SEC 13F Intelligence

Kanawha Capital Management LLC / IBM

Kanawha Capital Management LLC’s International Business Machs Position

Does Kanawha Capital Management LLC own International Business Machs (IBM)? Yes — 66.6K shares worth $16M (+1.14% of its 13F portfolio) as of Q1 2026, up from 64.6K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
66.6K
% of Portfolio
+1.14%
Quarters Held
30
currently held

Position History IBM

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $7MQ2 ’23: $7MQ3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $10MQ2 ’24: $11MQ3 ’24: $14MQ4 ’24: $14MQ4 ’24Q1 ’25: $16MQ2 ’25: $19MQ3 ’25: $18MQ4 ’25: $19MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202666.6K$16M+1.14%
Q4 202564.6K$19M+1.32%
Q3 202564.6K$18M+1.26%
Q2 202564.8K$19M+1.42%
Q1 202563.8K$16M+1.23%
Q4 202461.7K$14M+1.06%
Q3 202461.6K$14M+0.99%
Q2 202461.3K$11M+0.83%
Q1 202454.9K$10M+0.84%
Q4 202353.6K$9M+0.80%
Q3 202356.4K$8M+0.77%
Q2 202355.6K$7M+0.68%
Q1 202355.9K$7M+0.70%
Q4 202255.4K$8M+0.77%
Q3 202255.1K$7M+0.72%
Q2 202255.2K$8M+0.79%
Q1 202254.7K$7M+0.62%
Q4 202153.2K$7M+0.60%
Q3 202153.2K$7M+0.68%
Q2 202151.8K$8M+0.70%
Q1 202150.4K$7M+0.65%
Q4 202050.4K$6M+0.65%
Q3 202049.8K$6M+0.70%
Q2 202049.1K$6M+0.73%
Q1 202048.9K$5M+0.79%
Q4 201942.7K$6M+0.67%
Q3 201942.1K$6M+0.80%
Q2 201942.1K$6M+0.78%
Q1 201941.7K$6M+0.83%
Q4 201840.1K$5M+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kanawha Capital Management LLC’s full portfolio or all institutional holders of IBM.