MidAtlantic Capital Management
IBM icon

MidAtlantic Capital Management’s IBM IBM Stock Holding History

MidAtlantic 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
Q3 		$168K Hold
764
– – 0.1% 100
2026
Q2 		$215K Buy
+764
New +$192K 0.13% 83
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

MidAtlantic Capital Management's IBM Position: Q3 2026 in Review

MidAtlantic Capital Management held its IBM (IBM) position steady in Q3 2026 at 764 shares worth $168K. The position accounts for 0.1% of the portfolio, ranked #100.

MidAtlantic Capital Management first reported a position in IBM in Q4 2023 and has held it in 8 quarters since. The position peaked at $215K in Q2 2026. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • MidAtlantic Capital Management held 764 shares of IBM worth $168K as of Q3 2026.
  • MidAtlantic Capital Management left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.1% of MidAtlantic Capital Management's portfolio in Q3 2026, its #100 holding.
  • MidAtlantic Capital Management first reported a position in IBM in Q4 2023 and has held it in 8 quarters since.
  • MidAtlantic Capital Management's IBM position peaked at $215K in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on MidAtlantic Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.