SCA
IBM icon

STALEY CAPITAL ADVISERS’s IBM IBM Stock Holding History

STALEY CAPITAL ADVISERS’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 		$5.37M Hold
22,135
– – 0.23% 56
2025
Q4 		$6.56M Hold
22,135
– – 0.27% 53
2025
Q3 		$6.25M Sell
22,135
-1,000
-4% -$262K 0.26% 54
2025
Q2 		$6.82M Buy
23,135
+375
+2% +$96.6K 0.29% 54
2025
Q1 		$5.66M Sell
22,760
-47
-0.2% -$11.5K 0.26% 55
2024
Q4 		$5.01M Sell
22,807
-300
-1% -$66.8K 0.22% 59
2024
Q3 		$5.11M Hold
23,107
– – 0.23% 58
2024
Q2 		$4M Sell
23,107
-10
-0% -$1.74K 0.18% 59
2024
Q1 		$4.41M Sell
23,117
-130
-0.6% -$23.7K 0.21% 58
2023
Q4 		$3.8M Buy
23,247
+4,290
+23% +$648K 0.19% 58
2023
Q3 		$2.66M Buy
18,957
+260
+1% +$37K 0.15% 65
2023
Q2 		$2.5M Buy
18,697
+2,000
+12% +$258K 0.13% 66
2023
Q1 		$2.19M Buy
16,697
+1,630
+11% +$218K 0.12% 69
2022
Q4 		$2.12M Sell
15,067
-30
-0.2% -$4.14K 0.13% 71
2022
Q3 		$1.79M Buy
15,097
+200
+1% +$26.2K 0.11% 72
2022
Q2 		$2.1M Hold
14,897
– – 0.12% 68
2022
Q1 		$1.94M Buy
14,897
+13,196
+776% +$1.72M 0.1% 79
2021
Q4 		$227K Sell
1,701
-77
-4% -$9.66K 0.01% 170
2021
Q3 		$236K Buy
1,778
+23
+1% +$3.08K 0.01% 165
2021
Q2 		$246K Buy
1,755
+137
+8% +$18.7K 0.01% 164
2021
Q1 		$206K Buy
+1,618
New +$194K 0.01% 174
2020
Q2 		– Sell
-2,214
Closed -$235K – 160
2020
Q1 		$235K Hold
2,214
– – 0.02% 130
2019
Q4 		$284K Hold
2,214
– – 0.02% 145
2019
Q3 		$308K Hold
2,214
– – 0.02% 136
2019
Q2 		$292K Buy
+2,214
New +$291K 0.02% 138
2019
Q1 		– Sell
-2,031
Closed -$221K – 174
2018
Q4 		$221K Sell
2,031
-2,757
-58% -$331K 0.02% 146
2018
Q3 		$692K Buy
4,788
+53
+1% +$7.41K 0.05% 96
2018
Q2 		$632K Buy
4,735
+2,704
+133% +$377K 0.05% 99
2018
Q1 		$298K Buy
2,031
+78
+4% +$11.8K 0.02% 123
2017
Q4 		$286K Hold
1,953
– – 0.02% 133
2017
Q3 		$271K Hold
1,953
– – 0.02% 135
2017
Q2 		$287K Sell
1,953
-60
-3% -$9.05K 0.02% 131
2017
Q1 		$335K Hold
2,013
– – 0.03% 106
2016
Q4 		$319K Hold
2,013
– – 0.03% 103
2016
Q3 		$306K Buy
2,013
+29
+1% +$4.4K 0.03% 102
2016
Q2 		$288K Hold
1,984
– – 0.03% 105
2016
Q1 		$287K Buy
+1,984
New +$253K 0.03% 105
2015
Q1 		– Sell
-1,304
Closed -$200K – 145
2014
Q4 		$200K Sell
1,304
-722
-36% -$115K 0.02% 122
2014
Q3 		$368K Buy
2,026
+146
+8% +$26.6K 0.04% 93
2014
Q2 		$326K Hold
1,880
– – 0.04% 100
2014
Q1 		$346K Hold
1,880
– – 0.04% 97
2013
Q4 		$337K Sell
1,880
-52
-3% -$8.97K 0.05% 93
2013
Q3 		$342K Buy
1,932
+575
+42% +$105K 0.05% 87
2013
Q2 		$248K Buy
+1,357
New +$264K 0.04% 94

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

STALEY CAPITAL ADVISERS's IBM Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS held its IBM (IBM) position steady in Q1 2026 at 22,135 shares worth $5.37M. The position accounts for 0.23% of the portfolio, ranked #56.

STALEY CAPITAL ADVISERS first reported a position in IBM in Q2 2013 and has held it in 44 quarters since. The position peaked at $6.82M in Q2 2025. 3,463 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • STALEY CAPITAL ADVISERS held 22,135 shares of IBM worth $5.37M as of Q1 2026.
  • STALEY CAPITAL ADVISERS left its IBM share count unchanged in Q1 2026.
  • IBM made up 0.23% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #56 holding.
  • STALEY CAPITAL ADVISERS first reported a position in IBM in Q2 2013 and has held it in 44 quarters since.
  • STALEY CAPITAL ADVISERS's IBM position peaked at $6.82M in Q2 2025.
  • 3,463 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.