Capital Advisory Group Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-9,916
| Closed | -$2.94M | – | 77 |
|
|
2025
Q4 | $2.94M | Sell |
9,916
-171
| -2% | -$51.2K | 0.86% | 32 |
|
|
2025
Q3 | $2.85M | Sell |
10,087
-243
| -2% | -$63.6K | 0.89% | 33 |
|
|
2025
Q2 | $3.05M | Sell |
10,330
-154
| -1% | -$39.7K | 1.1% | 25 |
|
|
2025
Q1 | $2.61M | Buy |
10,484
+378
| +4% | +$92.5K | 1% | 30 |
|
|
2024
Q4 | $2.22M | Buy |
10,106
+780
| +8% | +$174K | 0.8% | 41 |
|
|
2024
Q3 | $2.06M | Buy |
9,326
+199
| +2% | +$39K | 0.82% | 41 |
|
|
2024
Q2 | $1.58M | Buy |
9,127
+1,023
| +13% | +$178K | 0.67% | 43 |
|
|
2024
Q1 | $1.55M | Buy |
8,104
+1,537
| +23% | +$280K | 0.73% | 41 |
|
|
2023
Q4 | $1.07M | Buy |
6,567
+237
| +4% | +$35.8K | 0.58% | 51 |
|
|
2023
Q3 | $888K | Buy |
+6,330
| New | +$901K | 0.5% | 56 |
|
|
2023
Q2 | – | Sell |
-6,411
| Closed | -$841K | – | 109 |
|
|
2023
Q1 | $841K | Buy |
6,411
+437
| +7% | +$58.5K | 0.51% | 53 |
|
|
2022
Q4 | $842K | Sell |
5,974
-143
| -2% | -$19.7K | 0.57% | 49 |
|
|
2022
Q3 | $727K | Sell |
6,117
-141
| -2% | -$18.5K | 0.5% | 60 |
|
|
2022
Q2 | $808K | Sell |
6,258
-32
| -0.5% | -$4.32K | 0.48% | 61 |
|
|
2022
Q1 | $818K | Buy |
6,290
+496
| +9% | +$64.7K | 0.38% | 73 |
|
|
2021
Q4 | $774K | Buy |
5,794
+231
| +4% | +$29K | 0.34% | 77 |
|
|
2021
Q3 | $739K | Buy |
5,563
+4,152
| +294% | +$555K | 0.27% | 92 |
|
|
2021
Q2 | $198K | Sell |
1,411
-15
| -1% | -$2.05K | 0.07% | 199 |
|
|
2021
Q1 | $182K | Buy |
1,426
+659
| +86% | +$78.9K | 0.07% | 189 |
|
|
2020
Q4 | $92K | Buy |
767
+29
| +4% | +$3.35K | 0.04% | 215 |
|
|
2020
Q3 | $86K | Hold |
738
| – | – | 0.04% | 180 |
|
|
2020
Q2 | $85K | Buy |
738
+576
| +356% | +$66.9K | 0.05% | 179 |
|
|
2020
Q1 | $17K | Buy |
+162
| New | +$20.5K | 0.02% | 178 |
|
|
2019
Q4 | – | Sell |
-253
| Closed | -$34K | – | 302 |
|
|
2019
Q3 | $34K | Hold |
253
| – | – | 0.02% | 170 |
|
|
2019
Q2 | $33K | Hold |
253
| – | – | 0.02% | 180 |
|
|
2019
Q1 | $34K | Hold |
253
| – | – | 0.02% | 170 |
|
|
2018
Q4 | $27K | Sell |
253
-46
| -15% | -$5.52K | 0.02% | 175 |
|
|
2018
Q3 | $44K | Hold |
299
| – | – | 0.03% | 146 |
|
|
2018
Q2 | $40K | Sell |
299
-100
| -25% | -$13.9K | 0.03% | 142 |
|
|
2018
Q1 | $59K | Buy |
+399
| New | +$60.4K | 0.04% | 130 |
|
Other funds holding IBM
Capital Advisory Group Advisory Services's IBM Position: Q1 2026 in Review
Capital Advisory Group Advisory Services sold out of IBM (IBM) in Q1 2026, closing a stake of 9,916 shares — an estimated $2.94M sold.
Capital Advisory Group Advisory Services first reported a position in IBM in Q1 2018 and held it in 30 quarters. The position peaked at $3.05M in Q2 2025. 3,483 funds tracked by Wall St. Rank hold IBM as of Q1 2026.
- Capital Advisory Group Advisory Services reported no remaining IBM position as of Q1 2026 after selling out during the quarter.
- Capital Advisory Group Advisory Services sold 9,916 IBM shares in Q1 2026, an estimated $2.94M.
- Capital Advisory Group Advisory Services first reported a position in IBM in Q1 2018 and held it in 30 quarters.
- Capital Advisory Group Advisory Services's IBM position peaked at $3.05M in Q2 2025.
- 3,483 funds tracked by Wall St. Rank held IBM as of Q1 2026.
Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.