KG&L Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $345K | Sell |
1,225
-68
| -5% | -$17.1K | 0.21% | 106 |
|
|
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
KG&L Capital Management's IBM Position: Q2 2026 in Review
KG&L Capital Management reduced its IBM (IBM) stake by 5.3% in Q2 2026, selling an estimated $17.1K and leaving 1,225 shares worth $345K. The position accounts for 0.21% of the portfolio, ranked #106.
KG&L Capital Management first reported a position in IBM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.27M in Q2 2020. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.
- KG&L Capital Management held 1,225 shares of IBM worth $345K as of Q2 2026.
- KG&L Capital Management sold 68 IBM shares in Q2 2026, an estimated $17.1K.
- IBM made up 0.21% of KG&L Capital Management's portfolio in Q2 2026, its #106 holding.
- KG&L Capital Management first reported a position in IBM in Q4 2018 and has held it in 31 quarters since.
- KG&L Capital Management's IBM position peaked at $1.27M in Q2 2020.
- 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.
Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.