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Mitchell Capital Management’s IBM IBM Stock Holding History

Mitchell 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 		$214K Sell
762
-9,966
-93% -$2.51M 0.03% 114
2026
Q1 		$2.6M Sell
10,728
-11,678
-52% -$3.16M 0.48% 66
2025
Q4 		$6.64M Sell
22,406
-53
-0.2% -$15.9K 1.19% 18
2025
Q3 		$6.34M Buy
22,459
+12,091
+117% +$3.16M 1.08% 26
2025
Q2 		$2.96M Buy
+10,368
New +$2.67M 0.55% 55

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

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

Mitchell Capital Management reduced its IBM (IBM) stake by 93% in Q2 2026, selling an estimated $2.51M and leaving 762 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #114.

Mitchell Capital Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.64M in Q4 2025. 3,625 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Mitchell Capital Management held 762 shares of IBM worth $214K as of Q2 2026.
  • Mitchell Capital Management sold 9,966 IBM shares in Q2 2026, an estimated $2.51M.
  • IBM made up 0.03% of Mitchell Capital Management's portfolio in Q2 2026, its #114 holding.
  • Mitchell Capital Management first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Mitchell Capital Management's IBM position peaked at $6.64M in Q4 2025.
  • 3,625 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.