KC
IBM icon

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
Q2 		$4.51M Buy
16,053
+169
+1% +$42.6K 1.65% 28
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 $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

Kinloch Capital's IBM Position: Q2 2026 in Review

Kinloch Capital increased its IBM (IBM) stake by 1.1% in Q2 2026, buying an estimated $42.6K and bringing the position to 16,053 shares worth $4.51M. The position accounts for 1.65% of the portfolio, ranked #28.

Kinloch Capital first reported a position in IBM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.6M in Q3 2024. 3,636 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Kinloch Capital held 16,053 shares of IBM worth $4.51M as of Q2 2026.
  • Kinloch Capital bought 169 IBM shares in Q2 2026, an estimated $42.6K.
  • IBM made up 1.65% of Kinloch Capital's portfolio in Q2 2026, its #28 holding.
  • Kinloch Capital first reported a position in IBM in Q4 2020 and has held it in 23 quarters since.
  • Kinloch Capital's IBM position peaked at $5.6M in Q3 2024.
  • 3,636 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Kinloch Capital's 13F filing for Q2 2026, filed 14 Aug 2026.