CAP Partners LLC’s IBM IBM Stock Holding History

CAP Partners LLC’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	$487K	Buy	1,733 +67	+4%	+$16.9K	0.24%	92
2026 Q1	$404K	Buy	1,666 +9	+0.5%	+$2.44K	0.23%	96
2025 Q4	$491K	Buy	1,657 +10	+0.6%	+$3K	0.28%	78
2025 Q3	$465K	Buy	1,647 +30	+2%	+$7.85K	0.26%	83
2025 Q2	$477K	Buy	1,617 +44	+3%	+$11.3K	0.3%	75
2025 Q1	$391K	Sell	1,573 -519	-25%	-$127K	0.28%	85
2024 Q4	$460K	Sell	2,092 -8	-0.4%	-$1.78K	0.32%	76
2024 Q3	$464K	Buy	2,100 +13	+0.6%	+$2.55K	0.35%	73
2024 Q2	$361K	Buy	2,087 +76	+4%	+$13.2K	0.29%	83
2024 Q1	$384K	Sell	2,011 -4	-0.2%	-$730	0.34%	73
2023 Q4	$329K	Buy	+2,015	New	+$304K	0.33%	70

Other funds holding IBM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CAP Partners LLC's IBM Position: Q2 2026 in Review

CAP Partners LLC increased its IBM (IBM) stake by 4% in Q2 2026, buying an estimated $16.9K and bringing the position to 1,733 shares worth $487K. The position accounts for 0.24% of the portfolio, ranked #92.

CAP Partners LLC first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. The position peaked at $491K in Q4 2025. 1,943 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

CAP Partners LLC held 1,733 shares of IBM worth $487K as of Q2 2026.
CAP Partners LLC bought 67 IBM shares in Q2 2026, an estimated $16.9K.
IBM made up 0.24% of CAP Partners LLC's portfolio in Q2 2026, its #92 holding.
CAP Partners LLC first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
CAP Partners LLC's IBM position peaked at $491K in Q4 2025.
1,943 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.