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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
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

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

MidAtlantic Capital Management's IBM Position: Q2 2026 in Review

MidAtlantic Capital Management opened a new position in IBM (IBM) in Q2 2026: 764 shares worth $215K. The stake represents 0.13% of the portfolio and ranks #83 among its holdings. This is a return to the name: MidAtlantic Capital Management previously reported a position in IBM as recently as Q4 2025.

MidAtlantic Capital Management first reported a position in IBM in Q4 2023 and has held it in 7 quarters since. 3,629 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • MidAtlantic Capital Management held 764 shares of IBM worth $215K as of Q2 2026.
  • IBM was a new MidAtlantic Capital Management position in Q2 2026.
  • IBM made up 0.13% of MidAtlantic Capital Management's portfolio in Q2 2026, its #83 holding.
  • MidAtlantic Capital Management first reported a position in IBM in Q4 2023 and has held it in 7 quarters since.
  • 3,629 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.