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Capstone Financial Group’s IBM IBM Stock Holding History

Capstone Financial Group’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
2020
Q3 		$1.21M Buy
10,410
+117
+1% +$13.8K 0.94% 35
2020
Q2 		$1.16M Sell
10,293
-924
-8% -$107K 0.95% 37
2020
Q1 		$1.19M Buy
11,217
+48
+0.4% +$6.07K 1.22% 26
2019
Q4 		$1.43M Buy
+11,169
New +$1.45M 1.38% 26

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capstone Financial Group's IBM Position: Q3 2020 in Review

Capstone Financial Group increased its IBM (IBM) stake by 1.1% in Q3 2020, buying an estimated $13.8K and bringing the position to 10,410 shares worth $1.21M. The position accounts for 0.94% of the portfolio, ranked #35.

Capstone Financial Group first reported a position in IBM in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2019. 1,990 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

  • Capstone Financial Group held 10,410 shares of IBM worth $1.21M as of Q3 2020.
  • Capstone Financial Group bought 117 IBM shares in Q3 2020, an estimated $13.8K.
  • IBM made up 0.94% of Capstone Financial Group's portfolio in Q3 2020, its #35 holding.
  • Capstone Financial Group first reported a position in IBM in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's IBM position peaked at $1.43M in Q4 2019.
  • 1,990 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.