XY Capital’s IBM IBM Stock Holding History

XY Capital’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	–	Sell	-1,300	Closed	-$385K	–	196
2025 Q4	$385K	Sell	1,300 -800	-38%	-$240K	0.24%	88
2025 Q3	$593K	Buy	+2,100	New	+$550K	0.31%	75
2025 Q2	–	Sell	-2,800	Closed	-$696K	–	112
2025 Q1	$696K	Buy	2,800 +1,100	+65%	+$269K	0.2%	101
2024 Q4	$374K	Buy	+1,700	New	+$379K	0.18%	120

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

XY Capital's IBM Position: Q1 2026 in Review

XY Capital sold out of IBM (IBM) in Q1 2026, closing a stake of 1,017 shares — an estimated $301K sold.

XY Capital first reported a position in IBM in Q4 2024 and held it in 3 quarters. The position peaked at $301K in Q4 2025. 3,464 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

XY Capital reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
XY Capital sold 1,017 IBM shares in Q1 2026, an estimated $301K.
XY Capital first reported a position in IBM in Q4 2024 and held it in 3 quarters.
XY Capital's IBM position peaked at $301K in Q4 2025.
3,464 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on XY Capital's 13F filing for Q1 2026, filed 12 May 2026.