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Cascades Capital Asset Management’s IBM IBM Stock Holding History

Cascades Capital Asset 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 		$366K Sell
1,302
-99
-7% -$24.9K 0.14% 94
2026
Q1 		$339K Buy
1,401
+3
+0.2% +$812 0.14% 99
2025
Q4 		$414K Buy
1,398
+13
+0.9% +$3.89K 0.17% 85
2025
Q3 		$391K Buy
1,385
+208
+18% +$54.4K 0.17% 85
2025
Q2 		$347K Hold
1,177
– – 0.18% 79
2025
Q1 		$293K Buy
1,177
+11
+0.9% +$2.69K 0.16% 90
2024
Q4 		$256K Buy
1,166
+2
+0.2% +$445 0.14% 96
2024
Q3 		$257K Buy
+1,164
New +$228K 0.14% 88

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

Cascades Capital Asset Management's IBM Position: Q2 2026 in Review

Cascades Capital Asset Management reduced its IBM (IBM) stake by 7.1% in Q2 2026, selling an estimated $24.9K and leaving 1,302 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #94.

Cascades Capital Asset Management first reported a position in IBM in Q3 2024 and has held it in 8 quarters since. The position peaked at $414K in Q4 2025. 3,634 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Cascades Capital Asset Management held 1,302 shares of IBM worth $366K as of Q2 2026.
  • Cascades Capital Asset Management sold 99 IBM shares in Q2 2026, an estimated $24.9K.
  • IBM made up 0.14% of Cascades Capital Asset Management's portfolio in Q2 2026, its #94 holding.
  • Cascades Capital Asset Management first reported a position in IBM in Q3 2024 and has held it in 8 quarters since.
  • Cascades Capital Asset Management's IBM position peaked at $414K in Q4 2025.
  • 3,634 funds tracked by Wall St. Rank held IBM as of Q2 2026.

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