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KCM Investment Advisors’s IBM IBM Stock Holding History

KCM Investment Advisors’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 		$2.3M Buy
9,498
+158
+2% +$42.8K 0.08% 149
2025
Q4 		$2.77M Sell
9,340
-301
-3% -$90.1K 0.09% 134
2025
Q3 		$2.72M Sell
9,641
-265
-3% -$69.4K 0.09% 140
2025
Q2 		$2.92M Buy
9,906
+701
+8% +$181K 0.1% 130
2025
Q1 		$2.29M Buy
9,205
+289
+3% +$70.7K 0.08% 144
2024
Q4 		$1.96M Buy
8,916
+189
+2% +$42.1K 0.07% 155
2024
Q3 		$1.93M Buy
8,727
+132
+2% +$25.9K 0.07% 162
2024
Q2 		$1.49M Sell
8,595
-12
-0.1% -$2.08K 0.05% 178
2024
Q1 		$1.64M Sell
8,607
-71
-0.8% -$13K 0.06% 175
2023
Q4 		$1.42M Sell
8,678
-111
-1% -$16.8K 0.06% 181
2023
Q3 		$1.23M Sell
8,789
-564
-6% -$80.2K 0.05% 190
2023
Q2 		$1.25M Sell
9,353
-5,967
-39% -$770K 0.05% 192
2023
Q1 		$2.01M Buy
15,320
+3,441
+29% +$460K 0.08% 159
2022
Q4 		$1.67M Sell
11,879
-429
-3% -$59.2K 0.07% 168
2022
Q3 		$1.46M Buy
12,308
+136
+1% +$17.8K 0.07% 171
2022
Q2 		$1.72M Buy
12,172
+1,369
+13% +$185K 0.08% 167
2022
Q1 		$1.41M Sell
10,803
-2,103
-16% -$274K 0.05% 191
2021
Q4 		$1.73M Buy
12,906
+505
+4% +$63.3K 0.06% 179
2021
Q3 		$1.65M Sell
12,401
-847
-6% -$113K 0.07% 175
2021
Q2 		$1.86M Buy
13,248
+709
+6% +$97K 0.08% 164
2021
Q1 		$1.6M Buy
12,539
+788
+7% +$94.3K 0.07% 169
2020
Q4 		$1.41M Sell
11,751
-462
-4% -$53.4K 0.07% 161
2020
Q3 		$1.42M Sell
12,213
-3,439
-22% -$405K 0.08% 149
2020
Q2 		$1.81M Buy
15,652
+592
+4% +$68.8K 0.1% 135
2020
Q1 		$1.6M Buy
15,060
+2,466
+20% +$312K 0.11% 123
2019
Q4 		$1.61M Buy
12,594
+731
+6% +$95K 0.09% 144
2019
Q3 		$1.65M Sell
11,863
-447
-4% -$60.3K 0.1% 138
2019
Q2 		$1.62M Sell
12,310
-477
-4% -$62.7K 0.1% 143
2019
Q1 		$1.73M Sell
12,787
-1,295
-9% -$165K 0.11% 136
2018
Q4 		$1.53M Sell
14,082
-1,061
-7% -$127K 0.1% 175
2018
Q3 		$2.19M Sell
15,143
-2,813
-16% -$393K 0.13% 147
2018
Q2 		$2.4M Sell
17,956
-2,836
-14% -$396K 0.15% 140
2018
Q1 		$3.05M Sell
20,792
-3,697
-15% -$559K 0.19% 123
2017
Q4 		$3.59M Sell
24,489
-711
-3% -$103K 0.21% 115
2017
Q3 		$3.5M Sell
25,200
-11
-0% -$1.53K 0.21% 115
2017
Q2 		$3.71M Sell
25,211
-1,226
-5% -$185K 0.23% 109
2017
Q1 		$4.4M Sell
26,437
-2,975
-10% -$499K 0.28% 96
2016
Q4 		$4.67M Sell
29,412
-2,263
-7% -$345K 0.31% 90
2016
Q3 		$4.81M Sell
31,675
-6,074
-16% -$922K 0.33% 87
2016
Q2 		$5.48M Sell
37,749
-722
-2% -$103K 0.38% 74
2016
Q1 		$5.57M Sell
38,471
-1,873
-5% -$239K 0.41% 70
2015
Q4 		$5.31M Buy
40,344
+1,353
+3% +$182K 0.42% 69
2015
Q3 		$5.4M Sell
38,991
-948
-2% -$140K 0.45% 63
2015
Q2 		$6.21M Sell
39,939
-4,098
-9% -$659K 0.49% 54
2015
Q1 		$6.76M Sell
44,037
-3,892
-8% -$590K 0.54% 50
2014
Q4 		$7.35M Sell
47,929
-3,841
-7% -$611K 0.62% 39
2014
Q3 		$9.39M Buy
51,770
+880
+2% +$160K 0.86% 19
2014
Q2 		$8.82M Sell
50,890
-1,516
-3% -$273K 0.82% 24
2014
Q1 		$9.64M Buy
52,406
+600
+1% +$106K 1% 16
2013
Q4 		$9.29M Buy
51,806
+1,184
+2% +$204K 1.01% 18
2013
Q3 		$8.96M Sell
50,622
-1,123
-2% -$204K 1.07% 16
2013
Q2 		$9.45M Buy
+51,745
New +$10.1M 1.14% 14

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

KCM Investment Advisors's IBM Position: Q1 2026 in Review

KCM Investment Advisors increased its IBM (IBM) stake by 1.7% in Q1 2026, buying an estimated $42.8K and bringing the position to 9,498 shares worth $2.3M. The position accounts for 0.08% of the portfolio, ranked #149.

KCM Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.64M in Q1 2014. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • KCM Investment Advisors held 9,498 shares of IBM worth $2.3M as of Q1 2026.
  • KCM Investment Advisors bought 158 IBM shares in Q1 2026, an estimated $42.8K.
  • IBM made up 0.08% of KCM Investment Advisors's portfolio in Q1 2026, its #149 holding.
  • KCM Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's IBM position peaked at $9.64M in Q1 2014.
  • 3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.