DJE Kapital’s IBM IBM Stock Holding History

DJE Kapital’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	-21,323	Closed	-$5.11M	–	129
2026 Q1	$5.11M	Sell	21,323 -249,013	-92%	-$67.4M	0.11%	88
2025 Q4	$82M	Sell	270,336 -66,585	-20%	-$19.9M	2.26%	18
2025 Q3	$98.4M	Hold	336,921	–	–	2.39%	15
2025 Q2	$98.4M	Buy	336,921 +205,636	+157%	+$53M	2.39%	15
2025 Q1	$32M	Buy	+131,285	New	+$32.1M	0.95%	37

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DJE Kapital's IBM Position: Q2 2026 in Review

DJE Kapital sold out of IBM (IBM) in Q2 2026, closing a stake of 21,323 shares — an estimated $5.11M sold.

DJE Kapital first reported a position in IBM in Q1 2025 and held it in 5 quarters. The position peaked at $98.4M in Q3 2025. 3,618 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

DJE Kapital reported no remaining IBM position as of Q2 2026 after selling out during the quarter.
DJE Kapital sold 21,323 IBM shares in Q2 2026, an estimated $5.11M.
DJE Kapital first reported a position in IBM in Q1 2025 and held it in 5 quarters.
DJE Kapital's IBM position peaked at $98.4M in Q3 2025.
3,618 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on DJE Kapital's 13F filing for Q2 2026, filed 4 Aug 2026.