MidAtlantic Capital Management’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-436
Closed -$129K 134
2025
Q4
$129K Buy
+436
New +$131K 0.08% 106
2025
Q1
Sell
-436
Closed -$95.8K 135
2024
Q4
$95.8K Hold
436
0.07% 110
2024
Q3
$96.4K Hold
436
0.07% 104
2024
Q2
$75.4K Sell
436
-328
-43% -$57K 0.06% 108
2024
Q1
$146K Hold
764
0.13% 91
2023
Q4
$125K Buy
+764
New +$115K 0.12% 92

Other funds holding IBM

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

MidAtlantic Capital Management sold out of IBM (IBM) in Q1 2026, closing a stake of 436 shares — an estimated $129K sold.

MidAtlantic Capital Management first reported a position in IBM in Q4 2023 and held it in 6 quarters. The position peaked at $146K in Q1 2024. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 436 IBM shares in Q1 2026, an estimated $129K.
  • MidAtlantic Capital Management first reported a position in IBM in Q4 2023 and held it in 6 quarters.
  • MidAtlantic Capital Management's IBM position peaked at $146K in Q1 2024.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.