KLCM
IBM icon

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
2019
Q1 		– Sell
-2,929
Closed -$37K – 109
2018
Q4 		$37K Buy
+2,929
New +$352K 0.04% 90

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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.