Capital Insight Partners’s IBM IBM Stock Holding History

Capital Insight Partners’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
2025 Q4	–	Sell	-776	Closed	-$219K	–	148
2025 Q3	$219K	Hold	776	–	–	0.04%	160
2025 Q2	$229K	Buy	+776	New	+$200K	0.04%	156
2017 Q2	–	Sell	-1,304	Closed	-$217K	–	76
2017 Q1	$217K	Hold	1,304	–	–	0.2%	70
2016 Q4	$207K	Sell	1,304 -50	-4%	-$7.62K	0.21%	65
2016 Q3	$205K	Sell	1,354 -81	-6%	-$12.3K	0.2%	65
2016 Q2	$208K	Sell	1,435 -137	-9%	-$19.6K	0.2%	56
2016 Q1	$228K	Buy	+1,572	New	+$201K	0.23%	52

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital Insight Partners's IBM Position: Q4 2025 in Review

Capital Insight Partners sold out of IBM (IBM) in Q4 2025, closing a stake of 776 shares — an estimated $219K sold.

Capital Insight Partners first reported a position in IBM in Q1 2016 and held it in 7 quarters. The position peaked at $229K in Q2 2025. 3,684 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Capital Insight Partners reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Capital Insight Partners sold 776 IBM shares in Q4 2025, an estimated $219K.
Capital Insight Partners first reported a position in IBM in Q1 2016 and held it in 7 quarters.
Capital Insight Partners's IBM position peaked at $229K in Q2 2025.
3,684 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Capital Insight Partners's 13F filing for Q4 2025, filed 17 Feb 2026.