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KG&L Capital Management’s IBM IBM Stock Holding History

KG&L 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
Q1 		$309K Sell
1,293
-2,157
-63% -$584K 0.22% 97
2025
Q4 		$1.01M Sell
3,450
-699
-17% -$209K 0.25% 85
2025
Q3 		$1.16M Buy
4,149
+1,340
+48% +$351K 0.31% 71
2025
Q2 		$821K Buy
2,809
+83
+3% +$21.4K 0.24% 87
2025
Q1 		$673K Sell
2,726
-102
-4% -$24.9K 0.22% 98
2024
Q4 		$618K Buy
2,828
+5
+0.2% +$1.11K 0.2% 99
2024
Q3 		$621K Sell
2,823
-3,934
-58% -$771K 0.2% 106
2024
Q2 		$1.17M Buy
6,757
+4,377
+184% +$761K 0.4% 58
2024
Q1 		$452K Sell
2,380
-87
-4% -$15.9K 0.18% 120
2023
Q4 		$403K Sell
2,467
-108
-4% -$16.3K 0.17% 116
2023
Q3 		$362K Sell
2,575
-158
-6% -$22.5K 0.17% 103
2023
Q2 		$366K Sell
2,733
-174
-6% -$22.5K 0.18% 100
2023
Q1 		$381K Sell
2,907
-58
-2% -$7.76K 0.2% 89
2022
Q4 		$418K Sell
2,965
-7,236
-71% -$998K 0.24% 84
2022
Q3 		$1.21M Buy
10,201
+2,867
+39% +$376K 0.68% 36
2022
Q2 		$1.03M Sell
7,334
-310
-4% -$41.8K 0.56% 46
2022
Q1 		$994K Buy
7,644
+241
+3% +$31.4K 0.41% 62
2021
Q4 		$990K Sell
7,403
-665
-8% -$83.4K 0.4% 65
2021
Q3 		$1.07M Sell
8,068
-817
-9% -$109K 0.47% 59
2021
Q2 		$1.25M Sell
8,885
-264
-3% -$36.1K 0.57% 50
2021
Q1 		$1.17M Buy
9,149
+1,066
+13% +$128K 0.58% 44
2020
Q4 		$972K Sell
8,083
-1,534
-16% -$177K 0.53% 45
2020
Q3 		$1.12M Sell
9,617
-1,357
-12% -$160K 0.7% 39
2020
Q2 		$1.27M Buy
10,974
+256
+2% +$29.7K 0.97% 33
2020
Q1 		$1.14M Buy
10,718
+2,913
+37% +$368K 1.13% 26
2019
Q4 		$1M Buy
7,805
+3,751
+93% +$488K 0.85% 37
2019
Q3 		$563K Buy
4,054
+383
+10% +$51.7K 0.51% 51
2019
Q2 		$483K Buy
3,671
+295
+9% +$38.8K 0.46% 57
2019
Q1 		$455K Buy
3,376
+46
+1% +$5.86K 0.46% 58
2018
Q4 		$362K Buy
+3,330
New +$400K 0.4% 68

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

KG&L Capital Management's IBM Position: Q1 2026 in Review

KG&L Capital Management reduced its IBM (IBM) stake by 63% in Q1 2026, selling an estimated $584K and leaving 1,293 shares worth $309K. The position accounts for 0.22% of the portfolio, ranked #97.

KG&L Capital Management first reported a position in IBM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.27M in Q2 2020. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • KG&L Capital Management held 1,293 shares of IBM worth $309K as of Q1 2026.
  • KG&L Capital Management sold 2,157 IBM shares in Q1 2026, an estimated $584K.
  • IBM made up 0.22% of KG&L Capital Management's portfolio in Q1 2026, its #97 holding.
  • KG&L Capital Management first reported a position in IBM in Q4 2018 and has held it in 30 quarters since.
  • KG&L Capital Management's IBM position peaked at $1.27M in Q2 2020.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.