Capstone Capital’s IBM IBM Stock Holding History

Capstone 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
2024 Q4	–	Sell	-1,126	Closed	-$249K	–	25
2024 Q3	$249K	Buy	+1,126	New	+$221K	0.21%	21

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capstone Capital's IBM Position: Q4 2024 in Review

Capstone Capital sold out of IBM (IBM) in Q4 2024, closing a stake of 1,126 shares — an estimated $249K sold.

Capstone Capital first reported a position in IBM in Q3 2024 and held it in 1 quarter. The position peaked at $249K in Q3 2024. 3,140 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

Capstone Capital reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
Capstone Capital sold 1,126 IBM shares in Q4 2024, an estimated $249K.
Capstone Capital first reported a position in IBM in Q3 2024 and held it in 1 quarter.
Capstone Capital's IBM position peaked at $249K in Q3 2024.
3,140 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Capstone Capital's 13F filing for Q4 2024, filed 23 Jan 2025.