TD Capital Management’s IBM IBM Stock Holding History

TD 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	$61.9K	Hold	220	–	–	0.01%	216
2026 Q1	$53.3K	Buy	220 +168	+323%	+$45.5K	﹤0.01%	232
2025 Q4	$15.3K	Buy	52 +16	+44%	+$4.79K	﹤0.01%	395
2025 Q3	$10.3K	Hold	36	–	–	﹤0.01%	417
2025 Q2	$10.7K	Buy	+36	New	+$9.28K	﹤0.01%	405
2019 Q3	–	Sell	-16	Closed	-$2K	–	275
2019 Q2	$2K	Buy	+16	New	+$2.1K	﹤0.01%	230
2016 Q2	–	Sell	-948	Closed	-$136K	–	171
2016 Q1	$137K	Hold	948	–	–	0.04%	50
2015 Q4	$125K	Sell	948 -418	-31%	-$56.2K	0.04%	51
2015 Q3	$189K	Hold	1,366	–	–	0.06%	49
2015 Q2	$213K	Sell	1,366 -40	-3%	-$6.43K	0.05%	54
2015 Q1	$216K	Hold	1,406	–	–	0.05%	56
2014 Q4	$216K	Hold	1,406	–	–	0.05%	57
2014 Q3	$255K	Hold	1,406	–	–	0.06%	51
2014 Q2	$244K	Hold	1,406	–	–	0.05%	43
2014 Q1	$259K	Buy	1,406 +6	+0.4%	+$1.06K	0.06%	43
2013 Q4	$251K	Sell	1,400 -503	-26%	-$86.7K	0.06%	46
2013 Q3	$337K	Buy	1,903 +9	+0.5%	+$1.64K	0.08%	40
2013 Q2	$346K	Buy	+1,894	New	+$369K	0.08%	36

Other funds holding IBM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

TD Capital Management held its IBM (IBM) position steady in Q2 2026 at 220 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #216.

TD Capital Management first reported a position in IBM in Q2 2013 and has held it in 18 quarters since. The position peaked at $346K in Q2 2013. 3,614 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

TD Capital Management held 220 shares of IBM worth $61.9K as of Q2 2026.
TD Capital Management left its IBM share count unchanged in Q2 2026.
IBM made up 0.01% of TD Capital Management's portfolio in Q2 2026, its #216 holding.
TD Capital Management first reported a position in IBM in Q2 2013 and has held it in 18 quarters since.
TD Capital Management's IBM position peaked at $346K in Q2 2013.
3,614 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.