Kathmere Capital Management
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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
Q3 		$1.04M Buy
4,708
+65
+1% +$15.4K 0.05% 254
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kathmere Capital Management's IBM Position: Q3 2026 in Review

Kathmere Capital Management increased its IBM (IBM) stake by 1.4% in Q3 2026, buying an estimated $15.4K and bringing the position to 4,708 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #254.

Kathmere Capital Management first reported a position in IBM in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.31M in Q2 2026. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Kathmere Capital Management held 4,708 shares of IBM worth $1.04M as of Q3 2026.
  • Kathmere Capital Management bought 65 IBM shares in Q3 2026, an estimated $15.4K.
  • IBM made up 0.05% of Kathmere Capital Management's portfolio in Q3 2026, its #254 holding.
  • Kathmere Capital Management first reported a position in IBM in Q3 2020 and has held it in 15 quarters since.
  • Kathmere Capital Management's IBM position peaked at $1.31M in Q2 2026.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.