.44% 44
2022
Q3 		– Sell
-75,000
Closed -$10.6M – 1654
2022
Q2 		$10.6M Sell
75,000
-2,500
-3% -$337K 0.15% 176
2022
Q1 		$10.1M Buy
+77,500
New +$10.1M 0.12% 214

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Caption Management's IBM Position: Q2 2026 in Review

Caption Management opened a new position in IBM (IBM) in Q2 2026: 10,500 shares worth $2.95M. The stake represents 0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: Caption Management previously reported a position in IBM as recently as Q1 2024.

Caption Management first reported a position in IBM in Q1 2024 and has held it in 2 quarters since. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Caption Management held 10,500 shares of IBM worth $2.95M as of Q2 2026.
  • IBM was a new Caption Management position in Q2 2026.
  • IBM made up 0.01% of Caption Management's portfolio in Q2 2026, its #768 holding.
  • Caption Management first reported a position in IBM in Q1 2024 and has held it in 2 quarters since.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.