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Kinloch Capital’s IBM IBM Stock Holding History

Kinloch Capital’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 		$3.85M Sell
15,884
-1,619
-9% -$438K 1.57% 33
2025
Q4 		$5.18M Sell
17,503
-171
-1% -$51.2K 2.23% 11
2025
Q3 		$4.99M Buy
17,674
+10
+0.1% +$2.62K 2.18% 8
2025
Q2 		$5.21M Buy
17,664
+308
+2% +$79.4K 2.42% 6
2025
Q1 		$4.32M Sell
17,356
-7,939
-31% -$1.94M 2.06% 10
2024
Q4 		$5.56M Sell
25,295
-31
-0.1% -$6.9K 2.79% 3
2024
Q3 		$5.6M Sell
25,326
-893
-3% -$175K 2.71% 3
2024
Q2 		$4.53M Sell
26,219
-400
-2% -$69.5K 2.36% 6
2024
Q1 		$5.08M Buy
26,619
+600
+2% +$109K 2.61% 5
2023
Q4 		$4.26M Sell
26,019
-885
-3% -$134K 2.71% 4
2023
Q3 		$3.77M Sell
26,904
-205
-0.8% -$29.2K 2.36% 9
2023
Q2 		$3.63M Sell
27,109
-157
-0.6% -$20.3K 2.16% 11
2023
Q1 		$3.57M Buy
27,266
+691
+3% +$92.4K 2.09% 14
2022
Q4 		$3.74M Buy
26,575
+1,089
+4% +$150K 2.18% 13
2022
Q3 		$3.03M Buy
25,486
+800
+3% +$105K 2% 12
2022
Q2 		$3.48M Buy
24,686
+894
+4% +$121K 2.25% 9
2022
Q1 		$3.09M Buy
23,792
+834
+4% +$109K 1.85% 21
2021
Q4 		$3.07M Buy
22,958
+5,316
+30% +$667K 1.9% 12
2021
Q3 		$2.34M Buy
17,642
+2,000
+13% +$267K 1.65% 32
2021
Q2 		$2.19M Buy
15,642
+458
+3% +$62.6K 1.57% 35
2021
Q1 		$1.93M Buy
15,184
+1,126
+8% +$135K 1.49% 43
2020
Q4 		$1.69M Buy
+14,058
New +$1.62M 1.43% 41

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

Kinloch Capital's IBM Position: Q1 2026 in Review

Kinloch Capital reduced its IBM (IBM) stake by 9.2% in Q1 2026, selling an estimated $438K and leaving 15,884 shares worth $3.85M. The position accounts for 1.57% of the portfolio, ranked #33.

Kinloch Capital first reported a position in IBM in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.6M in Q3 2024. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Kinloch Capital held 15,884 shares of IBM worth $3.85M as of Q1 2026.
  • Kinloch Capital sold 1,619 IBM shares in Q1 2026, an estimated $438K.
  • IBM made up 1.57% of Kinloch Capital's portfolio in Q1 2026, its #33 holding.
  • Kinloch Capital first reported a position in IBM in Q4 2020 and has held it in 22 quarters since.
  • Kinloch Capital's IBM position peaked at $5.6M in Q3 2024.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.