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Kathmere Capital Management’s IBM IBM Stock Holding History

Kathmere 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 		$1.31M Buy
4,643
+1,069
+30% +$269K 0.07% 198
2026
Q1 		$866K Buy
3,574
+454
+15% +$123K 0.05% 239
2025
Q4 		$924K Buy
3,120
+169
+6% +$50.6K 0.06% 204
2025
Q3 		$833K Buy
2,951
+12
+0.4% +$3.14K 0.06% 205
2025
Q2 		$866K Buy
2,939
+437
+17% +$113K 0.07% 187
2025
Q1 		$622K Sell
2,502
-1,004
-29% -$246K 0.05% 205
2024
Q4 		$771K Buy
3,506
+1,673
+91% +$373K 0.07% 159
2024
Q3 		$405K Buy
1,833
+262
+17% +$51.4K 0.04% 240
2024
Q2 		$272K Buy
1,571
+225
+17% +$39.1K 0.03% 280
2024
Q1 		$257K Sell
1,346
-9
-0.7% -$1.64K 0.03% 256
2023
Q4 		$222K Sell
1,355
-824
-38% -$125K 0.03% 258
2023
Q3 		$306K Buy
+2,179
New +$310K 0.05% 184
2021
Q1 		– Sell
-1
Closed – – 260
2020
Q4 		$0 Hold
1
– – ﹤0.01% 420
2020
Q3 		$0 Buy
+1
New +$118 ﹤0.01% 386

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Kathmere Capital Management increased its IBM (IBM) stake by 30% in Q2 2026, buying an estimated $269K and bringing the position to 4,643 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #198.

Kathmere Capital Management first reported a position in IBM in Q3 2020 and has held it in 14 quarters since. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kathmere Capital Management held 4,643 shares of IBM worth $1.31M as of Q2 2026.
  • Kathmere Capital Management bought 1,069 IBM shares in Q2 2026, an estimated $269K.
  • IBM made up 0.07% of Kathmere Capital Management's portfolio in Q2 2026, its #198 holding.
  • Kathmere Capital Management first reported a position in IBM in Q3 2020 and has held it in 14 quarters since.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.