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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
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 $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. 3,464 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.
  • 3,464 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.