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Compass Capital Management’s IBM IBM Stock Holding History

Compass Capital 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 		– Sell
-3,000
Closed -$727K – 96
2026
Q1 		$727K Buy
+3,000
New +$812K 0.04% 60
2016
Q2 		– Sell
-1,409
Closed -$204K – 43
2016
Q1 		$204K Sell
1,409
-172
-11% -$22K 0.04% 42
2015
Q4 		$208K Hold
1,581
– – 0.04% 41
2015
Q3 		$219K Hold
1,581
– – 0.05% 41
2015
Q2 		$246K Sell
1,581
-105
-6% -$16.9K 0.05% 40
2015
Q1 		$259K Sell
1,686
-236
-12% -$35.8K 0.05% 40
2014
Q4 		$295K Sell
1,922
-656
-25% -$104K 0.06% 38
2014
Q3 		$468K Sell
2,578
-375
-13% -$68.3K 0.09% 45
2014
Q2 		$512K Hold
2,953
– – 0.1% 45
2014
Q1 		$543K Sell
2,953
-2,236
-43% -$394K 0.11% 45
2013
Q4 		$931K Buy
5,189
+470
+10% +$81.1K 0.19% 41
2013
Q3 		$835K Buy
4,719
+987
+26% +$179K 0.19% 42
2013
Q2 		$682K Buy
+3,732
New +$727K 0.17% 41

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

Compass Capital Management's IBM Position: Q2 2026 in Review

Compass Capital Management sold out of IBM (IBM) in Q2 2026, closing a stake of 3,000 shares — an estimated $727K sold.

Compass Capital Management first reported a position in IBM in Q2 2013 and held it in 13 quarters. The position peaked at $931K in Q4 2013. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Compass Capital Management reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
  • Compass Capital Management sold 3,000 IBM shares in Q2 2026, an estimated $727K.
  • Compass Capital Management first reported a position in IBM in Q2 2013 and held it in 13 quarters.
  • Compass Capital Management's IBM position peaked at $931K in Q4 2013.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Compass Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.