Blue Fin Capital
IBM icon

Blue Fin Capital’s IBM IBM Stock Holding History

Blue Fin 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
Q3 		$242K Hold
1,101
– – 0.03% 152
2026
Q2 		$310K Hold
1,101
– – 0.04% 139
2026
Q1 		$267K Buy
1,101
+100
+10% +$27.1K 0.04% 142
2025
Q4 		$297K Buy
1,001
+1
+0.1% +$299 0.05% 134
2025
Q3 		$282K Buy
1,000
+15
+2% +$3.93K 0.04% 130
2025
Q2 		$290K Buy
+985
New +$254K 0.05% 128

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Blue Fin Capital's IBM Position: Q3 2026 in Review

Blue Fin Capital held its IBM (IBM) position steady in Q3 2026 at 1,101 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #152.

Blue Fin Capital first reported a position in IBM in Q2 2025 and has held it in 6 quarters since. The position peaked at $310K in Q2 2026. 2,398 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Blue Fin Capital held 1,101 shares of IBM worth $242K as of Q3 2026.
  • Blue Fin Capital left its IBM share count unchanged in Q3 2026.
  • IBM made up 0.03% of Blue Fin Capital's portfolio in Q3 2026, its #152 holding.
  • Blue Fin Capital first reported a position in IBM in Q2 2025 and has held it in 6 quarters since.
  • Blue Fin Capital's IBM position peaked at $310K in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Blue Fin Capital's 13F filing for Q3 2026, filed 28 Oct 2026.