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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
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 $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

Cascades Capital Asset Management's IBM Position: Q1 2026 in Review

Cascades Capital Asset Management increased its IBM (IBM) stake by 0.21% in Q1 2026, buying an estimated $812 and bringing the position to 1,401 shares worth $339K. The position accounts for 0.14% of the portfolio, ranked #99.

Cascades Capital Asset Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since. The position peaked at $414K in Q4 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Cascades Capital Asset Management held 1,401 shares of IBM worth $339K as of Q1 2026.
  • Cascades Capital Asset Management bought 3 IBM shares in Q1 2026, an estimated $812.
  • IBM made up 0.14% of Cascades Capital Asset Management's portfolio in Q1 2026, its #99 holding.
  • Cascades Capital Asset Management first reported a position in IBM in Q3 2024 and has held it in 7 quarters since.
  • Cascades Capital Asset Management's IBM position peaked at $414K in Q4 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.