Capstone Financial Advisors’s IBM IBM Stock Holding History

Capstone Financial Advisors’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 Q1	$1.27M	Buy	5,252 +89	+2%	+$24.1K	0.07%	54
2025 Q4	$1.53M	Sell	5,163 -32	-0.6%	-$9.58K	0.08%	53
2025 Q3	$1.47M	Buy	5,195 +218	+4%	+$57.1K	0.08%	51
2025 Q2	$1.47M	Sell	4,977 -57	-1%	-$14.7K	0.09%	51
2025 Q1	$1.25M	Sell	5,034 -27	-0.5%	-$6.6K	0.08%	57
2024 Q4	$1.11M	Buy	5,061 +29	+0.6%	+$6.46K	0.07%	59
2024 Q3	$1.11M	Sell	5,032 -34	-0.7%	-$6.67K	0.07%	57
2024 Q2	$876K	Buy	5,066 +5	+0.1%	+$869	0.06%	60
2024 Q1	$966K	Buy	5,061 +120	+2%	+$21.9K	0.06%	59
2023 Q4	$808K	Buy	4,941 +133	+3%	+$20.1K	0.06%	60
2023 Q3	$675K	Buy	4,808 +44	+0.9%	+$6.26K	0.05%	62
2023 Q2	$637K	Buy	4,764 +12	+0.3%	+$1.55K	0.05%	66
2023 Q1	$623K	Sell	4,752 -393	-8%	-$52.6K	0.05%	62
2022 Q4	$725K	Sell	5,145 -85	-2%	-$11.7K	0.06%	56
2022 Q3	$621K	Sell	5,230 -144	-3%	-$18.9K	0.06%	58
2022 Q2	$759K	Buy	5,374 +9	+0.2%	+$1.22K	0.06%	60
2022 Q1	$698K	Buy	5,365 +45	+0.8%	+$5.87K	0.05%	59
2021 Q4	$711K	Sell	5,320 -239	-4%	-$30K	0.05%	60
2021 Q3	$738K	Buy	5,559 +1	+0%	+$134	0.06%	52
2021 Q2	$779K	Buy	5,558 +8	+0.1%	+$1.09K	0.06%	49
2021 Q1	$707K	Sell	5,550 -96	-2%	-$11.5K	0.06%	42
2020 Q4	$680K	Buy	5,646 +5	+0.1%	+$578	0.06%	42
2020 Q3	$656K	Buy	5,641 +4	+0.1%	+$471	0.07%	41
2020 Q2	$651K	Buy	5,637 +5	+0.1%	+$581	0.07%	39
2020 Q1	$597K	Sell	5,632 -537	-9%	-$67.9K	0.08%	36
2019 Q4	$791K	Buy	6,169 +423	+7%	+$55K	0.11%	37
2019 Q3	$799K	Sell	5,746 -191	-3%	-$25.8K	0.12%	38
2019 Q2	$783K	Buy	5,937 +467	+9%	+$61.4K	0.13%	38
2019 Q1	$738K	Sell	5,470 -2	-0%	-$255	0.13%	41
2018 Q4	$595K	Hold	5,472	–	–	0.12%	44
2018 Q3	$791K	Sell	5,472 -186	-3%	-$26K	0.2%	27
2018 Q2	$756K	Hold	5,658	–	–	0.23%	26
2018 Q1	$830K	Sell	5,658 -320	-5%	-$48.4K	0.27%	26
2017 Q4	$877K	Sell	5,978 -184	-3%	-$26.8K	0.33%	27
2017 Q3	$855K	Sell	6,162 -195	-3%	-$27.2K	0.38%	23
2017 Q2	$935K	Buy	6,357 +19	+0.3%	+$2.86K	0.45%	21
2017 Q1	$1.05M	Buy	6,338 +351	+6%	+$58.9K	0.54%	19
2016 Q4	$950K	Sell	5,987 -8	-0.1%	-$1.22K	0.43%	21
2016 Q3	$910K	Sell	5,995 -97	-2%	-$14.7K	0.48%	21
2016 Q2	$884K	Hold	6,092	–	–	0.48%	20
2016 Q1	$882K	Hold	6,092	–	–	0.35%	26
2015 Q4	$801K	Sell	6,092 -171	-3%	-$23K	0.28%	28
2015 Q3	$868K	Sell	6,263 -16	-0.3%	-$2.36K	0.38%	27
2015 Q2	$976K	Sell	6,279 -636	-9%	-$102K	0.38%	21
2015 Q1	$1.06M	Sell	6,915 -42	-0.6%	-$6.37K	0.41%	23
2014 Q4	$1.07M	Sell	6,957 -1,553	-18%	-$247K	0.33%	25
2014 Q3	$1.54M	Sell	8,510 -319	-4%	-$58.1K	0.94%	11
2014 Q2	$1.53M	Sell	8,829 -272	-3%	-$49K	1.06%	9
2014 Q1	$1.68M	Sell	9,101 -202	-2%	-$35.6K	1.03%	10
2013 Q4	$1.67M	Buy	+9,303	New	+$1.6M	1.08%	10

Other funds holding IBM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Capstone Financial Advisors's IBM Position: Q1 2026 in Review

Capstone Financial Advisors increased its IBM (IBM) stake by 1.7% in Q1 2026, buying an estimated $24.1K and bringing the position to 5,252 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #54.

Capstone Financial Advisors first reported a position in IBM in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.68M in Q1 2014. 3,462 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Capstone Financial Advisors held 5,252 shares of IBM worth $1.27M as of Q1 2026.
Capstone Financial Advisors bought 89 IBM shares in Q1 2026, an estimated $24.1K.
IBM made up 0.07% of Capstone Financial Advisors's portfolio in Q1 2026, its #54 holding.
Capstone Financial Advisors first reported a position in IBM in Q4 2013 and has held it in 50 quarters since.
Capstone Financial Advisors's IBM position peaked at $1.68M in Q1 2014.
3,462 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.