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United Capital Management of KS’s IBM IBM Stock Holding History

United Capital Management of KS’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 		$18.4M Buy
65,480
+2,535
+4% +$639K 2.41% 15
2026
Q1 		$15.3M Buy
62,945
+46,799
+290% +$12.7M 2.31% 15
2025
Q4 		$4.78M Sell
16,146
-104
-0.6% -$31.1K 0.67% 44
2025
Q3 		$4.59M Buy
16,250
+256
+2% +$67K 0.62% 49
2025
Q2 		$4.71M Buy
15,994
+15
+0.1% +$3.87K 0.74% 45
2025
Q1 		$3.97M Buy
15,979
+77
+0.5% +$18.8K 0.82% 40
2024
Q4 		$3.5M Sell
15,902
-316
-2% -$70.4K 0.64% 48
2024
Q3 		$3.59M Buy
16,218
+173
+1% +$33.9K 0.78% 44
2024
Q2 		$2.77M Buy
16,045
+146
+0.9% +$25.4K 0.61% 45
2024
Q1 		$3.04M Buy
15,899
+42
+0.3% +$7.66K 0.7% 48
2023
Q4 		$2.59M Buy
15,857
+778
+5% +$118K 0.78% 45
2023
Q3 		$2.12M Buy
15,079
+253
+2% +$36K 0.72% 46
2023
Q2 		$1.98M Sell
14,826
-322
-2% -$41.6K 0.64% 49
2023
Q1 		$1.99M Buy
15,148
+27
+0.2% +$3.61K 0.74% 48
2022
Q4 		$2.13M Buy
15,121
+285
+2% +$39.3K 0.88% 41
2022
Q3 		$1.76M Buy
14,836
+275
+2% +$36.1K 0.83% 48
2022
Q2 		$2.06M Buy
14,561
+224
+2% +$30.2K 0.97% 46
2022
Q1 		$1.86M Buy
14,337
+863
+6% +$113K 0.72% 53
2021
Q4 		$1.8M Buy
13,474
+571
+4% +$71.6K 0.67% 53
2021
Q3 		$1.71M Buy
12,903
+115
+0.9% +$15.4K 0.7% 51
2021
Q2 		$1.79M Buy
12,788
+638
+5% +$87.2K 0.73% 51
2021
Q1 		$1.55M Sell
12,150
-420
-3% -$50.3K 0.71% 51
2020
Q4 		$1.51M Buy
12,570
+509
+4% +$58.8K 0.69% 50
2020
Q3 		$1.4M Buy
12,061
+342
+3% +$40.3K 0.73% 49
2020
Q2 		$1.35M Buy
+11,719
New +$1.36M 0.79% 46

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

United Capital Management of KS's IBM Position: Q2 2026 in Review

United Capital Management of KS increased its IBM (IBM) stake by 4% in Q2 2026, buying an estimated $639K and bringing the position to 65,480 shares worth $18.4M. The position accounts for 2.41% of the portfolio, ranked #15.

United Capital Management of KS first reported a position in IBM in Q2 2020 and has held it in 25 quarters since. 2,444 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • United Capital Management of KS held 65,480 shares of IBM worth $18.4M as of Q2 2026.
  • United Capital Management of KS bought 2,535 IBM shares in Q2 2026, an estimated $639K.
  • IBM made up 2.41% of United Capital Management of KS's portfolio in Q2 2026, its #15 holding.
  • United Capital Management of KS first reported a position in IBM in Q2 2020 and has held it in 25 quarters since.
  • 2,444 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.