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Marathon Capital Management’s IBM IBM Stock Holding History

Marathon 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
2026
Q1 		$7.5M Sell
30,948
-700
-2% -$189K 1.68% 17
2025
Q4 		$9.37M Sell
31,648
-34
-0.1% -$10.2K 2.02% 11
2025
Q3 		$8.94M Sell
31,682
-170
-0.5% -$44.5K 2.05% 10
2025
Q2 		$9.39M Sell
31,852
-65
-0.2% -$16.7K 2.39% 7
2025
Q1 		$7.94M Sell
31,917
-8,718
-21% -$2.13M 2.11% 10
2024
Q4 		$8.93M Sell
40,635
-890
-2% -$198K 2.23% 10
2024
Q3 		$9.18M Sell
41,525
-200
-0.5% -$39.2K 2.23% 9
2024
Q2 		$7.22M Sell
41,725
-119
-0.3% -$20.7K 1.84% 11
2024
Q1 		$7.99M Sell
41,844
-1,120
-3% -$204K 1.91% 12
2023
Q4 		$7.03M Sell
42,964
-362
-0.8% -$54.7K 1.77% 11
2023
Q3 		$6.08M Buy
43,326
+29
+0.1% +$4.13K 1.53% 17
2023
Q2 		$5.79M Sell
43,297
-715
-2% -$92.3K 1.43% 20
2023
Q1 		$5.77M Buy
44,012
+230
+0.5% +$30.8K 1.42% 15
2022
Q4 		$6.17M Sell
43,782
-821
-2% -$113K 1.7% 13
2022
Q3 		$5.3M Sell
44,603
-106
-0.2% -$13.9K 1.51% 13
2022
Q2 		$6.31M Sell
44,709
-1,904
-4% -$257K 2.04% 4
2022
Q1 		$6.06M Buy
46,613
+369
+0.8% +$48.1K 1.74% 7
2021
Q4 		$6.18M Sell
46,244
-1,654
-3% -$207K 1.45% 8
2021
Q3 		$6.36M Buy
47,898
+441
+0.9% +$59K 1.44% 6
2021
Q2 		$6.65M Sell
47,457
-77
-0.2% -$10.5K 1.54% 5
2021
Q1 		$6.05M Buy
47,534
+6,261
+15% +$749K 1.6% 5
2020
Q4 		$4.97M Buy
41,273
+15,871
+62% +$1.83M 1.46% 7
2020
Q3 		$2.95M Sell
25,402
-909
-3% -$107K 1.08% 15
2020
Q2 		$3.04M Buy
26,311
+71
+0.3% +$8.25K 1.17% 12
2020
Q1 		$2.78M Buy
26,240
+11,170
+74% +$1.41M 1.28% 10
2019
Q4 		$1.93M Buy
15,070
+599
+4% +$77.9K 0.66% 27
2019
Q3 		$2.01M Sell
14,471
-159
-1% -$21.4K 0.81% 20
2019
Q2 		$1.93M Buy
14,630
+124
+0.9% +$16.3K 0.79% 24
2019
Q1 		$1.96M Sell
14,506
-207
-1% -$26.4K 0.87% 20
2018
Q4 		$1.6M Sell
14,713
-1,897
-11% -$228K 0.79% 21
2018
Q3 		$2.4M Sell
16,610
-196
-1% -$27.4K 0.93% 19
2018
Q2 		$2.24M Buy
16,806
+1,323
+9% +$185K 0.85% 23
2018
Q1 		$2.27M Buy
15,483
+10,181
+192% +$1.54M 0.89% 17
2017
Q4 		$777K Buy
5,302
+469
+10% +$68.2K 0.3% 42
2017
Q3 		$670K Buy
4,833
+499
+12% +$69.5K 0.28% 39
2017
Q2 		$637K Sell
4,334
-164
-4% -$24.7K 0.3% 41
2017
Q1 		$749K Sell
4,498
-3
-0.1% -$503 0.37% 40
2016
Q4 		$714K Sell
4,501
-145
-3% -$22.1K 0.34% 39
2016
Q3 		$706K Sell
4,646
-130
-3% -$19.7K 0.35% 42
2016
Q2 		$693K Buy
4,776
+26
+0.5% +$3.72K 0.36% 39
2016
Q1 		$688K Buy
4,750
+1
+0% +$128 0.36% 36
2015
Q4 		$624K Sell
4,749
-181
-4% -$24.3K 0.33% 40
2015
Q3 		$683K Sell
4,930
-9
-0.2% -$1.33K 0.35% 38
2015
Q2 		$768K Sell
4,939
-43
-0.9% -$6.91K 0.35% 38
2015
Q1 		$765K Sell
4,982
-84
-2% -$12.7K 0.34% 36
2014
Q4 		$777K Sell
5,066
-285
-5% -$45.3K 0.72% 34
2014
Q3 		$971K Sell
5,351
-183
-3% -$33.3K 0.87% 31
2014
Q2 		$959K Hold
5,534
– – 0.77% 33
2014
Q1 		$1.02M Sell
5,534
-107
-2% -$18.8K 0.77% 32
2013
Q4 		$1.01M Buy
5,641
+5
+0.1% +$862 0.73% 33
2013
Q3 		$998K Sell
5,636
-235
-4% -$42.7K 0.86% 30
2013
Q2 		$1.07M Buy
+5,871
New +$1.14M 0.92% 29

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

Marathon Capital Management's IBM Position: Q1 2026 in Review

Marathon Capital Management reduced its IBM (IBM) stake by 2.2% in Q1 2026, selling an estimated $189K and leaving 30,948 shares worth $7.5M. The position accounts for 1.68% of the portfolio, ranked #17.

Marathon Capital Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.39M in Q2 2025. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Marathon Capital Management held 30,948 shares of IBM worth $7.5M as of Q1 2026.
  • Marathon Capital Management sold 700 IBM shares in Q1 2026, an estimated $189K.
  • IBM made up 1.68% of Marathon Capital Management's portfolio in Q1 2026, its #17 holding.
  • Marathon Capital Management first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
  • Marathon Capital Management's IBM position peaked at $9.39M in Q2 2025.
  • 3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.